For independent insurance agencies

50+ tasks a dedicated VA can take off your plate

Your Agent Desk VA is insurance trained and works inside your own management system and raters. Here is the real work they handle, so your producers get back to writing business.

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Commercial and personal linesWorks in your AMSWe carry E&O and sign NDAs

What we handle

The work your VA owns, day to day

Commercial and personal lines, done inside your existing systems and workflows.

Certificates and proof of insurance

Certificates of insurance (COIs)
Rush and same day requests
Certificate holder lists
Evidence of property and auto ID cards
Renewal tracking so nothing lapses
Certificate templates set up for repeat holders

Policy administration and endorsements

Endorsements and policy changes
ACORD forms and applications
Binders issued and tracked
New policy setup in the AMS
Cancellations and reinstatements
Policy documents filed and organized in the AMS

New business and submissions

Clean commercial submissions
Loss runs and supporting docs
Supplemental applications
Quotes run in your comparative raters
Underwriter follow up
Proposals prepared for the producer

Renewals and remarketing

Renewal lists and prep ahead of time
Remarketing accounts for a better fit
Updated exposures from insureds
Renewal proposals for the producer
Reminders to insureds by email and text
Chasing missing renewal information

Claims support

First notice of loss entry
Claims opened and logged
Status tracking and file updates
Documents coordinated with the carrier
Follow up so nothing sits idle

Accounting and reconciliation

Direct bill reconciliation
Agency bill invoicing
Commission statement matching
Carrier statement reconciliation
Past due follow up

Data, systems, and reporting

Data entry and cleanup in the AMS
Records kept complete and current
Duplicate records merged
Production and renewal reports
Book of business reports

Customer and producer support

Insured questions answered by email and text
Signature requests sent and collected
Welcome packets prepared
Review appointments scheduled
Follow up handled so producers can sell

Marketing and retention support

Cross-sell and upsell opportunity lists
Review and testimonial requests
Referral tracking and follow up
Welcome and renewal reminder sequences
Win back outreach on lost accounts
List and pipeline hygiene

See what a dedicated VA would take off your plate

Book a short call and we will walk through your agency workload and show you exactly which of these your VA would own first.

Book a Call