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Delegate Gruntwork | Save 3+ hours Daily

Expert Virtual Assistant for Insurance Agency

Hire pre-vetted and trained VAs who know your industry inside out

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Backed by the Best

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Spend less time on gruntwork, more time closing deals

What All You Can Delegate to an Insurance Virtual Assistant

Administrative Tasks

They handle admin tasks like answering calls, managing calendars, preparing quotes, organizing policy documents, and sending renewal reminders

Client Support

Our insurance virtual assistants respond to client queries, process policy payments, follow up on claims, collect documents, & chase unpaid premiums

Marketing Support

They will also help you manage social media, send newsletters, and run email campaigns. Need flyers or posts? They know designing tools too!

Sales Support

Our team pre-qualifies leads, sets agent appointments, sends quote comparisons, and handles follow-ups, helping you grow your revenue

Claims Support

They collect initial claim info, enter it into your system, schedule inspections, and follow up with carriers. The process moves faster, and your team stays focused

Policy Management

Our insurance virtual assistants review client coverage, send renewal alerts, update policy details, and share final documents

You Don’t Need to Build a Hiring Funnel

We’ve done the hard part. You just hire and start delegating

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Help us figure out the support your agency needs

Why 95+ Insurance Agencies Hired with Wishup

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Top 0.1% Talent

Work with industry's top virtual assistants vetted for speed, quality, and aptitude

Tool Expertise

Get VAs trained in 70+ industry platforms and 50+ AI tools, so you don't need to spend weeks on training

Proven Experience

Hire professionals with industry experience, not random freelancers

Hear What Founders Have to Say About Us

Result That Speaks for Itself

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★★★★★

I appreciate the value a Wishup VA can bring to a business. The VAs of Wishup are very understanding and well trained in multiple skillsets, making them indispensable.

Niels Van De Bergh

Growth Consultant - Growth-Mechanics

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★★★★★

I couldn't be more thrilled with my Wishup VA. It took me a few weeks to get the time to organize the work to assign initially, but it's been the best business decision for me this year.

Andrew McDermott

Founder - Convia Media

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★★★★★

Working with Wishup has given our small and rapidly growing business the ability to move faster while simultaneously freeing up many hours a week. As a result, we can now focus on our strategy. The Wishup team will be a significant contributing factor to our future success.

Jason Gorman

Founder and Managing Partner - Jackrabbit LX

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★★★★★

We are very pleased with the work that Wishup Virtual Assistants have delivered for us. We use Wishup to augment many aspects of our business, from research, social media to marketing. Their staff is highly educated, very responsive, and experienced. We have been using them for over 6 months and have been telling others about our experience whenever we get the chance. The value they provide is truly immense.

Marvin Gouw

Co-Founder - Cubit

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We Support Insurance Agencies Across the Globe


USA
Los Angeles
New York
San Franciso
London
Austin
Abu Dhabi
Dubai
Toronto
Sydney
Vancouver
Berlin
Singapore
Dallas
Chicago

When We Say Trained, We Mean It

From insurance CRMs to AI tools, they know 120+ too

HubSpot
Calendly
Google WS
QuickBooks
ChatGPT
Excel
MS Office
Canva
MailChimp
Zoho
Slack
Zapier

Wishup Vs. The Rest: See Why Airbnb Businesses Choose Us

VA Onboarding Speed & Availability
Talent Quality & Training
Trained in AI/No-Code Tools
Business Tools (Apploye, Pipedrive, Hiring Credits, etc.)
Replacement & Money-Back
Dedicated Account Manager & VA Knowledge Transfer
Wishup
60 minutes (always available)
0.1% (Pre-vetted & Pre-trained)
✅ 120+
✅ Free Business Tools (Worth $500)
✅ Yes
✅ Yes
Freelance Platforms
Up to 3 weeks (waitlist)
Unclear (No training)
❗Limited
❌ No
❌ No
❌ No
Other VA Companies
1 to 2 weeks (waitlist)
1% (Pre-vetted Only)
❗Limited
❌ No
❌ No
❌ No

Wishup Vs. The Rest: See Why Airbnb Businesses Choose Us

VA Onboarding Speed & Availability

Wishup60 minutes (always available)
Freelance PlatformsUp to 3 weeks (waitlist)
Other VA Companies1 to 2 weeks (waitlist)

Talent Quality & Training

Wishup0.1% (Pre-vetted & Pre-trained)
Freelance PlatformsUnclear (No training)
Other VA Companies1% (Pre-vetted Only)

Trained in AI/No-Code Tools

Wishup✅ 120+
Freelance Platforms❗Limited
Other VA Companies❗Limited

Business Tools (Apploye, Pipedrive, Hiring Credits, etc.)

Wishup✅ Free Business Tools (Worth $500)
Freelance Platforms❌ No
Other VA Companies❌ No

Replacement & Money-Back

Wishup✅ Yes
Freelance Platforms❌ No
Other VA Companies❌ No

Dedicated Account Manager & VA Knowledge Transfer

Wishup✅ Yes
Freelance Platforms❌ No
Other VA Companies❌ No

Everything You Should Know About Airbnb Virtual Assistant

What Services Do Virtual Assistants Offer to Insurance Agencies?

  • Administrative Support: Policy data entry, CRM updates, document prep, and appointment setting
  • Client Communication: Follow-ups, quote requests, renewal reminders, and inbox management
  • Claims Assistance: Claims intake, status checks, and escalation coordination
  • Calendar & Schedule Management: Meeting scheduling, reminders, and event coordination
  • Marketing Help: Email campaigns, social media posts, and review requests
  • Lead Management: Prospecting, CRM tracking, and pipeline updates
  • Industry-Specific Support: HIPAA/FINRA-aware workflows, policy compliance, and secure file handling

Which Insurance Businesses Need Virtual Assistants?

  • Independent Insurance Agents: Get help managing policyholder inquiries, follow-ups, and renewals.
  • Brokerage Firms: Handle multiple clients, streamline document workflows, and centralize communication.
  • Health & Life Insurance Providers: Maintain top support while offloading claims coordination and client communication.
  • Auto & Property Insurance Firms: Schedule inspections, process policy paperwork, and support customer queries.

What are the Benefits of Hiring a Virtual Assistant?

  • Save Time & Cut Costs: Reduce admin workload by up to 70% and save significantly compared to full-time hires.
  • Client Responsiveness: Never miss follow-ups or renewal deadlines with a dedicated VA on your side.
  • Secure & Compliant Processes: Trained VAs understand confidentiality protocols and follow insurance regulations.
  • Scalable, Flexible Support: Add support during open enrollment, audit periods, or seasonal spikes.
  • Faster Onboarding: U.S.-based agencies can match you with trained VAs in under 48 hours.

Price Difference: Freelancer vs. Agency-managed VA vs. In-House Admin

Hiring Mode Estimated Cost Key Advantage
Freelancer US$20–30/hr Pay-as-you-go flexibility
Agency-managed VA US$25–60+/hr Trained VAs, onboarding support, backups, industry best
In-House Admin US$45K–65K/yr + benefits On-site presence

You can save 30–60% annually by switching from full-time staff to virtual assistants.

What are the Key Skills to Look for in a Virtual Assistant for Insurance?

  • Insurance Admin: Policy entry, CRM updates, and quote prep
  • Communication: Client-facing professionalism via email, chat, or calls
  • Compliance Awareness: Understanding of HIPAA, FINRA, and privacy protocols
  • Tool Proficiency: AMS, CRM, Microsoft Office, and Google Workspace
  • Attention to Detail: Accuracy in forms, claims, and renewal reminders
  • Time Management: Multitasking across client deadlines
  • Marketing Tools: Familiarity with platforms like Mailchimp, Canva, or Hootsuite

How to Hire a Virtual Assistant for Your Insurance Agency

  1. Define Your Needs: List out recurring admin, client, or claims-related tasks you want to delegate.
  2. Pick a Hiring Model: Choose freelance, agency-managed, or local staffing based on control and support needed.
  3. Evaluate Candidates or Agencies: Ask for insurance-related experience, test with sample tasks, and check references.
  4. Prioritize Compliance & Security: Sign NDAs, set access limits, and use secure platforms to manage documents.
  5. Set Clear Workflows: Outline expectations, communication methods, and check-in routines from Day 1.

Frequently Asked Questions About Insurance Virtual Assistants

A virtual assistant can handle admin work like scheduling, email management, CRM updates, and lead tracking. They can also help with claims follow-ups, policy documentation, and customer support, freeing up your time to focus on selling and servicing policies.

Yes, they can research and qualify leads, manage CRM data, send follow-up emails, and even run outreach campaigns using tools like Apollo or Hunter. This helps your sales pipeline stay active without you chasing every lead manually.

Definitely, as long as you work with trusted agencies that vet and train their VAs on handling sensitive information. Look for assistants who follow strict data privacy standards and are experienced in working with confidential documents.

Absolutely. VAs can answer their queries, schedule appointments, follow up on renewals, and send reminders. With clear guidelines, they can even personalize messages to match your agency’s tone.

Wishup’s trained virtual assistants come with industry knowledge. We make sure our hires have already worked with in the insurance sector and are familiar with common terms, policy types, and forms.

The cost of hiring a virtual assistant for an insurance agency usually ranges from $8 to $25 per hour, depending on their experience, skills, and location. At Wishup, you can get top-tier virtual assistants at competitive rates starting from just $10/hour. Our Kickstart Plan includes 4 hours of daily support for $999/month. For teams looking for full-time support, our Growth Engine Plan offers 8 hours/day and includes 30 user seats in our AI-powered office management app (worth $299/month) for $1799/month.

Yes. They can set up and manage renewal reminder systems, send follow-up emails, process policy payments, and even make courtesy calls. This ensures your clients stay informed and you don’t lose business due to missed renewals.

If you're looking for flexibility, lower overhead, and faster onboarding, a virtual assistant (VA) is the better choice. VAs work remotely, so you save on office space, equipment, and benefits. Tasks can be delegated right away without months of training. Full-time employees make more sense for positions that require constant supervision. But for repetitive, admin-heavy, or digital tasks, a VA is more cost-effective and just as reliable, sometimes even more productive, since they're trained to deliver results.

Definitely. VAs are trained in tools like Zoho, HubSpot, Salesforce, and others. They can update client data, manage deals, track communications, and ensure your CRM is organized and accurate.

Yes, our virtual assistant services offer flexibility across time zones. You can hire a virtual assistant for your insurance agency who works during your business hours, whether you're in the US, UK, or elsewhere.

Look for someone with admin experience, great communication skills, CRM knowledge, and ideally prior experience in insurance. Familiarity with tools like Excel, Google Workspace, and email platforms is also key.

Yes. VAs can scan, sort, rename, and upload client documents into your systems or cloud storage. They can also create folders and templates so your files stay organized moving forward.

You don’t need to train from scratch. Our VAs come pre-trained. All you need to do is spend a couple hours explaining your workflow, tools, and preferences. Loom videos or SOPs make the onboarding faster and smoother.

If you need help with client follow-ups, appointment reminders, or warm leads, VAs can make outbound calls.

Yes. Wishup’s VAs are trained in 70+ business tools, including CRMs and automation platforms that insurance agencies use. They’re experienced professionals, not freelancers, so they get started with minimal handholding.

You can usually get matched with a VA within 60 minutes through platforms like Wishup. After that, a short onboarding call is enough to kick off work.

Not at all. Our VAs are proactive and self-managed. As long as you give clear tasks and feedback early on, you’ll spend less time supervising and more time focusing on your core business.