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Virtual Assistants · Insurance

Insurance Virtual Assistant Services

Policy administration, claims support, quoting, lead follow-up, and customer service — trained on your agency management system — so producers can focus on selling.

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US · CA · UK · AUFrom $500/moLive in 7 daysSecure & compliant
EN
Your dedicated assistant
Online · clearing your queue
Morning tasks synced
Priority items handled
Updating your tools…
End-of-day report
Tasks cleared today27
$500
per month to start
7 days
To go live
ISSUED
Policy endorsement
updated in AMS
What is an insurance virtual assistant?

An insurance virtual assistant supports agencies and brokers with administrative work — policy administration, claims support, quoting, lead follow-up, and customer service — trained on your agency management system, so producers can focus on selling.

The problem

Producers are servicing when they should be selling.

Producers lose selling time to policy admin, quoting, and service work. An insurance VA handles the back-office and service tasks — securely, on your AMS — so producers stay in front of prospects.

What they handle

What a insurance VA takes off your plate.

01

Policy Administration

Issuance, endorsements, renewals.

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02

Claims Processing

Intake, coordination, and updates.

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03

Quote Preparation

Multi-carrier quotes, fast.

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04

Lead Gen & Follow-up

Leads and renewals worked.

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05

Customer Service

Changes, certs, and service.

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How it works

Live in a week — not a hiring cycle.

1

Discover

We map your goals, tools, and where your time is leaking.

2

Match & train

We hand-pick and train your assistant on your tools and tone. You meet them before you commit.

3

Launch

Your assistant goes live within 7 days, with clear tasks and reporting.

4

Optimize

We track outcomes, tune workflows, and report weekly.

The math

In-house vs. Edge Nova.

In-house hire
Edge Nova VA
Cost
$45k–$65k/yr + benefits, equipment
From $500/mo — up to 50% less
Time to start
Weeks to hire and train
Live in 7 days
Coverage
One person, PTO gaps
Trained backup, your time zone
Commitment
Salary + severance risk
No long-term lock-in
Why Edge Nova

An assistant who feels in-house.

Your assistant is dedicated to your account and background-checked, trained on your tools before day one, and works under secure & compliant processes with US/CA/UK/AU coverage. You get access-controlled handling of your data, and you meet your match before you commit.

Tools our insurance VAs work in
Applied Epic AMS360 EZLynx HawkSoft Your AMS Carrier portals Claims systems Applied Rating Your AMS / CRM Dialer
FAQ

Insurance Virtual Assistant Services — FAQs.

The team behind your insurance VA

Behind your insurance VA: 25+ years of BPO operating experience.

Edge Nova is led by an operator who has run inbound, outbound, and back-office teams since 1999 — across virtually every niche, for blue-chip clients. Your insurance VA is recruited, vetted, and managed with that same operating discipline, and is dedicated to your account — never a rotating pool.

1999
Operating in BPO since — 25+ years of experience behind your team.
NCR
Dedicated teams based in India’s NCR region, assigned only to you.
4-stage
Every hire clears a psychometric test, an SME interview, a functional-head round, then HR.
In-house
Our own recruiters source continuously via LinkedIn & Naukri.
Get started

Free your producers to sell.

Tell us about your practice and where the time goes — we’ll reach out within one business day with a plan.

Book my free consultation

No obligation · we reply within one business day

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