Lava Automation by Lava Automation

• Virtual Assistant (VA) Staffing: Policy Servicing, Renewals, Data Entry, Client Communications, Claims Follow-Up, Appointment Scheduling, Structured Onboarding and Training, Secure System Access, Ongoing Performance Oversight
• Workflow Automation: Zapier Integration, VOIP Integration, Conditional Forms, 60-Day Build Sprint, Adoption Support, Process Design, System Integration, CRM Automation, Custom Workflow Design
• Managed IT & Cybersecurity: 24x5 IT Support, Endpoint Detection and Response, Email Security, Dark Web Monitoring, File Backup, Annual IT Strategy Review, Cybersecurity Management, Flat Rate Pricing, One-Click Desktop Access

Virtual Assistants, Automation, IT & Security

• Virtual Assistant (VA) Staffing: Producers should be selling, not chasing tasks. Lava virtual assistants handle the work that fills up your team's day: policy servicing, renewals, data entry, client communications, claims follow-up, and appointment scheduling. Every virtual assistant undergoes structured onboarding and training, and your agency receives ongoing performance oversight and regular check-ins from our team. Flexible enough to scale up or down as your agency grows.
• Automation Solutions: Manual processes slow agencies down and create gaps that cost revenue. Lava maps your existing workflows, identifies what should be automated, and builds the systems to handle it. That includes connecting your CRM, VOIP, forms, and third-party tools so information moves without manual intervention. We build everything in a structured 60-day sprint and remain on for up to a year to make sure your team actually uses it.
• Managed IT & Cybersecurity: Most agencies piece together IT from multiple vendors and hope nothing falls through the cracks. When something goes wrong, there is no single person accountable for fixing it. Lava manages your full technology infrastructure as one accountable partner. Unmonitored devices, exposed credentials, and unpatched software are the gaps attackers look for, and a single phishing email or compromised password can create serious damage. Lava monitors your environment continuously, hardens your systems, and responds fast when something tries. All for a flat $150 per seat per month with no add-ons to chase down.

When clients use tools that incorporate AI capabilities and integrate with their existing platform, Lava assists with the integration and ensures the workflow is built to take full advantage of those features.

We have several SIAA master agency partnerships

SOC 2 Type 1

$500 off our automation setup