Catalyit Guide

Outsourcing

From virtual assistants and back-office support to policy processing and RPA (robotic process automation), outsourcing solutions allow agencies to focus on growth and client relationships.
Section I: Outsourcing in 2025
  
Section I

Outsourcing in 2025

What is an Outsourcing solution?

Outsourcing covers technology and service providers that help insurance agencies streamline operations, reduce workload, and improve efficiency. From virtual assistants and back-office support to policy processing and RPA (robotic process automation), outsourcing solutions allow agencies to focus on growth and client relationships. By leveraging outsourcing tools and providers, agencies can scale effectively, reduce overhead costs, and enhance service delivery without adding internal staff.

This guide can help...

  • Hiring & Recruiting
  • Workflows, Processes & Automations
  • Saving Time
  • Quoting & Remarkets
“Outsourcing has taken on a whole new meaning, thanks to the rise of AI. AI isn’t here to take over your office—it’s here to be the ultimate teammate. Today’s outsourcing isn’t about shipping tasks off to a VA. It’s about using AI tools to automate processes that eat up your team’s time. We’re talking about everything from data entry and claims processing to customer service interactions and even more complex tasks like underwriting. AI tools can handle repetitive, time-consuming tasks quickly and precisely, freeing your staff to focus on what matters. By outsourcing mundane tasks to AI, your team can spend more time doing what they do best—building relationships with clients, developing creative solutions, and driving your business forward. And isn’t that what we all want? A team that’s not bogged down by paperwork but energized and focused on growing the agency.”
Casey Nelson
Casey Nelson

Director of Consulting

The Two Types of Outsourcing:

Robotic Process Automation (RPA)

Automates repetitive, rule-based tasks using bots that mimic human actions, increasing efficiency and reducing errors across various business functions.

Virtual Employee/Virtual Assistant (VA)

Provide remote support for administrative and operational tasks, helping businesses reduce costs and improve efficiency. These services allow your team to focus on growth-oriented activities.

virtual-assistant-scaled
The Evolution of Outsourcing in Insurance Agencies
From Virtual Assistants to AI-Powered Partners
Go Deeper
      
Section II

How do I get started?

Are you looking for an outsourcing solution that meets your agency’s unique needs? With so many options available, it can be overwhelming to make a decision. Check out this curated series of webinars and articles to prepare your agency for an outsourcing solution.

Outsourcing 101: Quick Wins For Your Agency

Join Casey Nelson for Outsourcing 101 to learn about some quick wins you can implement in your agency today.

Watch Now

Key Processes in Insurance That Can Be Automated with RPA

If you’re still manually handling things like policy renewals or claims processing, it’s time to look closely at what RPA can do for you.

Go Deeper

How to Get Started with RPA in Your Agency Today

Ready to dip your toes into the world of RPA and start streamlining your insurance agency? Let’s break it down into some simple steps that’ll have you automating like a pro in no time. 

Go Deeper

Preparing Your Team for RPA-Driven Workflows: A Learning Journey

While RPA is a powerful tool, its success ultimately hinges on the people using it—your team. Just like in any educational journey, preparation is key, and that’s where focused training comes into play.

Go Deeper

The Future of RPA in Insurance: Trends to Watch

RPA has already started transforming how insurance agencies operate, but what’s even more exciting is where it’s headed. Let’s dive into some trends to watch.

Go Deeper
     
Section III

What solutions are available?

Take a closer look at all your available options by visiting their profiles.

Adapt
Adapt

Adapt
by Adapt

Automate document processing and notifications to save account managers 1-2 hours each day and eliminate costly risks.

RPA Outsourcing

CSRdigit by Exdion
CSRdigit by Exdion

CSRdigit by Exdion
by Exdion Insurance

AI-powered insurance management solution for the whole insurance policy life cycle.

RPA Outsourcing

Insu serve-1
Insu serve-1

Insu serve-1
by Insu serve-1

24-hour administrative insurance back-office outsourcing services

Outsourcing

Liberate
Liberate

Liberate
by Liberate

Autonomously resolving 80% of customer calls through AI

Chatbots Outsourcing

Marble Box
Marble Box

Marble Box
by Marble Box

Managed back-office services for independent insurance agencies

Outsourcing

Patra
Patra

Patra
by Patra Corp

Technology-enabled insurance outsourcing services and AI-powered software solutions

RPA Outsourcing

Powerbroker AI
Powerbroker AI

Powerbroker AI
by Powerbroker.ai

Intelligent software that leverages AI to automate tedious tasks.

RPA Outsourcing

SkySource
SkySource

SkySource
by Dyad

Cost-effective insurance outsourcing program that handles routine business processes

Outsourcing

Sonant AI
Sonant AI

Sonant AI
by Sonant AI

AI receptionist for insurance agencies.

Chatbots Generative AI Outsourcing 101 Weston Labs

vBots Intelligent Assistant
vBots Intelligent Assistant

vBots Intelligent Assistant
by Eleviant CTG

Pre-built RPA and AI bots to boost productivity, cut costs, and eliminate errors, mistakes, and monotony in repetitive tasks.

RPA Outsourcing

24/7/365 Customer Service Center
24/7/365 Customer Service Center

24/7/365 Customer Service Center
by Insure Response

Outsourcing

Agency VA
Agency VA

Agency VA
by Agency VA

Outsourcing

Brightside
Brightside

Brightside
by Brightside

Generative AI Outsourcing

Broker CoPilot
Broker CoPilot

Broker CoPilot
by Bluepond.ai

RPA Outsourcing

Cara
Cara

Cara
by Oyster Technologies

Generative AI Chatbots Outsourcing

CertAssist and PolicyPro
CertAssist and PolicyPro

CertAssist and PolicyPro
by LightDoc AI

Outsourcing Generative AI

Checkk
Checkk

Checkk
by Checkk AI

Outsourcing Generative AI

FBSPL
FBSPL

FBSPL
by FBSPL

Outsourcing

Fulcrum
Fulcrum

Fulcrum
by Fulcrum

RPA Outsourcing Sales Management

GAIL
GAIL

GAIL
by GAIL

Chatbots Outsourcing

Growth.Insure
Growth.Insure

Growth.Insure
by Growth.Insure

Outsourcing

Nexa
Nexa

Nexa
by Nexa Receptionists

Outsourcing

Office Beacon
Office Beacon

Office Beacon
by Office Beacon

Outsourcing

Pathway
Pathway

Pathway
by Pathway

RPA Marketing Automation & Email Outsourcing

Quandri Policy Checking
Quandri Policy Checking

Quandri Policy Checking
by Quandri

RPA Outsourcing

Renewal, Automation, & Commission Virtual Assistants
Renewal, Automation, & Commission Virtual Assistants

Renewal, Automation, & Commission Virtual Assistants
by ia Blueprint

Outsourcing

Software Engineering and or Back Office Staff Augmention
Software Engineering and or Back Office Staff Augmention

Software Engineering and or Back Office Staff Augmention
by InsuranceTechTalent

Outsourcing

Virtual Assistants & 30 Million Dollar Agency Blueprints
Virtual Assistants & 30 Million Dollar Agency Blueprints

Virtual Assistants & 30 Million Dollar Agency Blueprints
by Lava Automation

Outsourcing

Virtual Assistants and Back-office Support
Virtual Assistants and Back-office Support

Virtual Assistants and Back-office Support
by Cover Desk

Outsourcing

Virtual CSR
Virtual CSR

Virtual CSR
by Virtual Insurance Pro

Outsourcing

Virtual Outsourcing Solutions
Virtual Outsourcing Solutions

Virtual Outsourcing Solutions
by Virtual Intelligence

Outsourcing

Virtual Professionals
Virtual Professionals

Virtual Professionals
by Savvital

Outsourcing

Wahve
Wahve

Wahve
by WAHVE

Outsourcing

WeSage BPM
WeSage BPM

WeSage BPM
by WeSage

Outsourcing

"Let's Talk Outsourcing" Series

    
Section IV

How does each solution compare against one another?

Make an informed decision by comparing solutions side-by-side. Click the logo to take a deeper dive and learn more about the solution.

Brand/Product name
AMS Expertise
Ideal Agency Size
Minimum Term of Engagement
Services Provided
Agency Can Select VA
Majority of Workforce
VA Background Checks
Onboarding Time
Quality Control Checks
Contract Termination Process
E&O Policy
Cyber Policies & Procedures
Data Stored on Network
VAs On-site at Company Facility
Staff Device Policies
Last Updated
     
Section V

What are independent insurance agents using, and how do they rate?

Catalyit partnered with Big “I” state associations to survey independent insurance agencies across the US and gather information about their tech stack and satisfaction.

17%

Agencies using an outsourcing (virtual employee) service

Catalyit Goes Deeper

Virtual assistants are gaining popularity as agencies outsource non-core and time-consuming tasks to third-party service providers. This allows agency staff to focus on client engagement. Outsourcing provides access to specialized expertise and services that may not be available in-house, such as accounting, marketing, administrative, or IT support. By outsourcing these tasks, independent agents can reduce operating costs, improve efficiency, and access resources that would otherwise be too expensive or difficult to acquire. There are several popular outsourcing options available for agencies of any size.

Most Used
% Use
Avg. Rating
ReSource Pro
14%
4.3
Patra
14%
3.8
AgencyVA
11%
4.4
Cover Desk
10%
4.3
Marble Box
8%
4.0
Exdion Insurance
4%
4.5
WAHVE
4%
4.0
Elevate Teams
3%
4.5
Edge EA
3%
4.5
Fusion Business Solutions
3%
3.0
Insu serve-1
3%
5.0
Other
25%
4.2
     
Section VI

Additional Resources

Keep yourself informed with the latest insights and product demos.

TechTips Articles

5 AI Opportunities for Retail Insurance Agencies in 2025
AI
AI

5 AI Opportunities for Retail Insurance Agencies in 2025

February 20, 2025 4 min read
The Evolution of Outsourcing in Insurance Agencies: From Virtual Assistants to AI-Powered Partners
AI

The Evolution of Outsourcing in Insurance Agencies: From Virtual Assistants to AI-Powered Partners

November 25, 2024 3 min read
Catalyit Welcomes Powerbroker AI as a Premium Solution Provider
AI

Catalyit Welcomes Powerbroker AI as a Premium Solution Provider

September 30, 2024 1 min read
Preparing Your Team for RPA-Driven Workflows: A Learning Journey
Automation

Preparing Your Team for RPA-Driven Workflows: A Learning Journey

September 24, 2024 3 min read
The Future of RPA in Insurance: Trends to Watch
Automation

The Future of RPA in Insurance: Trends to Watch

September 23, 2024 3 min read
How to Get Started with RPA in Your Agency Today
Automation

How to Get Started with RPA in Your Agency Today

September 4, 2024 4 min read

Webinars & Demos

How Intelligent Automation Helps Streamline, Simplify, and Scale Agency Operations
Eleviant

How Intelligent Automation Helps Streamline, Simplify, and Scale Agency Operations

April 10, 2025
Liberate Demo
Liberate
Outsourcing

Liberate Demo

February 6, 2025
Patra Policy Checking AI Demo
Patra logo
Outsourcing

Patra Policy Checking AI Demo

February 4, 2025
Exdion Insurance Demo
Exdion Insurance
Exdion Insurance

Exdion Insurance Demo

January 17, 2025
vBots Digital Assistant Demo
vBots Digital Assistant
Eleviant

vBots Digital Assistant Demo

December 17, 2024
Outsourcing 101: Quick Wins For Your Agency
Outsourcing

Outsourcing 101: Quick Wins For Your Agency

September 27, 2024
    
Section VII

Have questions?

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Contributors:

Steve Anderson

Steve Anderson

Casey Nelson

Casey Nelson

Mark Parrish

Mark Parrish

Jason Sabo

Jason Sabo

Guide Last Updated: January 2025

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