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.

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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

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.

CancellationsNon-paymentsE-sign PendingNon-renewalsTasking the AM on timeClaimsPolicy ModificationsUpdating AMSE-sign

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.

EndorsementsCertificationsCancellationsPolicy QuestionsDocument 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 RaterCarrier PortalsCommercial QuotingAccord FormsSupplemental FormsPolicy CheckingAMS EntryWelcome 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 summariesRenewal noticesPayment duesRemarketingRenewal Planning90 Days AdvancePayment ReminderRetention 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 ManagementReportsIT SupportAMS AutomationAMS Data QualityDocument ManagementE&O DocumentationProcess Automation

Advantage: Streamlined operations, better data integrity, and improved agency efficiency

The Assuretrac Advantage

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

1 Operational Transparency

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

2 Process Ownership

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

3 Industry Expertise

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

4 Tech & Tools

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

What Our Agency Partners Say

“Assuretrac deeply understands the insurance tech ecosystem and insurance operations”

Harsha Patnam

Product Leader, Ex-Quantum, Ex-EZYlnx

“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 Owner, Arizona

Chris Jorge

Insurance Advisor

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.

Try Assuretrac today!

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

Free TrialNo-CommitmentFree OnboardingNo Hidden Fee