fansleadsInsurance Virtual Assistant
Insurance Virtual Assistant Services
Quote, service, and renew more policies without the paperwork bottleneck.
The paperwork problem
Servicing Policies Eats Your Selling Time
Every hour on admin is an hour not writing business. Most agencies struggle with:
- Quote requests you cannot get to fast enough
- Policy paperwork and endorsements piling up
- Renewals slipping through the cracks
- Claims follow up taking forever
- A CRM that is always out of date
What we handle
Your agency, running smoother
Your VA keeps policies serviced and clients cared for so you can spend your time selling.
Quote processing
Prepare quotes and applications so you can bind faster.
Policy administration
Handle endorsements, changes, and certificates of insurance.
Renewal management
Track renewals, remarket policies, and prompt clients on time.
Claims follow up
Coordinate claims and keep clients updated through the process.
CRM management
Keep client records, policies, and notes accurate and current.
Lead follow up
Nurture inbound leads and set appointments for you.
The outcome
More policies, less admin
- Faster quotes and more bound policies
- Renewals handled on time
- Clients updated on claims
- A clean, current book of business
Ready to get started?
Tell us about your agency and we will match you with a VA experienced in insurance support.