What work can a Stealth Agents team handle in Applied Epic?

The team can own approved administrative workflows including Client and policy record upkeep, Renewal-list administration, Document collection follow-up, Service-request routing. Access and responsibilities are defined during onboarding. The team follows documented permissions and routes coverage advice, binding, policy interpretation, and other work reserved for licensed insurance staff to your authorized staff.

How do you onboard a team into our Applied Epic process?

We map queues, permissions, templates, service expectations, exception rules, and reporting needs. The project manager documents the SOP, runs a controlled transition, and reviews early work before coverage expands.

How are exceptions and sensitive decisions handled?

Your team defines what operators may complete and what must be escalated. Stealth Agents documents the decision owner, required context, response path, and audit note for each exception. The team follows documented permissions and routes coverage advice, binding, policy interpretation, and other work reserved for licensed insurance staff to your authorized staff.

What should operations leaders measure?

Useful measures include first-response time, backlog age, completed requests, missing-document count, follow-up completion, reopened items, and unresolved exceptions. Your project manager reports the measures that match the approved workflow.

Can coverage scale across locations or teams?

Yes. The managed model can add operators against the same documented process, with one project manager coordinating workload, quality checks, and reporting across the team.

What work can a Stealth Agents team handle in Applied Epic?

The team can own approved administrative workflows including Client and policy record upkeep, Renewal-list administration, Document collection follow-up, Service-request routing. Access and responsibilities are defined during onboarding. The team follows documented permissions and routes coverage advice, binding, policy interpretation, and other work reserved for licensed insurance staff to your authorized staff.

How do you onboard a team into our Applied Epic process?

We map queues, permissions, templates, service expectations, exception rules, and reporting needs. The project manager documents the SOP, runs a controlled transition, and reviews early work before coverage expands.

How are exceptions and sensitive decisions handled?

Your team defines what operators may complete and what must be escalated. Stealth Agents documents the decision owner, required context, response path, and audit note for each exception. The team follows documented permissions and routes coverage advice, binding, policy interpretation, and other work reserved for licensed insurance staff to your authorized staff.

What should operations leaders measure?

Useful measures include first-response time, backlog age, completed requests, missing-document count, follow-up completion, reopened items, and unresolved exceptions. Your project manager reports the measures that match the approved workflow.

Can coverage scale across locations or teams?

Yes. The managed model can add operators against the same documented process, with one project manager coordinating workload, quality checks, and reporting across the team.

Insurance Agency Operations

Forbes Rated Best Virtual Assistant Company

A Managed Operations Team for Applied Epic

Systemize AMS record upkeep, renewal administration, document collection, and service routing in Applied Epic with a managed team, clear handoffs, and operating visibility.

Dedicated project manager included
Platform-fluent operators
Same-week onboarding
Flat per-operator model, no tiering

Deploy a Managed Applied Epic TeamBuilt for Insurance Agency COO / Operations Director · Same-week onboarding

Your best next hire, or your money back.

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Hire 10+ year experienced executive assistants.

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Industry-specific virtual assistants.

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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

Trusted By Over 2,000+ Businesses

Google

4.7★

83 reviews

Trustpilot

4.8★

80 reviews

Facebook

4.9★

51 reviews

BBB

5.0★

28 reviews

Scope of Work

What your Applied Epic team handles

Stealth Agents provides managed administrative support for Applied Epic. The team takes ownership of repeatable work such as Client and policy record upkeep, Renewal-list administration, Document collection follow-up inside your approved process. A dedicated project manager manages daily coverage, quality checks, and reporting, while your leaders retain decisions and system control. The team follows documented permissions and routes coverage advice, binding, policy interpretation, and other work reserved for licensed insurance staff to your authorized staff.

Client and policy record upkeep
Renewal-list administration
Document collection follow-up
Service-request routing
Appointment coordination
Agency activity reporting

Why Teams Bring Us In

The bottlenecks inside Applied Epic

Queues Lose an Owner

Requests and follow-ups inside Applied Epic can sit between teams when nobody owns the next administrative step.

Records Drift Out of Date

Incomplete fields, missing documents, and stale statuses weaken reporting and force operations leaders to verify the system by hand.

Follow-Up Depends on Memory

Recurring reminders and handoffs become inconsistent when they depend on individual inboxes instead of a documented operating cadence.

Leaders Become Queue Managers

COOs and operations directors lose time chasing routine updates instead of improving capacity, service quality, and unit economics.

The Managed Model

Output and oversight, without managing anyone

A dedicated project manager per client

One Stealth Agents project manager runs your team day to day, owning quality, coverage, and SLAs. Your operations leaders stay in control without managing individuals.

Scale the team, not the pricing model

Start with the coverage your Applied Epic queue needs and add trained operators as volume grows. A dedicated Stealth Agents project manager manages schedules, quality reviews, SOP updates, and escalation paths so your leadership team manages outcomes rather than individual assistants.

Capabilities

What a managed team delivers

Applied Epic Queue Administration

Operators work the agreed Applied Epic queues, update records, collect missing information, and move routine items to their documented next step.

Follow-Up and Handoff Control

The team follows scheduled touchpoints, records every handoff, and escalates exceptions to the right internal owner instead of making unauthorized decisions.