Extend Your Team helps Insurance Agencies and MGAs increase revenue, profit and gain operational efficiency.
With a 99% retention rate, you get consistency, accuracy, and reliability your clients can depend on.
Focus on the work that truly moves your business forward -free up your time, drive higher revenue and profit.
A US-based executive team with deep insurance expertise and 99% retention for stability.
Seasoned recruiters with a proven process, plus full compliance, payroll, and HR support.
Virtual Assistants for Insurance Agencies
By offloading cumbersome tasks, agency principals, producers and key staff can focus on generating more revenue and increasing profit.
We help insurance agencies develop efficient operations, fast response times, and reliable customer service to maintain client satisfaction and stay competitive.
Scalable service models that support MGAs at every stage of growth.
MGAs require operational, support, and scalable processing power. We can help you build a highly qualified team of 1 or 100.
From phones and quoting to billing, CSR tasks, and underwriting support – we cover it all.
Manage them as part of your team while we handle compliance, payroll, and backend support.
We follow your SOPs and SLAs and help manage daily operations seamlessly.
If your producers are overloaded, operations feel stretched, or growth has slowed, you’re likely hitting one of three common growth ceilings.
Download our free white paper to learn what’s causing it and how leading agencies move beyond it.
Yes! Our virtual assistants help you reduce staffing costs by 40–60% compared to entry-level U.S.-based employees, while remaining fully productive with minimal ramp-up time.
They integrate quickly into your workflows, and we provide ongoing coaching and training to ensure consistently high performance aligned with your business needs.
Yes. Our VAs are trained in insurance-specific processes and tools and are experienced in supporting MGAs, carriers, brokers, and agencies. They follow your SOPs, workflows, and system requirements to ensure seamless integration.
Our virtual assistants support a wide range of insurance operations, including policy quoting, endorsements, renewals, certificate issuance, data entry, billing support, claims administration, underwriting assistance, and customer service (CSR) tasks.
Yes. We offer dedicated virtual assistants who work solely with your organization, functioning as an extension of your internal team.