Indispensable Virtual Assistants for
Insurance
Stay focused on building relationships & business – that’s why insurance industry professionals trust MyOutDesk, with over 7500 clients across the USA & Canada!
Virtual Assistant For Insurance Agencies
A MyOutDesk virtual assistant provides essential support to an insurance brokerage by handling administrative tasks such as data entry, appointment scheduling, and client communication.
Insurance virtual assistants can assist in managing policy documents, processing claims, and conducting research – allowing the brokerage’s on-site team to focus on building client relationships, sales, and strategic decision-making, ultimately
What an Insurance Virtual Assistant can do
Administrative Support
- Schedule appointments and meetings for insurance agents and managers.
- Update and maintain the CRM system with client and prospect information.
- Generate commission reports for easy reference and accounting purposes.
- Provide bookkeeping support, balancing accounts and maintaining records.
Customer Service
- Act as the first point of contact for prospects and clients, addressing inquiries.
- Assist with late payment, renewal, and cancellation calls, ensuring client satisfaction.
- Assisting clients in filing and tracking claims.
- Manage and maintain the agency’s book of business, updating customer data.
- Review and verify customer applications for new policies or renewals.
Marketing Assistant
- Assist in executing marketing campaigns, ensuring timely and accurate delivery.
- Respond to comments and messages, fostering positive interactions with clients.
- Assist with creating and uploading marketing assets, such as banners and images.
- Gather and analyze marketing data to provide performance reports.
Inside Sales
- Verify eligibility and qualifications of potential clients for insurance coverage.
- Document all client communications and update customer records as needed.
- Schedule follow-up calls and meetings to move prospects through the sales pipeline.
- Coordinate with agents to finalize the binding process for new and renewing clients.
Related services
Administrative
Marketing
Customer Service
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What Our Clients Are Saying
“MyOutDesk has freed up my life! People say that time is money, but time is so much more valuable than money – and with MyOutDesk I’ve been able to get my time back and my life back. I’m spending less time working and making more money.”
“MyOutDesk is the perfect solution for my overall goals in the REO market. My virtual assistant has a lot of real estate knowledge, and what she doesn’t know, she picks up quickly. She has become a real asset to our team. I highly recommend MyOutDesk.”
“With my VA, I can reduce the costs and open up more revenue which I can give back to more clients with a better customer experience. My VA helps me build and market my brand over social media channels, edit my content and deliver them to the right audience—depending on which aspect of my businesses and personal life.”
MyOutDesk is the only VA company so far that I’ve kept someone long-term, I have the last few months, let go of like three or four different short-term professionals there, there was a lot of overpromise, underdeliver.
“We hired our first VA about 4 years ago, and they’ve become an essential part of the business. They do administrative work, ensure quality in our client info & leads, update the CRM, create reports, etc. If they’re gone, we start crying – they’re really that crucial.”
“MyOutDesk has exceeded our expectations! The interview process was super easy and we had very good candidates to chose from. Our VA is outstanding, learns quickly and has great language skills. We highly recommend MyOutDesk to anyone who needs an addition to their team.”
Most of my processes are so administrative-heavy and burdensome — I can’t sell business and be tied down with all of it! My VA helped me start streamlining our systems, she knows everything going on — that high touch level of service that my clients need, she does it!
“I switched to an outsource Virtual Assistant about two years ago. I find they are more efficient than those in the USA because they don’t have all the distractions. They work very hard. MyOutDesk is great about giving support and making my billing easy. They are always trying to help with the training of my Virtual Assistants.”
“MyOutDesk is where you’ll find real estate trained Virtual Assistants that can do everything that an assistant can do for you, except physically picking up a lockbox or paperwork, because they’re located remotely in the Philippines. They work the hours you want, in the timezone you’re in – and when you hire them for 8 hours a day, they actually work a full 8 hours a day – without the meetings, calls, bathroom breaks & everything else. They work, work, work, which is why they get so much done.”
“Our VA focuses on various aspects of the business and frees up time for our office administrator, who is physically in the office and being pulled in many directions that need extra focus and are extremely critical for us. Our VA also helps with our customer relations and support, they’re great with taking care of people!”
“MyOutDesk has really revolutionized our business. We’d generate rental leads, hand them off to our agents, and have those agents reach out. We needed a better way to use the time these agents were spending to get these leads ready to go out on tour. I can’t tell you how many hours you’ve saved for our agents.”
“I’m not going to be able to make $250,000 a year if I’m spending half my time doing $10 an hour work. That’s why we’re such big fans of virtual assistants and automation – because we need to delegate those tasks off to technology, virtual assistants, and team members so that we can get back to doing the high value work that makes us real money.”
“My virtual assistant made me $43,000 in commissions less than half an hour ago, so if you’re still on the fence about hiring one, my advice is: just do it. The ROI on our virtual assistants is amazing – it’s definitely going to finish the year over 20x.”
“I was nervous about hiring my 1st VA but MyOutDesk came highly recommended and I could not be more pleased. It’s been a short period of transitioning but I find myself with more time now, which I know in the long run is going to pay off huge dividends as I continue to build my business. I love the fact that I have a coach in conjunction with my VA that keeps us both on the right path to success for us all!”
“My Virtual Assistants (VAs) helped me quintuple my income supporting our turnkey setup for our clients with our system and technology.”
Helpful Resources
5 Industries that are Winning with Outsourcing
Outsourcing is no longer just about saving money—it’s about scaling smarter. Discover how enterprise-level businesses in healthcare, real estate, tech, finance, and e-commerce are leveraging virtual professionals to reduce overhead, boost efficiency, and stay competitive in 2025.
August 6, 2025
7 Healthcare Roles You Didn’t Know You Could Outsource
Burnout and soaring admin costs don’t have to limit patient care. Learn how HIPAA-trained virtual assistants can take over seven critical roles, from medical billing to telehealth support, so your healthcare team can focus on what matters most: patients.
May 19, 2025
How Virtual Assistants Reduce Overhead in Healthcare
Healthcare leaders are under pressure to deliver quality care while reducing overhead. Discover how virtual assistants help practices cut costs, boost efficiency, and enhance patient care.
May 1, 2025
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