Indispensable Virtual Assistants for

Insurance

Stay focused on building relationships & business – that’s why insurance industry professionals trust MyOutDesk, with over 7500 clients across the USA & Canada!

 

Virtual Assistant For Insurance Agencies

A MyOutDesk virtual assistant provides essential support to an insurance brokerage by handling administrative tasks such as data entry, appointment scheduling, and client communication.

Insurance virtual assistants can assist in managing policy documents, processing claims, and conducting research – allowing the brokerage’s on-site team to focus on building client relationships, sales, and strategic decision-making, ultimately

What an Insurance Virtual Assistant can do

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Administrative Support

  • Schedule appointments and meetings for insurance agents and managers.
  • Update and maintain the CRM system with client and prospect information.
  • Generate commission reports for easy reference and accounting purposes.
  • Provide bookkeeping support, balancing accounts and maintaining records.
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Customer Service

  • Act as the first point of contact for prospects and clients, addressing inquiries.
  • Assist with late payment, renewal, and cancellation calls, ensuring client satisfaction.
  • Assisting clients in filing and tracking claims.
  • Manage and maintain the agency’s book of business, updating customer data.
  • Review and verify customer applications for new policies or renewals.
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Marketing Assistant

  • Assist in executing marketing campaigns, ensuring timely and accurate delivery.
  • Respond to comments and messages, fostering positive interactions with clients.
  • Assist with creating and uploading marketing assets, such as banners and images.
  • Gather and analyze marketing data to provide performance reports.
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Inside Sales

  • Verify eligibility and qualifications of potential clients for insurance coverage.
  • Document all client communications and update customer records as needed.
  • Schedule follow-up calls and meetings to move prospects through the sales pipeline.
  • Coordinate with agents to finalize the binding process for new and renewing clients.

Related services

Administrative

Administrative

Stay productive, not busy

Streamline operations and free up your team to focus on strategic goals with expert task management.

Marketing

Marketing
Drive brand growth

Scale your marketing efforts and drive results with targeted campaigns and efficient content creation.

Customer Service

Customer Service
Deliver exceptional support.

Enhance client satisfaction and loyalty with fast, professional, and personalized support.

Get started

Hire an Insurance Virtual Assistant with MyOutDesk today.

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Book a personalized strategy session

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Co-create your success plan

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Get indispensable talent & resources

What Our Clients Are Saying

Helpful Resources

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May 19, 2025

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How Virtual Assistants Reduce Overhead in Healthcare

Healthcare leaders are under pressure to deliver quality care while reducing overhead. Discover how virtual assistants help practices cut costs, boost efficiency, and enhance patient care.

May 1, 2025

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How Financial Firms Use Virtual Assistants to Boost Productivity & Client Service

Discover how financial advisors, accounting firms, and insurance agencies are boosting productivity and enhancing client service by leveraging virtual assistants.

April 1, 2025

Frequently Asked Questions

An insurance virtual assistant is a remote working professional, specializing in tasks related to the insurance industry. They can handle responsibilities such as customer inquiries, policy management, claims processing, administrative tasks, and other support functions for insurance agencies or professionals.
No, MyOutDesk’s insurance virtual assistants are not licensed agents. They provide administrative, customer support, and other functions within the insurance industry but may not hold active insurance licenses themselves. If tasks requiring licensure are needed, it’s important to ensure compliance with relevant regulations by involving appropriately licensed personnel.
Our insurance virtual assistants can work within a variety of insurance-related systems, including customer relationship management (CRM) platforms like Salesforce, insurance agency management software, document management systems, and communication tools. They can assist with data entry, lead management, policy tracking, administrative tasks, and more.

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Find a virtual professional that meets your unique business needs and save up to 70% on hiring costs today.