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The Team

Meet Our Insurance VA Experts

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.

S
Sarah M.
Personal Lines Specialist
6+ Years Experience

Specializes in personal lines insurance, handling quoting, renewals, and policy servicing for independent agencies.

Skills
HO3/HO4/HO6AutoQuotingRenewals
Tools
AMS360, EZLynx, QQ Catalyst, DocuSign
R
Rafael K.
Commercial Lines Expert
7+ Years Experience

Manages complex commercial submissions, underwriter communications, and ACORD forms with wholesale broker expertise.

Skills
General LiabilityWorkers CompE&OCyber
Tools
Vertafore, Hawksoft, RPS Portal, Amwins
A
Aisha T.
Trucking Insurance Specialist
5+ Years Experience

Focuses on trucking and transportation insurance including fleet quotes, cargo submissions, and FMCSA documentation.

Skills
TruckingFleetCargoFMCSA
Tools
Progressive Commercial, BTIS, Zoho CRM
M
Maria L.
Claims Processing Specialist
4+ Years Experience

Expert in claims intake, status tracking, and carrier communication. Ensures fast resolution for your clients.

Skills
Claims IntakeCarrier Follow-upDocumentationClient Updates
Tools
Applied Epic, NowCerts, Carrier Portals
J
James P.
Policy Servicing Lead
6+ Years Experience

Handles endorsements, cancellations, reinstatements, and policy changes with precision and speed.

Skills
EndorsementsPolicy ChangesCancellationsAudits
Tools
AMS360, Hawksoft, EZLynx, Agency Zoom
N
Nina R.
Certificate & COI Specialist
5+ Years Experience

Specializes in certificate issuance, COI tracking, and additional insured endorsements for commercial clients.

Skills
COI IssuanceAdditional InsuredTrackingRenewals
Tools
myCOI, ACORD Forms, Applied Epic, DocuSign
D
David C.
New Business Quoting Expert
5+ Years Experience

Fast and accurate quoting across multiple carriers. Specializes in comparative rating and proposal preparation.

Skills
Comparative RatingProposalsMulti-CarrierSubmissions
Tools
EZLynx, QQ Catalyst, Carrier Portals, Canva
L
Lisa H.
Renewal Management Specialist
4+ Years Experience

Manages the full renewal cycle from 90-day reviews to remarketing and client retention communications.

Skills
Renewal ReviewsRemarketingRetentionClient Outreach
Tools
AgencyZoom, HawkSoft, InsuredMine, RingCentral
K
Kevin W.
CRM & Data Entry Specialist
3+ Years Experience

Keeps your AMS clean and organized. Expert in data entry, client record management, and CRM maintenance.

Skills
Data EntryCRM UpdatesRecord CleanupReporting
Tools
AMS360, Vertafore, NowCerts, Google Sheets
E
Emily S.
Customer Service Specialist
4+ Years Experience

Provides professional client communication via phone, email, and chat. Handles inquiries and service requests.

Skills
Inbound CallsEmail SupportClient RelationsFollow-ups
Tools
RingCentral, Slack, MS Teams, Google Workspace

Want to Work With One of Our Experts?