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An insurance virtual assistant for quotes, renewals and service.

Reviewed by the VirtualAssist team · Updated 20 October 2026 · Editorial policy

An insurance virtual assistant prepares quotes, processes renewals, issues certificates and handles policy-change requests, so your licensed staff can focus on selling and advising.

Get matched, free Estimate the cost

Free for businessesNo obligationYour details are never soldHuman and AI options

What would it cost you? Hours per week: 10 Where they're based Role

$per month (typical range)

$per hour

Typical market ranges to help you plan, not a quote. Agency rates include management and cover; freelancers can be lower.

What you get

Quote preparation

Applications gathered and entered into carrier portals.

Renewals

Remarketing and renewal reminders on schedule.

Certificates and changes

Certificates of insurance and endorsement requests.

Client service

Emails, calls and document requests answered.

Tasks to hand over first

Renewal list 60–90 days out, with client reminders
Certificates of insurance requests
Policy-change and endorsement paperwork
Data entry into your agency-management system
Following up on missing documents
Lead intake and appointment setting for producers

Who it's for

Independent agencies
Brokers and producers
Personal and commercial lines teams
Benefits and health insurance agencies

How it works

Tell us what you need

Tasks, hours and budget.

Get options by email

Assistants matched to your work, tools and time zone.

Start with a trial

Keep what works, change the rest.

Questions

What does an insurance virtual assistant do?

Admin and service work: quote preparation, renewals, certificates, endorsements, data entry, client emails and appointment setting.

Do they need an insurance licence?

Unlicensed assistants can do admin and service tasks; selling, quoting or advising on coverage may require a licence where you operate.

Can they use my agency-management system?

Yes, with their own user account and permissions you control.

How do agencies use them?

Most start with renewals and certificates, then add quoting support once processes are documented.