Guide: Outsourcing
Joined April 2023 | Last Updated September 2024
Agency VA has built a global workforce of trained insurance professionals. We’ve successfully recruited, trained, and placed thousands of virtual assistants with agencies of all shapes and sizes to support everything from Quoting, Certs and Data Entry to Social Media and executive assistants.
Features & Quick Stats
How Agency VA Helps Independent Agents/Brokers: We hire, manage, and train staff for your agency. Staff can help with service work like quoting, renewals, certificates, endorsements, email management, phone calls, etc.
Integrations: We work with all AMS, Raters, CRMs, VOIPs, and Carriers.
Partnerships: Majority of the AMS, Rater, CRMs. We also have partnered with a lot of aggregators, clusters, brokers, etc.
Exclusive Catalyit Deal: Yes – 10% off the setup fee. Agencies will also qualify for different discounts if they hire in bulk for their agency or organization.
Videos:
Key Features:
- AVA Tracking & Management Software – Time Clock Tracking, End of Day Report, Keystroke & Mouse Movement, Screen Recording, Data Reporting, Analytics & Reports, Payroll Transfer
- DIY Virtual Assistants – International Assistants, Licensed Assistants, Technology + Data Security Package, Equipment Package
- Autopilot Program – Daily Activities From Carrier & AMS, Customer Follow Up & Onboarding, Certificates, Renewals & Reshops, Endorsements, New Business Quoting, Phone Servicing with Inbound & Outbound Calls
Area of Operations: USA, Philippines, Nicaragua, Puerto Rico, India
Agency VA Videos
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