Focus on Clients, Not Paperwork—
Unlock Your Agency's True Potential

Streamline renewals, quoting, customer support and ensure compliance with our smart virtual assistant services designed specifically for insurance agencies.

Book an Appointment

Book an Appointment

0

+

Insurance Agency Processes Handled

0

+

Insurance Agency Processes Handled

+

20

Insurance Agency Processes Handled

0

%

E&O Risk Reduction

0

%

E&O Risk Reduction

%

73

E&O Risk Reduction

0

#

Top 1% ROI Provider

0

#

Top 1% ROI Provider

#

1

Top 1% ROI Provider

Why Insurance Agencies Choose Our Virtual Assistant Services

In today's competitive insurance landscape, your time is best spent on building relationships and growing your business, not on administrative tasks.

Reclaim 15+ Hours Weekly



Our virtual assistants handle time-consuming administrative tasks, allowing you and your team to focus on revenue-generating activities and client relationships.


Reduce Operational Costs



Eliminate the need for additional full-time staff while maintaining high-quality service delivery and operational efficiency.


Improve Client Retention

Provide faster, more consistent service to your clients, leading to higher satisfaction rates and improved retention metrics.


Minimize E&O Exposure

Our rigorous processes and quality checks significantly reduce errors and omissions risks, protecting your agency's reputation and bottom line.


Scale Operations Effortlessly

Easily scale your operational capacity up or down based on seasonal demands or growth initiatives without staffing challenges.


Ensure Compliance

Stay compliant with industry regulations and carrier requirements through our standardized, up-to-date processes.


The Insurance Agency Challenge

70%

of personal insurance is sold by agents who spend too much time on administrative tasks rather than client relationships.

98%

of commercial insurance is sold by agents who are overwhelmed with paperwork and administrative burden

3x

reduction in servicing costs when your workflow is optimized with the right virtual assistant support.

Insured, Agency Success: At the heart of every process

Our comprehensive virtual assistant services address every aspect of insurance agency operations, allowing you to focus on growing your business.

Carrier Updates

We handle all carrier communications and updates, ensuring timely processing and accurate record-keeping. Our team monitors carrier portals, processes updates, and ensures all information is properly documented in your AMS.

Cancellations

Non Payments

E-sign Pending

Non Renewals

Tasking the AM on time

Claims

E Sign

Policy Modifications

Updating AMS

Advantage:

Increased compliance and higher retention through proactive carrier communication management

Carrier Updates

We handle all carrier communications and updates, ensuring timely processing and accurate record-keeping. Our team monitors carrier portals, processes updates, and ensures all information is properly documented in your AMS.

Cancellations

Non Payments

E-sign Pending

Non Renewals

Tasking the AM on time

Claims

E Sign

Policy Modifications

Updating AMS

Advantage:

Increased compliance and higher retention through proactive carrier communication management

Insured's Requests

We provide rapid response to all client requests, ensuring your insureds receive prompt, accurate service every time. Our team manages document requests, policy changes, and other client-facing tasks with professionalism and attention to detail.

Endorsements

Certifications

Cancellations

Policy Questions

Document Requests

Advantage:

Enhanced client satisfaction through faster response times and consistent service quality

Insured's Requests

We provide rapid response to all client requests, ensuring your insureds receive prompt, accurate service every time. Our team manages document requests, policy changes, and other client-facing tasks with professionalism and attention to detail.

Endorsements

Certifications

Cancellations

Policy Questions

Document Requests

Advantage:

Enhanced client satisfaction through faster response times and consistent service quality

New Business Support

Streamline your new business process with our comprehensive quoting and submission support. We handle everything from initial quote preparation to post-sale documentation, ensuring a smooth process for both your team and your clients.

PL Quoting (ITC Rater)

EZLynx Rater

Carrier Portals

Commercial Quoting

Accord Forms

Supplemental Forms

Policy Checking

AMS Entry

Welcome Package

Advantage:

Increased bind ratio and improved compliance through thorough documentation and efficient processes

New Business Support

Streamline your new business process with our comprehensive quoting and submission support. We handle everything from initial quote preparation to post-sale documentation, ensuring a smooth process for both your team and your clients.

PL Quoting (ITC Rater)

EZLynx Rater

Carrier Portals

Commercial Quoting

Accord Forms

Supplemental Forms

Policy Checking

AMS Entry

Welcome Package

Advantage:

Increased bind ratio and improved compliance through thorough documentation and efficient processes

Renewal Preparation

In today's challenging insurance market, renewals require more attention than ever. Our comprehensive renewal support services handle every aspect of the renewal process, from scheduling to remarketing, ensuring optimal outcomes for both your agency and your clients.

Create renewal summaries

Renewal notices

Payment dues

Remarketing

Renewal Planning

90 Days Advance

Remarketing

Payment Reminder

Retention Rate Tracking

Advantage:

Higher renewal ratio and increased cross-selling opportunities through proactive renewal management

Renewal Preparation

In today's challenging insurance market, renewals require more attention than ever. Our comprehensive renewal support services handle every aspect of the renewal process, from scheduling to remarketing, ensuring optimal outcomes for both your agency and your clients.

Create renewal summaries

Renewal notices

Payment dues

Remarketing

Renewal Planning

90 Days Advance

Remarketing

Payment Reminder

Retention Rate Tracking

Advantage:

Higher renewal ratio and increased cross-selling opportunities through proactive renewal management

Workflow & AMS Data Management

Maintain clean, accurate data in your agency management system and optimize your workflow processes. Our team ensures consistent data entry, thorough documentation, and efficient task management to keep your operations running smoothly.

Task Management

Reports

IT Support

AMS Automation

AMS Data Quality

Document Management

E&O Documentation

Process Automation

Advantage:

Streamlined operations, better data integrity, and improved agency efficiency

Workflow & AMS Data Management

Maintain clean, accurate data in your agency management system and optimize your workflow processes. Our team ensures consistent data entry, thorough documentation, and efficient task management to keep your operations running smoothly.

Task Management

Reports

IT Support

AMS Automation

AMS Data Quality

Document Management

E&O Documentation

Process Automation

Advantage:

Streamlined operations, better data integrity, and improved agency efficiency

Our Custom Tailored Approach

We believe in a targeted approach to solving your agency's unique challenges. Our proven process ensures we deliver solutions that address your specific needs and drive long-term productivity gains.

1

Hear Your Needs

We begin by identifying the pain-points in your insurance agency operations, conducting a thorough assessment of your current workflows and challenges.

2

Conduct Detailed Analysis

Our team prioritizes your most pressing problems and analyzes root causes to develop solutions that deliver long-term productivity improvements.

3

Prepare Customized Roadmap

We create a tailored implementation plan designed specifically for your agency's unique needs, ensuring a smooth transition and measurable results.

1

Hear Your Needs

We begin by identifying the pain-points in your insurance agency operations, conducting a thorough assessment of your current workflows and challenges.

2

Conduct Detailed Analysis

Our team prioritizes your most pressing problems and analyzes root causes to develop solutions that deliver long-term productivity improvements.

3

Prepare Customized Roadmap

We create a tailored implementation plan designed specifically for your agency's unique needs, ensuring a smooth transition and measurable results.

1

Hear Your Needs

We begin by identifying the pain-points in your insurance agency operations, conducting a thorough assessment of your current workflows and challenges.

2

Conduct Detailed Analysis

Our team prioritizes your most pressing problems and analyzes root causes to develop solutions that deliver long-term productivity improvements.

3

Prepare Customized Roadmap

We create a tailored implementation plan designed specifically for your agency's unique needs, ensuring a smooth transition and measurable results.

The Assuretrac Advantage

Our approach to insurance virtual assistant services sets us apart from traditional BPO providers, delivering exceptional value to your agency.

Operational Transparency

1

Comprehensive dashboarding provides complete visibility into all activities, enabling data-driven decision making.

Process Ownership

2

Self-assign tasks and clear accountability ensure every process is handled efficiently and consistently.

Industry Expertise

3

Our team brings deep insurance knowledge and experience to every task, understanding the unique challenges of the industry.



Tech & Tools

4

Cutting-edge technology solutions and tools enhance efficiency and accuracy in all operations.

What

Our

Agency

Partners

Say

"

“Assuretrac has transformed our agency operations. Their team handles our administrative tasks with precision and professionalism, allowing us to focus on growing our book of business. Our E&O exposure has decreased while our client satisfaction has increased.”

Northwest Insurance Group

Agency Principal

"

“Assuretrac has transformed our agency operations. Their team handles our administrative tasks with precision and professionalism, allowing us to focus on growing our book of business. Our E&O exposure has decreased while our client satisfaction has increased.”

Northwest Insurance Group

Agency Principal

"

“Assuretrac has transformed our agency operations. Their team handles our administrative tasks with precision and professionalism, allowing us to focus on growing our book of business. Our E&O exposure has decreased while our client satisfaction has increased.”

Northwest Insurance Group

Agency Principal

"

“I was always busy with servicing. I wanted a virtual assistant but was skeptical about the co-ordination. Assuretrac analyzed my workflows, identified primary obstacles to productivity, and helped me free up my schedule to engage with new customers.”

Prosperity North Advisors

Agency Partner

"

“I was always busy with servicing. I wanted a virtual assistant but was skeptical about the co-ordination. Assuretrac analyzed my workflows, identified primary obstacles to productivity, and helped me free up my schedule to engage with new customers.”

Prosperity North Advisors

Agency Partner

"

“I was always busy with servicing. I wanted a virtual assistant but was skeptical about the co-ordination. Assuretrac analyzed my workflows, identified primary obstacles to productivity, and helped me free up my schedule to engage with new customers.”

Prosperity North Advisors

Agency Partner

"

"The renewal process was always a major challenge for our agency. With Assuretrac's support, we've increased our retention rate by 15% and found more time to focus on cross-selling opportunities. Their team is truly an extension of our agency."

Landmark Insurance Services

Operations Manager

"

"The renewal process was always a major challenge for our agency. With Assuretrac's support, we've increased our retention rate by 15% and found more time to focus on cross-selling opportunities. Their team is truly an extension of our agency."

Landmark Insurance Services

Operations Manager

"

"The renewal process was always a major challenge for our agency. With Assuretrac's support, we've increased our retention rate by 15% and found more time to focus on cross-selling opportunities. Their team is truly an extension of our agency."

Landmark Insurance Services

Operations Manager

Frequently Asked Questions

FAQ It Up! Your curiosity meets our expertise—let’s clear things up!

We’ve gathered all the important info right here. Explore our FAQs and find the answers you need.

Frequently Asked Questions

FAQ It Up! Your curiosity meets our expertise—let’s clear things up!

We’ve gathered all the important info right here. Explore our FAQs and find the answers you need.

Frequently Asked Questions

FAQ It Up! Your curiosity meets our expertise—let’s clear things up!

We’ve gathered all the important info right here. Explore our FAQs and find the answers you need.

How quickly can we get started?

Most agencies can be onboarded within 5-7 business days after signing up. Our streamlined onboarding process includes system access setup, workflow analysis, and initial training, all designed to ensure a smooth transition.

Which agency management systems do you support?

We support all major agency management systems including Applied Epic, AMS360, Vertafore, EZLynx, Hawksoft, and others. Our team is trained and experienced in these platforms, ensuring efficient operation regardless of your AMS.

How do you ensure data security and privacy?

We implement rigorous security protocols including encrypted connections, secure access controls, regular security audits, and compliance with industry regulations. All our virtual assistants sign confidentiality agreements and undergo background checks.

Can you scale with our agency as we grow?

Absolutely! Our flexible service model is designed to scale with your agency. Whether you're adding new lines of business, opening new locations, or experiencing rapid growth, we can adjust our support levels to meet your changing needs.

How do you measure success and ROI?

We establish key performance indicators (KPIs) at the beginning of our engagement and provide regular reporting on these metrics. Typical KPIs include time savings, error reduction, turnaround times, and customer satisfaction metrics, all contributing to your ROI calculation.

How quickly can we get started?

Most agencies can be onboarded within 5-7 business days after signing up. Our streamlined onboarding process includes system access setup, workflow analysis, and initial training, all designed to ensure a smooth transition.

Which agency management systems do you support?

We support all major agency management systems including Applied Epic, AMS360, Vertafore, EZLynx, Hawksoft, and others. Our team is trained and experienced in these platforms, ensuring efficient operation regardless of your AMS.

How do you ensure data security and privacy?

We implement rigorous security protocols including encrypted connections, secure access controls, regular security audits, and compliance with industry regulations. All our virtual assistants sign confidentiality agreements and undergo background checks.

Can you scale with our agency as we grow?

Absolutely! Our flexible service model is designed to scale with your agency. Whether you're adding new lines of business, opening new locations, or experiencing rapid growth, we can adjust our support levels to meet your changing needs.

How do you measure success and ROI?

We establish key performance indicators (KPIs) at the beginning of our engagement and provide regular reporting on these metrics. Typical KPIs include time savings, error reduction, turnaround times, and customer satisfaction metrics, all contributing to your ROI calculation.

How quickly can we get started?

Most agencies can be onboarded within 5-7 business days after signing up. Our streamlined onboarding process includes system access setup, workflow analysis, and initial training, all designed to ensure a smooth transition.

Which agency management systems do you support?

We support all major agency management systems including Applied Epic, AMS360, Vertafore, EZLynx, Hawksoft, and others. Our team is trained and experienced in these platforms, ensuring efficient operation regardless of your AMS.

How do you ensure data security and privacy?

We implement rigorous security protocols including encrypted connections, secure access controls, regular security audits, and compliance with industry regulations. All our virtual assistants sign confidentiality agreements and undergo background checks.

Can you scale with our agency as we grow?

Absolutely! Our flexible service model is designed to scale with your agency. Whether you're adding new lines of business, opening new locations, or experiencing rapid growth, we can adjust our support levels to meet your changing needs.

How do you measure success and ROI?

We establish key performance indicators (KPIs) at the beginning of our engagement and provide regular reporting on these metrics. Typical KPIs include time savings, error reduction, turnaround times, and customer satisfaction metrics, all contributing to your ROI calculation.

Try Assuretrac today!

Try Assuretrac today!

Don't let administrative tasks hold your agency back. Join hundreds of successful agencies that have transformed their operations with Assuretrac.

Don't let administrative tasks hold your agency back. Join hundreds of successful agencies that have transformed their operations with Assuretrac.

FREE Trial

No-Commitment

Free Onboarding

No Hidden Fee

Contact Us Today

Contact Us Today

Connect with us!

Connect with us!

Don’t let your ideas sit idle —
slide into our inbox and let’s make magic!

Don’t let your ideas sit idle —
slide into our inbox and let’s make magic!