Written by the WiseVAs team · Reviewed by Marcio Gonçalves, Founder and CEO · Last updated
An insurance virtual assistant supports agencies and brokers with the back-office work behind every policy: processing applications and endorsements, preparing quotes, following up on claims, managing renewals, and keeping your agency management system current.
Producers earn when they're selling and advising — not chasing paperwork. An insurance VA absorbs the administrative load so your team spends its time on clients and new business instead of data entry and follow-up.
WiseVAs insurance assistants are pre vetted LATAM professionals experienced in agency workflows and tools like Applied Epic, EZLynx, and HawkSoft, and trained in AI — so admin moves faster and more accurately.
Insurance tasks to delegate
Policy administration
Processing applications, endorsements, and changes accurately in your AMS.
Quoting support
Preparing quotes and gathering carrier information so producers can present fast.
Renewals management
Tracking renewal dates, preparing paperwork, and prompting timely outreach.
Claims follow-up
Coordinating claims status updates and keeping clients informed.
CRM & data entry
Keeping client records, documents, and pipelines current and organized.
Client communication
Handling routine client requests, certificates, and document collection.
Why hire your insurance VA through WiseVAs
Producers stay selling
Offload admin so your licensed team focuses on advising and writing business.
AMS-fluent
Experienced in Applied Epic, EZLynx, HawkSoft, and other agency platforms.
AI-accelerated accuracy
Trained in AI and automation tools that reduce errors in policy and data work.
Fully managed, 1 monthly invoice
Recruiting, contracts, payments, and support handled for you.
What owners say
Owners get their week back.
“I couldn't pick a better fit than the 2 hires that WiseVAs connected us with. The proof is that things are working and we're back on track. Here I am, on the beach, on a Monday.”
JoBen BarkeyCEO, Soccer Shots Oahu
“What really stood out is that every candidate WiseVAs sent me was already pre screened. It saved me hours of trying to find the right people. I only interviewed the best options and choosing the right person was really easy.”
Rodrigo EustaquioCo founder and CEO, IRIS Environmental Laboratories
An insurance virtual assistant supports agencies with policy administration, quoting support, renewals management, claims follow-up, CRM and data entry, and routine client communication — handling the back-office work so producers can focus on selling and advising.
WiseVAs insurance assistants are priced per role by seniority, from $2,000 a month, with recruiting, contracts, and payments included. Book a free audit for a quote based on your agency's volume and the hours you need.
Our assistants are experienced across common platforms including Applied Epic, EZLynx, HawkSoft, AMS360, and NowCerts, and ramp quickly on whatever system your agency uses.
Insurance VAs handle administrative and support tasks — data entry, document prep, follow-up, and coordination. Licensed activities such as binding or giving coverage advice remain with your licensed staff; your VA keeps the supporting work organized and moving.
Book a free audit with WiseVAs. We'll scope your agency workflows, systems, and volume, then match you with a pre vetted, AI-trained LATAM insurance assistant — typically within days.
Get back to leading, not doing.
Book a free audit. We map what to hand off and which roles fit, before you commit to anything.
