Features & Quick Stats
Key Features
- Virtual insurance associates for policy servicing, renewals, claims support, CRM management, and administrative workflows
- Dedicated virtual professionals with onboarding and ongoing performance management support
- Assistance with data entry, client communication, scheduling, and back-office operations
- Support for agency workflows through trained remote staff and documented processes
- Cybersecurity measures including VPN access, endpoint protection, and security monitoring
- Flexible staffing options for agencies needing part-time, full-time, or scalable operational support
Core Business
Virtual staffing and operational support services for insurance agencies, including administrative assistance, policy servicing support, CRM management, client communication, and back-office workflow management.
How Virtual Professionals Helps Independent Agents & Brokers
Savvital helps insurance agencies reduce administrative workload by providing trained virtual professionals to support day-to-day operations. Agencies can offload repetitive servicing, documentation, CRM, and client communication tasks so internal teams can focus on client relationships, revenue-generating activities, and agency growth. The service also helps agencies improve workflow consistency, operational visibility, and staffing flexibility without adding traditional in-house overhead.
Partnerships
BigI MN, MAIA, IdealTraits, BigIOK
Certifications & Awards
Best Places to Work 2021, Young Agent Of The Year, The Future Of Insurance Ambassador