Best suited for agencies that need airtight administrative support, these virtual assistants excel in roles where organization, precision, and follow-through are critical.
While fully trained in client communication and capable of handling calls when necessary, their core strengths are in keeping the back end of your business running smoothly and efficiently.
Client-facing virtual assistants are fully trained in all core insurance operations, with the added strength of exceptional communication skills.
They thrive in high volume environments, managing calls, inquiries, billing, and day-to-day client interactions. Their ability to build rapport and de-escalate issues makes them a reliable extension of your customer service team.
Elevated virtual assistants are the best of the best — top scores on internal testing, exceptional English proficiency, and handpicked for sharp problem-solving and career maturity.
With customized training tailored to your agency’s unique workflows, they’re built for complex operations and high-stakes support where leadership, experience and initiative matter.
Top performers, custom-trained for your agency's needs.
All of our partners are bilingual, aligned with your agency's timezone, and fully trained in the 4 industry leading AMS: Applied Epic, HawkSoft, EZLynx and AMS360.
The voice of your agency and the face of your service.
All of our partners are bilingual, aligned with your agency's timezone, and fully trained in the 4 industry leading AMS: Applied Epic, HawkSoft, EZLynx and AMS360.
They keep your agency’s engine running so you can keep growing.
All of our partners are bilingual, aligned with your agency's timezone, and fully trained in the 4 industry leading AMS: Applied Epic, HawkSoft, EZLynx and AMS360.
6+ years of experience as a executive, financial and sales assistant, delivering personalized client service.
Strong background in financial management, executive support, and operations logistics.
Skilled in budgeting, CRM updates, contract management, event planning, customer service, billing, and team coordination.
About Me
Living abroad as an au pair in Michigan for 2.5 years. an experience that gave me adaptability, cultural awareness, and the ability to connect with people from diverse backgrounds.
As a lifelong music lover and concertgoer, I’ve learned focus, energy, and how to thrive in dynamic environments.
3+ years of experience in customer service & administrative support for insurance operations.
Strong background in personal linessupport, including policy renewals, non-renewals, billing inquiries, ID card requests, and quoting for auto, home, renters, and umbrella policies.
Skilled in AMS, EZLynx, Salesforce, Better Agency, and Agency Pro.
About Me
Avid reader with a passion for personal development books.
Dedicated soccer fan who never misses a UEFA Champions League match.