Virtual Assistants for Insurance Built for Your Industry
Scope of Work
What Our VAs Do For Insurance
Insurance agencies face constant pressure to retain clients, process renewals, and manage claims -- all while generating new revenue. The administrative burden on producers and CSRs is relentless.
Stealth Agents insurance VAs understand the language of the industry. They manage policy documentation, track renewal pipelines, and keep clients informed throughout the claims process, reducing churn and improving service quality.
- Policy documentation management and file organization
- Renewal pipeline tracking and proactive client outreach
- Claims intake support and status updates to clients
- Quoting assistance and carrier data entry
- Certificate of insurance (COI) issuance and tracking
- Client follow-up calls and email communication
- Insurance agency management system (AMS) data entry
- Compliance documentation and audit support
Common Challenges
Pain Points We Solve
Renewals slip through because no one is tracking them
Your VA builds and maintains a renewal calendar, reaching out to clients 60 and 30 days before expiration.
Producers spend half their day on administrative tasks
We offload data entry, client communications, and documentation so producers can focus on quoting and closing.
Clients get poor service experience during claims
Your VA provides regular status updates and handles communication between clients and carriers throughout every claim.
Simple Process
How It Works
From your first call to your VA starting work, the whole process takes less than 48 hours.
Our Track Record
Why Stealth Agents
Every Stealth Agent passes multi-stage screening including skills testing, background checks, and communication evaluation. We reject over 99% of applicants so you only work with professionals who are ready to contribute from day one.
Client Reviews
What Our Clients Say
“Lindsay has been incredible. She handles the tactical work, which has freed me up to focus on bigger-picture initiatives.”
Chad Sublet
Business Owner
“We went from 300 hours a month to over 2,500 hours with Stealth Agents.”
Erika Giron
CEO, Horizon Pacific Staffing
“They have made a real difference in our day-to-day operations and truly feel like part of our internal team.”
Alex Behrens
Client since Oct 2024
“Gained time for sales and closed 3 clients within two days. Exceptional service.”
Aisha Wonderfull
CEO, Publishing Startup
“Outstanding service. Less than 24-hour VA placement. Fast, high-quality. I have hired multiple times.”
Owen Hone
Multiple Hire Client
“Great communication, efficient and proactive assistant, visible business growth.”
Sarah Jacoby
Client
“The team learned my brand and goals and transformed my business. My dream team.”
Martine Cadet
Client
“Lindsay has been incredible. She handles the tactical work, which has freed me up to focus on bigger-picture initiatives.”
Chad Sublet
Business Owner
“We went from 300 hours a month to over 2,500 hours with Stealth Agents.”
Erika Giron
CEO, Horizon Pacific Staffing
“They have made a real difference in our day-to-day operations and truly feel like part of our internal team.”
Alex Behrens
Client since Oct 2024
“Gained time for sales and closed 3 clients within two days. Exceptional service.”
Aisha Wonderfull
CEO, Publishing Startup
“Outstanding service. Less than 24-hour VA placement. Fast, high-quality. I have hired multiple times.”
Owen Hone
Multiple Hire Client
“Great communication, efficient and proactive assistant, visible business growth.”
Sarah Jacoby
Client
“The team learned my brand and goals and transformed my business. My dream team.”
Martine Cadet
Client
“We especially appreciate how diligent and pleasant Evy is. True pros.”
Rich Cochran
Client
“Agents tackled diverse tasks seamlessly and manager Charm consistently provides excellent talent matches.”
George Assi
2-Year Partner
“Stealth Agents provided me with a fantastic virtual assistant who has been an absolute asset.”
Lee Maasen
Business Owner
“VA George eliminated late-night documentation work, restoring my sleep and enabling proper business planning.”
Kevin Carabajal
Client
“Paolo is exceptional. Communicative, fast turnaround, quality work every time.”
Lynda Sunshine West
Client
“The easiest VA onboarding process. Communicative and helpful throughout.”
McKay Jaeckel
First-Time Hire
“Continuously impressed by professionalism, punctuality, attention to detail, and the kind family approach.”
Evan
Long-Term Client
“We especially appreciate how diligent and pleasant Evy is. True pros.”
Rich Cochran
Client
“Agents tackled diverse tasks seamlessly and manager Charm consistently provides excellent talent matches.”
George Assi
2-Year Partner
“Stealth Agents provided me with a fantastic virtual assistant who has been an absolute asset.”
Lee Maasen
Business Owner
“VA George eliminated late-night documentation work, restoring my sleep and enabling proper business planning.”
Kevin Carabajal
Client
“Paolo is exceptional. Communicative, fast turnaround, quality work every time.”
Lynda Sunshine West
Client
“The easiest VA onboarding process. Communicative and helpful throughout.”
McKay Jaeckel
First-Time Hire
“Continuously impressed by professionalism, punctuality, attention to detail, and the kind family approach.”
Evan
Long-Term Client
Common Questions
Frequently Asked Questions
Ready to Hire a Insurance Virtual Assistant?
Book a free consultation today. We will match you with a pre-vetted assistant within 48 hours.