We handle your back-office work so you can focus on what matters — closing deals and growing your book of business.
Carrier & Carrier Portal Experience
From quoting to claims, CRM to compliance — our VAs handle it all so your team can focus on growth.
Most Popular
Full-service quoting, policy servicing, renewals, and endorsements for all personal insurance lines. Our VAs handle HO3, HO4, HO6, Auto, and more.
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High Demand
From small business policies to complex commercial submissions, our VAs handle underwriter communication, ACORD forms, and policy management.
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Specialized
Specialized support for motor carriers, owner-operators, and fleet accounts. We understand DOT compliance, cargo insurance, and FMCSA requirements.
Learn MoreWe also offer Administrative Support, Certificates & Endorsements, and Agency Operations services.
View All ServicesOur team is trained exclusively in insurance workflows — not general admin work. We know ACORD forms, carrier portals, and policy language.
Hands-on experience with agencies in Texas, Georgia, New York, and more. We understand state regulations and carrier requirements.
Grow your agency without hiring headaches. No benefits administration, no office space — just dedicated insurance support from day one.
No training period on what insurance is. Our VAs already know your CRMs, quoting platforms, and carrier submission processes.
Real deliverables from our insurance VAs — professional templates, workflows, and documentation ready from day one.
Complete ACORD 125, 126, 140 form processing with carrier-specific requirements and submission checklists.
Side-by-side coverage comparisons for client presentations, highlighting deductibles, limits, and premium differences.
Complete AMS360, HawkSoft, EZLynx setup with custom workflows, automation rules, and data migration support.
Detailed SOPs for quoting, policy issuance, endorsements, renewals, and client communication workflows.
Multi-carrier quote analysis for trucking fleets including cargo, liability, physical damage, and MCS-90 filings.
COI issuance, tracking, renewal reminders, and holder management with automated distribution workflows.
Complete claims tracking with adjuster contacts, status updates, payment tracking, and client communication logs.
90-day renewal tracking with re-marketing status, client outreach logs, and retention rate monitoring.
Want to see detailed samples? We'll share real work examples during your consultation.
Request Sample WorkA simple, streamlined process designed for busy agency owners. No long contracts or complicated onboarding.
Book a free 30-minute call with our team. We'll learn about your agency's workflows, CRM systems, and specific support needs.
We hand-select a VA whose experience aligns perfectly with your lines of business, carrier relationships, and CRM platform.
Your VA reviews your SOPs, gets access to carrier portals and your AMS/CRM, and integrates seamlessly into your existing workflows.
Your VA begins handling quotes, policy servicing, renewals, and CRM updates — freeing you to focus on sales and client relationships.
Most agencies are fully onboarded and seeing results within the first week.
"Our agency was drowning in policy servicing work. Within two weeks of hiring an Techmania, our backlog was cleared and we were back to growing our book of business."
"The VA knew AMS360 better than some of our in-house staff. She was handling endorsements and ACORD submissions independently within days. Incredible value."
"We cut our operational costs by over 55% and didn't sacrifice quality at all. The trucking insurance knowledge is real — they handle our fleet clients without supervision."
We're not just virtual assistants — we're insurance professionals who understand your business, your carriers, and your clients.
What sets us apart from generic virtual assistant services
We only work with insurance agencies. Our team understands ACORD forms, carrier portals, policy servicing, and industry terminology from day one.
100% job success rate on Upwork with Top Rated status. We've supported 50+ agencies and handled thousands of policies.
Proficient in all major carrier portals and CRM systems. Whether you use AMS360, HawkSoft, or Applied Epic — we know it.
You get a dedicated VA who learns your processes, not a rotating team. Build a real working relationship with consistent support.
We work when you work. Real-time collaboration during your business hours with instant communication and quick turnarounds.
We follow strict data security protocols. Your client information stays confidential with secure access management.
Our track record of excellence in insurance virtual assistance
Working with US insurance agencies since 2018
Perfect score on Upwork with zero failed projects
Across Texas, Georgia, New York, and more
Progressive, Travelers, Hartford, and more
AMS360, HawkSoft, EZLynx, Applied Epic
Elite freelancer badge with 5-star reviews
To help US insurance agencies streamline their operations, improve efficiency, and deliver better client experiences — by providing expert virtual assistants who understand the insurance industry inside and out.
A dedicated team of trained insurance professionals ready to support your agency
Personal Lines Specialist
Expert in auto, home, and umbrella insurance. Proficient in HawkSoft, EZLynx, and Progressive portal.
Commercial Insurance Expert
Specializes in BOP, GL, WC, and commercial auto. Master of AMS360 and carrier submissions.
Trucking Insurance Specialist
Expert in motor carrier, fleet insurance, MCS-90, and FMCSA filings. Deep knowledge of trucking regulations.
CRM & Admin Specialist
Master of agency management systems including AgencyZoom, NowCerts, and Applied Epic. Expert in renewals and retention.
From growing independent agencies to high-volume commercial specialists
Supporting 30+ independent insurance agencies across Texas, Georgia, New York, Florida, and more states.
Agencies specializing in personal lines insurance including auto, home, renters, and umbrella coverage.
Specialized trucking insurance agencies and commercial lines brokers needing expert support.
High-volume agencies writing $1M+ in annual premium seeking dedicated VA support.
"Working with Techmania has been transformative for our agency. Their team understands insurance operations better than anyone we've hired locally."
Extensive experience across carriers, MGAs, and agency management systems
Book a free 30-minute consultation. We'll review your agency's needs and show you exactly how we can help.
End-to-end insurance back-office support from quoting and binding to claims, billing, and client servicing. Your agency's complete virtual team.
Our VAs are trained in all personal insurance lines. We handle everything from quoting new clients to managing renewals and processing endorsements so your producers can focus on sales.
From small business policies to complex commercial submissions, our VAs handle underwriter communication, ACORD forms, quote comparisons, and policy management across all commercial lines.
Trucking insurance is complex and we specialize in it. Our VAs understand fleet policies, cargo coverage, FMCSA filings, and the carrier markets that serve trucking accounts.
We manage the day-to-day operational tasks that keep your agency running smoothly. CRM management, document processing, billing coordination, and client communication.
Fast, accurate COI issuance and endorsement processing. Our VAs handle certificate requests, policy changes, and additional insured endorsements efficiently.
Back-office operations support to keep your agency running smoothly. From reporting to billing support, our VAs handle the operational tasks that drain your time.
Full-service quoting, policy servicing, renewals, and endorsements for all personal insurance lines. Our VAs handle HO3, HO4, HO6, Auto, DP1/DP3, and more.
Our personal lines specialists manage the entire policy lifecycle for your clients - from initial quotes through renewals and endorsements. With deep expertise in carrier portals and CRM platforms, we integrate seamlessly into your existing workflows.
These VAs specialize exclusively in personal lines insurance. Each brings years of hands-on experience with US agencies.
Sarah specializes in personal lines insurance with over six years of experience supporting independent agencies across Texas, Georgia, and New York. She handles everything from new business quoting to renewals and policy servicing.
Reduced a Texas agency's renewal processing backlog from 45 days to under 7 days within the first month. Managed a 200-policy portfolio with 98% retention rate.
Maria brings five years of dedicated personal lines experience with a focus on Florida and California markets. She excels at flood insurance and umbrella policies, with deep knowledge of state-specific requirements.
Helped a Florida agency process 150 flood policy renewals in 2 weeks during hurricane season, ensuring zero lapses and 100% client retention.
Jessica specializes in Midwest markets with expertise in landlord policies (DP1/DP3) and rental property coverage. She's known for her attention to detail and fast turnaround times.
Streamlined a property management company's insurance workflow, reducing quote turnaround from 3 days to 4 hours for their 75-unit portfolio.
Expert handling of GL, Workers Comp, BOP, E&O, Cyber and more. Our commercial VAs manage complex underwriting submissions and policy servicing.
Our commercial lines specialists understand the complexity of business insurance. From ACORD submissions to underwriter negotiations, we handle the heavy lifting so you can focus on relationships and sales.
Our commercial VAs have real experience with complex submissions, appetite matching, and carrier relationships.
Michael brings seven years of commercial insurance expertise with a focus on GL and Workers Comp. He's processed thousands of submissions and knows carrier appetites inside out.
Helped a growing agency scale from 200 to 500 commercial accounts in 8 months by handling all submission processing and follow-ups.
David specializes in professional liability and cyber insurance. He understands tech companies' unique exposures and helps agencies navigate this fast-growing market segment.
Built out a cyber insurance book for a traditional agency, generating $180K in new premium within the first year.
Jennifer focuses on small business insurance with deep BOP expertise. She excels at finding the right coverage for restaurants, retail stores, and service businesses.
Reduced quote turnaround for a high-volume BOP agency from 2 days to same-day, enabling them to close 40% more deals.
Specialized support for motor carriers, owner-operators, and fleet accounts. Our VAs understand DOT compliance, cargo insurance, and FMCSA requirements.
Trucking insurance is complex and time-sensitive. Our specialists know the unique requirements of motor carriers, from DOT filings to cargo coverage. We keep your clients compliant and covered.
Our trucking VAs understand the 24/7 nature of transportation and the compliance requirements that keep fleets running.
Carlos is our senior trucking specialist with eight years dedicated to motor carrier insurance. He's handled fleets from 5 to 500 trucks and knows every major trucking carrier's appetite.
Managed all renewals for a 200-truck fleet operation, ensuring zero coverage gaps and negotiating 12% premium reduction year-over-year.
Patricia specializes in cargo insurance and compliance documentation. She understands the unique requirements of different commodity types and cross-border operations.
Set up cargo coverage for a refrigerated fleet hauling pharmaceuticals, navigating complex temperature-controlled commodity requirements.
Robert focuses on new business quoting for trucking accounts. He's fast, accurate, and knows how to package submissions that get quick responses from underwriters.
Helped an agency dramatically increase their trucking book by processing 50+ quotes per week with same-day turnaround.
Streamline your agency operations with dedicated admin VAs. From CRM management to document processing, we handle the daily tasks that keep your agency running.
Free up your licensed staff from routine admin work. Our administrative VAs maintain your CRM, process documents, manage emails, and keep your agency organized so your team can focus on sales and service.
Our admin VAs are organized, detail-oriented, and understand insurance agency workflows.
Emily specializes in CRM management and data organization. She's helped agencies clean up databases with thousands of records and implement efficient data management processes.
Cleaned up a 15,000-record database with duplicates and outdated information, improving email deliverability from 72% to 98%.
Nicole excels at high-volume document processing. She handles everything from policy document organization to compliance filing, maintaining perfect accuracy under tight deadlines.
Digitized and organized 5 years of paper files for an agency, implementing a searchable document management system.
Amanda manages email communications and client follow-ups. She ensures no message goes unanswered and maintains professional, timely responses on behalf of your agency.
Reduced agency email response time from 24 hours to under 2 hours, improving client satisfaction scores by 35%.
Fast, accurate COI issuance and endorsement processing. Our VAs handle certificate requests, policy changes, and additional insured endorsements efficiently.
Certificate requests and endorsement processing can overwhelm your staff. Our specialists handle these high-volume, time-sensitive tasks quickly and accurately, keeping your clients happy and compliant.
Our COI specialists are fast, accurate, and understand the urgency of certificate requests.
Lisa is our senior certificate specialist, processing hundreds of COIs weekly. She understands complex certificate requirements and handles rush requests with ease.
Manages all COI requests for a construction-focused agency, processing 100+ certificates per week with zero errors.
Rachel specializes in endorsement processing and policy changes. She works directly with carriers to ensure endorsements are processed quickly and accurately.
Reduced endorsement processing time from 5 days to 24 hours for a commercial agency, improving client satisfaction significantly.
Stephanie handles urgent certificate and endorsement requests. When clients need something NOW, she delivers with accuracy and speed.
Saved a major contract for a client by processing an urgent additional insured endorsement in under 2 hours on a Friday afternoon.
Back-office operations support to keep your agency running smoothly. From reporting to billing support, our VAs handle the operational tasks that drain your time.
Running an agency involves countless back-office tasks. Our operations VAs handle reporting, billing reconciliation, database maintenance, and process documentation - freeing agency principals to focus on growth.
Our operations VAs understand agency financials, reporting requirements, and back-office workflows.
Kevin specializes in agency reporting and analytics. He builds custom reports, tracks KPIs, and helps agency principals make data-driven decisions.
Created automated weekly reporting dashboards for a 20-producer agency, saving 15 hours per week of manual report generation.
Brian handles billing reconciliation and commission tracking. He's meticulous with numbers and ensures agencies capture every dollar they're owed.
Recovered $47,000 in missed commissions for an agency by implementing systematic reconciliation and carrier follow-up processes.
Michelle maintains agency management systems. She handles data cleanup, system configurations, and ensures your AMS is running at peak efficiency.
Led AMS migration project for a 15-person agency, transferring 25,000 policies with zero data loss and minimal downtime.
Every VA on our team has real insurance experience not general admin skills. They know your industry, your tools, and your workflows from day one.
Specializes in personal lines insurance, handling quoting, renewals, and policy servicing for independent agencies.
Manages complex commercial submissions, underwriter communications, and ACORD forms with wholesale broker expertise.
Focuses on trucking and transportation insurance including fleet quotes, cargo submissions, and FMCSA documentation.
Expert in claims intake, status tracking, and carrier communication. Ensures fast resolution for your clients.
Handles endorsements, cancellations, reinstatements, and policy changes with precision and speed.
Specializes in certificate issuance, COI tracking, and additional insured endorsements for commercial clients.
Fast and accurate quoting across multiple carriers. Specializes in comparative rating and proposal preparation.
Manages the full renewal cycle from 90-day reviews to remarketing and client retention communications.
Keeps your AMS clean and organized. Expert in data entry, client record management, and CRM maintenance.
Provides professional client communication via phone, email, and chat. Handles inquiries and service requests.
No surprise fees. No long-term lock-in. Just expert insurance support at rates that make sense for your agency budget.
Agencies needing basic back-office and admin support.
Full insurance support for growing independent agencies.
High-volume agencies that need full-time dedicated support.
No. We work on flexible hourly or monthly arrangements. You can start, pause, or stop at any time.
Typically within 35 business days after your consultation call and onboarding.
Yes. Our VAs are trained in AMS360, Hawksoft, EZLynx, QQ Catalyst, Agency Zoom, Vertafore, Zoho, and more.
VAs work US business hours aligned with your agency's timezone EST, CST, or PST.
We recommend a minimum of 20 hours/week to get meaningful support, but we're flexible.
Via your preferred tool Slack, MS Teams, WhatsApp, Email, or any platform your agency already uses. We adapt to you.
Getting started is simple. No lengthy contracts, no complicated onboarding. We get your VA working in days, not weeks.
Schedule your free 30-minute discovery call. We'll discuss your agency's size, lines of business, CRM/AMS platform, and tasks you want to delegate.
Based on your needs, we match you with a VA who has specific experience in your lines of business and CRM platform. Every match is insurance-specific.
Your VA reviews your SOPs, gains secure access to carrier portals and AMS, and syncs with your communication channels. Fast and secure.
From day one, your VA handles tasks — quoting, servicing, CRM updates, underwriter communication — freeing you to focus on sales and growth.
We keep the setup process minimal. Here's everything needed to get your VA productive quickly.
Written procedures, video walkthroughs, or even just a list of tasks. We adapt to your style.
Secure logins for your systems. We use encrypted credential management for security.
Add your VA to Slack, Teams, or your preferred platform for seamless collaboration.
No problem. Many agencies don't have formal documentation. Your VA can help create SOPs as they learn your workflow.
No new software to learn. Your VA plugs into the platforms your agency already uses.
Most VAs are matched within 24-48 hours and can begin onboarding immediately. Full productivity typically within the first week.
We offer a replacement guarantee. If your VA isn't working out, we'll match you with a new one at no extra cost. Your satisfaction is our priority.
Use whatever you're comfortable with — Slack, Teams, WhatsApp, email, or video calls. Your VA adapts to your preferred communication style.
Absolutely. We use encrypted credential management, NDAs are standard, and all VAs are trained on data privacy best practices for insurance agencies.
VAs work during your business hours. Whether you need coverage for Eastern, Central, or Pacific time zones, we match accordingly.
See how insurance agencies across the US have transformed their operations, reduced costs, and scaled their business with Techmania support.
Our VA handles all renewals and endorsements now. My producers finally have time to sell instead of doing paperwork. Best decision we made this year.
I was skeptical about offshore VAs, but these folks actually know insurance. They hit the ground running with our AMS360 and carrier portals from day one.
We specialize in trucking insurance and couldn't find VAs who understood FMCSA and cargo. Techmania delivered exactly what we needed.
Detailed looks at real agency transformations and measurable outcomes.
Challenge: Agency was spending producer time on policy servicing instead of sales.
Solution: Techmania took over all HO3, auto renewals, endorsements, and ACORD submissions.
Result: Producers now focus 100% on closing new business.
Challenge: Slow commercial quote processing was losing deals to competitors.
Solution: VA handled all ACORD submissions, underwriter follow-up, and MGA communication.
Result: Turnaround cut from 5 days to 48 hours, win rate increased 25%.
Challenge: Specialized trucking agency needed niche support that generic VAs couldn't provide.
Solution: VA handled fleet roster management, cargo submissions, and FMCSA documentation.
Result: Agency scaled operations with zero micromanagement required.
Challenge: Agency wanted to grow but couldn't afford additional full-time staff.
Solution: Two Techmania VAs handled all back-office operations for the entire agency.
Result: Added 3 new producers and grew revenue 150% while keeping overhead flat.
See exactly how much you could save by switching to Techmania support.
Schedule a free 30-minute call. We'll review your agency's workflow, ask the right questions, and show you exactly how an Techmania can help.