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
Administrative Support
Customer Service
Marketing Assistant
Inside Sales

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.

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.

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.

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

Marketing

Customer Service
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What Our Clients Are Saying






“MyOutDesk allows us to scale more quickly & be more profitable! Our top reps in the USA are getting greater job satisfaction now because they’re able to focus more on developing relationships with clients rather than repetitive task-work.”






“MyOutDesk removes all of the extraneous work and lets you focus on working directly with people who support your business. We’ve been very happy with the quality of people they have available to work with, the ease of interacting with and training highly prepared candidates, and the efficiency of keeping accountability and compensation running smoothly.”






“My virtual assistant made me $43,000 in commissions less than half an hour ago, so if you’re still on the fence about hiring one, my advice is: just do it. The ROI on our virtual assistants is amazing – it’s definitely going to finish the year over 20x.”






“The whole team at MOD has been fantastic to work with. Very professional from start to finish. We look forward to a long working relationship with them.”






“It’s crazy how great MyOutDesk is – you guys go way beyond what I expected! We hired our first virtual assistant, named Mary, and she’s simply awesome. It was a tough choice, though, because we interviewed four separate VA candidates, and honestly I wanted to hire all of them!”






“Our agency goes hand-in-hand with our property inspections since we cater mainly to them but we’ve worked with other service industries. Our VAs handle two aspects: social media, helping them with posts, designs and content; and marketing, activating campaigns and maintaining them in automation sequences. They’re incredible!”






“It’s been great working with MyOutDesk – it’s been very beneficial and cost effective for me. I try to focus on staying top of mind with REALTORS® to generate new business, and my VA’s assist with tasks like loan pipelines, deal pipelines, & client interactions that reduce my ability to build relationships & acquire mortgage deals.”






“It would cost us 50% more to do what we’re doing with our Virtual Assistants! The talents we found are such beasts. They’ve caught on very quickly even compared to those we hire in person!”






“They (VAs) do so much support for our processors and loan officers — they make sure the documents are complete, they handle a lot of calls and verifications, data entry, follow-ups with 3rd parties. We still do a lot of in-house processes with our loan officers and processors, but our VAs make everything flow smoothly, bridging the gaps and saving 50-60% at least!”






“We hired our first VA about 4 years ago, and they’ve become an essential part of the business. They do administrative work, ensure quality in our client info & leads, update the CRM, create reports, etc. If they’re gone, we start crying – they’re really that crucial.”






“People ask me how I can afford a virtual assistant. I can’t afford NOT to have one! Since hiring a virtual professional, my business has increased 322%. My VA handles my emails, phone calls, transaction work, everything I need help with. She’s like my partner.”






“Best cost-to-benefit ratio, we’re getting at least 5x what we pay them back in return! With our VAs, they’ve made our local people to really step up to what they’re best at—focus more on projects, and closing deals, instead of overwhelming admin tasks.”






“Our Virtual Assistants are able to do the job better than the local people, raising the bar! They are more mature, more experienced, more grateful and more committed to what they were doing and raised the bar for all our other employees!”






“Our VA is a very important part of our business does a phenomenal job! She will learn anything we ask and doesn’t hesitate to self-inititate when necessary. Daniel Ramsey has done a fabulous job putting together the best of the best – We couldn’t be happier!!”






“MyOutDesk has freed up my life! People say that time is money, but time is so much more valuable than money – and with MyOutDesk I’ve been able to get my time back and my life back. I’m spending less time working and making more money.”
Helpful Resources
The healthcare industry is seeing a surge in virtual assistants (VAs), particularly from the Philippines. Their strong work ethic, medical knowledge, and cultural fluency make them ideal for streamlining operations, boosting patient experience, and freeing up medical professionals’ time.
The Philippines is one of the top destinations where major corporations outsource their business needs too, allowing businesses to keep overhead down on expenses such as office space, equipment, internet connection, taxes, and even benefits.
A virtual assistant (VA) is a remote worker who provides a variety of services such as customer support, administrative support, marketing support, and more – typically from outside of their client’s country. They are employed by a large variety of businesses, from every industry, as a way to improve productivity of in-house teams.
Frequently Asked Questions
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