Insurance Virtual Assistant

Focus on your agency while an Insurance Virtual Assistant helps with day to day tasks.

An Insurance Virtual Assistant Can Help

Your Insurance Virtual Assistant can be trained to help with day to day tasks. We find the top 1% of vetted virtual assistants, which means that you will always be getting the best!

  • ID Cards
  • Cancellation Processing Evidence of Insurance
  • Policy Checking
  • Lienholder Changes
  • Data Entry
  • After Hours Phone Service
  • Changes to Billing
  • Basic Certificates
  • Management System Clean Up
  • Prospecting
  • Call Leads
  • Dec Page Requests Mortgage Changes
  • Requests for Copies of Documents
  • File Auditing
  • Claims Follow Up
  • Removing Vehicles
  • Audit Follow Up
  • Telemarketing
  • Marketing
  • Social Media Management
Customer Testimonial

“I can’t imagine running an agency without an Insurance Virtual Assistant…Reliable and available for any support we need” 

Get Started With A
Virtual Assistant Today!

Join 1000s of business owners that are reaping the benefits of using Virtual Assistants in their day to day business. Working with Eureka Virtual Assistants lets you focus on growing your business without having to worry about the headaches of hiring, managing, payroll, office space, IT issues or unemployment. Get started today!

Insurance Virtual Assistants
How to Get Started


Schedule a Call

  • Share your needs and goals
  • Learn how we can help
  • Decide which plan works best


VA Review

  • Review available VAs
  • Schedule VA Interviews
  • Pick VA and schedule start date
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Get Started

  • Set up communication tools
  • Make action plan with VA
  • Start working with your VA

Schedule a Consultation

We’d Love to Talk To You Today!

Schedule a call with us. We want to understand your needs and goals. We’re confident that an Insurance Virtual Assistant is going to help your agency.  Our goal is to partner with you and your business for many years. Let’s grow your business together!

What is a Insurance Virtual Assistant?

An insurance virtual assistant plays a crucial role in supporting the daily operations of an insurance agency, contributing to its overall efficiency and effectiveness. This professional is responsible for handling a variety of administrative tasks that enable the agency owner to focus on strategic decision-making and client relationships. Here’s a detailed description of the role and its contributions:

Possible Roles of an Insurance Virtual Assistant:

  1. Administrative Support:
    • Documentation: Manages and organizes paperwork, policy documents, and client files. Ensures that all documents are properly filed and easily retrievable.
    • Data Entry: Enters client information, policy details, and other relevant data into the agency’s computer systems accurately.
  2. Client Interaction:
    • Communication: Assists in communication with clients, answering basic inquiries, and providing general information about policies.
    • Appointment Scheduling: Helps schedule appointments for clients to meet with insurance agents or adjusters.
  3. Policy Processing:
    • Application Processing: Supports in processing insurance applications, ensuring that all required information is complete and accurate.
    • Renewals: Manages policy renewals and sends out timely reminders to clients.
  4. Claims Assistance:
    • Claims Documentation: Assists in the documentation process for insurance claims, ensuring that all necessary information is collected from clients.
    • Follow-up: Helps track the progress of claims and provides updates to clients as needed.
  5. Billing and Payments:
    • Invoicing: Generates invoices for clients and ensures timely and accurate billing.
    • Payment Processing: Assists in processing client payments and reconciles accounts.
  6. Policy Changes and Updates:
    • Endorsements: Receives policy endorsements and updates for the agent to process, such as updating contact information or beneficiary information.
    • Policy Amendments: Assists in receiving adjustments for the agent to policies as per client requests.
  7. Record Keeping:
    • Database Maintenance: Ensures that client databases are up-to-date and accurate.
    • Reporting: Generates reports on key performance indicators and other relevant metrics as required by the agency owner.
  8. Technology Management:
    • Software Proficiency: Utilizes insurance agency management software to streamline processes and maintain accurate records.
    • Tech Support: Provides basic technical support for the agency’s computer systems.

How an Insurance Virtual Assistant Helps an Insurance Agency Owner:

  1. Time Management: By handling routine administrative tasks, the assistant allows the agency owner to allocate more time to strategic planning, client acquisition, and business development.
  2. Efficiency Improvement: Increases the overall efficiency of the agency by ensuring that paperwork is organized, data is accurate, and processes are streamlined.
  3. Client Satisfaction: Assists in providing prompt and accurate information to clients, contributing to a positive client experience and satisfaction.
  4. Compliance and Accuracy: Helps maintain compliance with industry regulations by ensuring that all documentation and processes meet the required standards.
  5. Focus on Growth: Enables the agency owner to focus on business growth, networking, and building strong relationships with clients and partners.

In summary, an insurance virtual assistant is a valuable asset to an insurance agency owner, providing essential support in administrative tasks and allowing the owner to concentrate on strategic aspects of the business, ultimately fostering growth and success.

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Virtual Assistants for Business Professionals

6710 Spring Stuebner Rd Ste 709 #133
Spring, TX 77389

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