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Insurance virtual assistants processing ACORD forms and managing agency workflows
Insurance Virtual Assistant Agency

Expert Virtual Assistants for Insurance Agencies

We handle your back-office work so you can focus on what matters — closing deals and growing your book of business.

100% Job Success
6+ Years Experience
Top Rated on Upwork
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Carrier & Carrier Portal Experience

Progressive
Travelers
Allstate
Nationwide
Liberty Mutual
Safeco
GEICO
Hartford
Mercury
Guard
Hippo
Chubb
Kemper
Erie
Zurich
CNA
Markel
Amwins
RPS
Burns & Wilcox

Insurance VA Services Built for US Agencies

From quoting to claims, CRM to compliance — our VAs handle it all so your team can focus on growth.

Personal Lines Insurance Most Popular
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Personal Lines Support

Full-service quoting, policy servicing, renewals, and endorsements for all personal insurance lines. Our VAs handle HO3, HO4, HO6, Auto, and more.

Homeowners Auto Insurance Umbrella & Flood
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Commercial Insurance High Demand
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02 Commercial Lines

Commercial Insurance Support

From small business policies to complex commercial submissions, our VAs handle underwriter communication, ACORD forms, and policy management.

General Liability Workers Comp E&O / Cyber
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Trucking Insurance Specialized
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03 Trucking & Fleet

Trucking & Transportation

Specialized support for motor carriers, owner-operators, and fleet accounts. We understand DOT compliance, cargo insurance, and FMCSA requirements.

Fleet & Cargo FMCSA Compliance DOT Filings
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We also offer Administrative Support, Certificates & Endorsements, and Agency Operations services.

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Insurance Knowledge That Most VAs Don't Have

01
Insurance-Trained, Not General VAs

Our team is trained exclusively in insurance workflows — not general admin work. We know ACORD forms, carrier portals, and policy language.

02
6+ Years US Agency Experience

Hands-on experience with agencies in Texas, Georgia, New York, and more. We understand state regulations and carrier requirements.

03
Scale Without the Overhead

Grow your agency without hiring headaches. No benefits administration, no office space — just dedicated insurance support from day one.

04
Ready on Day One

No training period on what insurance is. Our VAs already know your CRMs, quoting platforms, and carrier submission processes.

Insurance professionals working together
Software Expertise
AMS360HawksoftQQ CatalystEZLynxVertaforeAgency ZoomInsuredMineZoho CRMRingCentralDocuSignMS TeamsSlackHelloSignGoogle Workspace

What Your VA Will Deliver

Real deliverables from our insurance VAs — professional templates, workflows, and documentation ready from day one.

Documentation & Forms

ACORD form submission workflow and processing

ACORD Submission Workflows

Complete ACORD 125, 126, 140 form processing with carrier-specific requirements and submission checklists.

Personal Lines Commercial Submissions
Policy Documents

Policy Comparison Sheets

Side-by-side coverage comparisons for client presentations, highlighting deductibles, limits, and premium differences.

Quotes Analysis Client-Ready

CRM & Agency Systems

CRM Dashboard

CRM Setup & Configuration

Complete AMS360, HawkSoft, EZLynx setup with custom workflows, automation rules, and data migration support.

AMS360 HawkSoft EZLynx
SOPs

Standard Operating Procedures

Detailed SOPs for quoting, policy issuance, endorsements, renewals, and client communication workflows.

Workflows Training Documentation

Trucking & Commercial

Fleet Quote

Fleet Quote Comparisons

Multi-carrier quote analysis for trucking fleets including cargo, liability, physical damage, and MCS-90 filings.

Trucking Fleet Commercial Auto
COI

Certificate Management

COI issuance, tracking, renewal reminders, and holder management with automated distribution workflows.

COI Certificates Compliance

Tracking & Reporting

Claims Tracker

Claims Follow-Up System

Complete claims tracking with adjuster contacts, status updates, payment tracking, and client communication logs.

Claims Tracking Reporting
Renewal Dashboard

Renewal Pipeline Dashboard

90-day renewal tracking with re-marketing status, client outreach logs, and retention rate monitoring.

Renewals Pipeline Retention

Want to see detailed samples? We'll share real work examples during your consultation.

Request Sample Work

Get Your VA Up and Running in Days

A simple, streamlined process designed for busy agency owners. No long contracts or complicated onboarding.

01

Schedule Your Consultation

Book a free 30-minute call with our team. We'll learn about your agency's workflows, CRM systems, and specific support needs.

  • Discuss your current workload
  • Identify key tasks to delegate
  • Answer all your questions
02

Get Matched With Your VA

We hand-select a VA whose experience aligns perfectly with your lines of business, carrier relationships, and CRM platform.

  • Industry-specific expertise
  • CRM platform proficiency
  • Carrier portal experience
03

Quick Setup & Training

Your VA reviews your SOPs, gets access to carrier portals and your AMS/CRM, and integrates seamlessly into your existing workflows.

  • Learn your specific processes
  • Access your systems securely
  • Align with your team
04

Watch Your Agency Grow

Your VA begins handling quotes, policy servicing, renewals, and CRM updates — freeing you to focus on sales and client relationships.

  • Immediate productivity
  • Ongoing communication
  • Continuous improvement

Ready to Get Started?

Most agencies are fully onboarded and seeing results within the first week.

Book Your Free Consultation

What Insurance Agencies Say About Us

★★★★★

"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."

James R.
Owner, Independent Agency · Texas
★★★★★

"The VA knew AMS360 better than some of our in-house staff. She was handling endorsements and ACORD submissions independently within days. Incredible value."

Michelle P.
Agency Manager · Georgia
★★★★★

"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."

David L.
Principal Broker · New York

Stop Paying US Rates for Back-Office Insurance Work

Book a free 30-minute consultation. We'll review your workflow and show you exactly how a trained insurance VA can help your agency.