A dedicated virtual assistant for insurance agencies, brokers and MGAs

Your VA handles policy administration, claims follow-up, renewals and CRM updates for agencies, brokers, MGAs and TPAs across the US and UK, starting at $6.5 per hour

Insurance-trained VAs
NDA-protected & confidential
Works inside your AMS
Onboarding in 48 hours

Who we serve

Built for every kind of insurance team

Insurance virtual assistant support for agencies, brokers, MGAs and TPAs

Insurance agencies

Policy servicing, renewals and client admin handled so producers stay focused on selling.

Insurance brokers

Faster turnaround on quotes, endorsements and COIs without adding in-house staff.

MGAs

Support for underwriting files, submissions and policy workflows as your book grows.

TPAs

Accurate claims documentation, status updates and standardised records.

What your VA handles

Insurance virtual assistant services

Your VA works inside your existing systems and takes on the operational load that pulls your team away from selling and servicing clients

Policy administration

Endorsement processingCertificates of insurancePolicy setup and renewalsDocument management

Claims support

FNOL processingClaims documentationStatus updatesSettlement processing

Underwriting support

Quote preparationSubmission processingDocument reviewRisk information gathering

Accounting & compliance

Premium reconciliationInsurance bookkeepingCompliance supportRegulatory reporting

Problems we solve

The bottlenecks holding insurance teams back

Employer benefit costs alone make up roughly 30 percent of total compensation, according to US Bureau of Labor Statistics data

High operating costs

Salaries and benefits add up fast, and a dedicated VA takes repetitive work off your team at a fraction of in-house cost.

Slow turnaround

Endorsements, COIs and claims updates sit in queues until your VA clears them daily, so clients get faster answers.

Staffing gaps

Add capacity during busy renewal seasons or staff leave, with a backup VA always ready to step in.

Records overload

We organise, validate and standardise scattered policy and client records so your team finds what it needs quickly.

Tools and systems

Your VA works in the systems you already use

Agency management, claims, CRM and accounting platforms

Applied Epic logo Applied Epic
Better Agency logo Better Agency
XILO logo XILO
AMS360 logo AMS360
Guidewire logo Guidewire
Zoho logo Zoho
Xactimate logo Xactimate
QuickBooks logo QuickBooks

Do not see your tool listed? We work with most platforms and adapt to whatever you use.

Client voices

What our clients actually say

Real feedback from insurance agencies, brokers, MGAs and other long-term clients

6 years partnership★★★★★
“We've had the pleasure of working with Sameer and Verito Assistance for the past 6 years, and I can confidently say his services have been invaluable to DRolls Associates. He consistently delivered quality work on time and kept us informed throughout each project. His support improved our efficiency, helped us meet critical deadlines, and ultimately contributed to our financial efficiency.”
Ofir Kolar, Client Success DirectorDRolls Associates, Israel

6 yrs

Continuous partnership

Quality · Reliability · Communication

What they valued most

Insurance agency★★★★★
“Verito's VA handles all our policy renewals and claims follow-ups. Our team now spends zero time on back-office, only sales. Best decision we made this year.”
Mark Hartley, Agency PrincipalVeridian Insurance Partners, Texas
Insurance broker★★★★★
“Harry is an amazing assistant. Organised, timely and quality work. Your efficiency is making me more productive.”
Logan H.United Kingdom
Insurance MGA★★★★★
“We onboarded our Verito VA in 48 hours and she was already processing policy endorsements by day two. Incredibly quick to learn our systems.”
Priya Roy, COOClearstone MGA, Toronto
Insurance broker★★★★★
“Dedicated virtual assistants are huge assets to insurance brokers. Cost effective, highly productive, proper documentation, prompt communication, error free processes.”
John P.United States
Insurance broker★★★★★
“Claims documentation used to eat up 3 hours every day. Our Verito VA now handles it all. We've cut processing time by over 70% in the first month alone.”
Laura Taylor, Operations HeadHarwick Insurance Brokers, London
Insurance agency★★★★★
“Renewal season used to be chaos. Now our VA sends reminders, chases clients, and preps all the paperwork. Our retention rate has gone up by 22%.”
James Brown, Agency OwnerPinnacle Cover Group, Sydney
Accounting★★★★★
“Sameer was very helpful and patient with me. I had developed an Excel sheet that needed more complicated formatting and he did a fabulous job. Sameer and his team are the real deal.”
John PanigasUSA
Accounting★★★★★
“Sameer delivered everything promised on time and to an extremely high quality, far better than other freelancers I've worked with. Fantastic and punctual person to work with.”
Murray H.Greenwich, United Kingdom
Research★★★★★
“Verito Assistance has provided us with contact data for several years. Their quality of work, their response time and speed of execution of tasks has been excellent.”
Robert Kaiser, CEO & FounderPPSS Group, United Kingdom
Data projects★★★★★
“I've been working with Sameer on various data projects and have been really impressed with his accuracy, attention to detail, and reliability. He always delivers high-quality work on time.”
Rebecca LyonBy Lyon, United Kingdom
Data research★★★★★
“Sameer did a great job with very high accuracy, exactly what I wanted. He is nice in communication and very careful about deadlines. Thank you!”
Anna B.Ankara, Turkey
Lead generation★★★★★
“Sameer has been endlessly helpful supporting us with our lead generation. We have seen high quality leads and a return on investment. Keep up the great work!”
Robert KaiserCEO & Founder, PPSS Group
Research★★★★★
“Great work by Sameer and his team on our ongoing and ad hoc data research projects.”
Ray MurphyCEO, Alert BI
Data projects★★★★★
“Fantastic, Sameer had great communication and executed the task efficiently and in great detail. Will certainly use his assistance again.”
Jodie K.London, United Kingdom
Admin support★★★★★
“Sameer was excellent, did as he promised and communication was outstanding. We are looking forward to working with you more!”
Angie T.Dublin, Ireland

FAQ

Insurance VA questions

What agency owners usually ask before handing over insurance back office work

Still have a question?

Talk to our team on a free 15-minute call

Book a free consultation →

An insurance VA handles day-to-day back office work such as endorsements, certificates of insurance, renewals, claims documentation, FNOL, quote preparation and AMS or CRM updates.

We support insurance agencies, brokers, MGAs, carriers and TPAs in the US and UK, mainly in property and casualty lines.

Yes. Your VA works inside your existing AMS, CRM and claims tools, such as Applied Epic or AMS360, with the access you grant.

Every VA signs an NDA before getting access, works only for your agency, and you control every login and can remove access at any time. We never sell, share or trade client or policyholder data.

Plans start at $6.5 per hour, with the Essentials plan at $640 a month and no setup charges. Book a free process audit to get a plan for your workload.