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Insurance · Quote Preparation

Insurance Quote Preparation Virtual Assistant

Entering applicant data, running rating and marketing, and compiling comparisons across carriers — so producers deliver options fast.

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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
Fast
Quote turnaround
7 days
To go live
RATED
Multi-carrier quote
comparison ready
What is a quoting VA?

A quoting VA prepares quotes across carriers — entering applicant data, running rating/marketing, and compiling comparisons — so producers deliver options fast.

The problem

Slow quoting loses deals to faster competitors.

When quoting is slow, prospects go with whoever answers first. A quoting VA enters applications, rates across carriers, and compiles comparisons so producers deliver options fast.

What’s included

What’s included.

Application data entry
Carrier rating and marketing
Quote comparison prep
Proposal formatting
Follow-up support
Multi-carrier handling
How it works

How it works — step by step.

1

Collect

They collect applicant data.

2

Rate

They rate across carriers.

3

Compile

They compile the comparison.

4

Format

They format the proposal.

5

Hand off

They hand it to the producer.

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
The stack

Tools they work in.

They plug into the platforms you already run — no migration required.

EZLynx Applied Rating Carrier portals
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.

Dedicated & vetted
Background-checked, never a shared pool.
Secure & compliant
Access-controlled handling of client data.
Meet before you commit
You approve your assistant first.
Related services

Round out your insurance support.

Insurance VA hub

All the ways a dedicated VA supports your insurance operations.

Explore →

Lead Gen & Follow-up

Leads and renewals worked.

Explore →

Policy Administration

Issuance, endorsements, renewals.

Explore →
FAQ

Insurance Quote Preparation Virtual Assistant — 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

Quote faster, win more.

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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