Insurance Virtual Assistant

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

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Protect your Productivity With A Virtual Assistant For Your Insurance Agency

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

An Insurance Virtual Assistant For All Your Needs


Our administrative virtual assistant is here to assist you and your team with a wide range of everyday tasks. They can handle calendar management, scheduling coordination, presentations, reports, meeting and conference coordination, video calls, and much more. Additionally, they can take care of CRM management, commission management and reconciliation, as well as uploading necessary customer information for the binding process.

Consider them as your team’s primary point of contact for all administrative needs, providing valuable operational support. They can handle specific tasks such as accounting and bookkeeping, expense and receivable reconciliation and balancing, updating client account information, assisting clients and prospects with form filling, and performing general data entry.

Service & Support

Your virtual customer service representative serves as your agency’s frontline for incoming communication from prospects and clients for initial processing and information updates, late payment, cancellation and renewal calls & follow-ups, client care and nurture, claims assistance and coordination.

They can also tackle book of business management, payment and late payment, cancellation and renewal calls & follow-ups, client care and nurture, claims assistance and coordination.


A marketing virtual assistant can provide valuable support to an insurance agency. They can assist with managing marketing campaigns, coordinating with the Marketing Analyst for competitor research, creating marketing assets, handling social media management, web updates, and sharing news and articles.

They work closely with agents to implement marketing plans and strategies, and report marketing analytics to agents and the marketing team.

Inside Sales

A virtual inside sales representative can receive calls from your prospective clients, respond to all incoming inquiries from various channels, perform eligibility & qualification verification, handle customer interaction & documentation, agent coordination and scheduling, and review proposals and applications for new and renewing clients to confirm accurate customer information and binding eligibility.

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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.