Insurance agency support, without the local payroll
Remote assistants who prepare quotes, process renewals and handle policy service, so your producers can focus on selling. Payroll and HR included.
What your assistant can handle
Tell us the tasks you want off your plate. These are the ones our clients ask for most.
Tell us which tools you use, such as Applied Epic, EZLynx, HawkSoft, AMS360 and carrier portals, and we will shortlist people who have worked with them.
- Prepare quotes and comparisons
- Process renewals and remarketing
- Issue certificates of insurance
- Handle policy changes and endorsements
- Update your agency management system
- Answer customer emails and calls
- Follow up on missing documents and payments
- Coordinate claims paperwork with carriers
Watch a few video introductions
Press play to hear them introduce themselves. Ask to interview anyone who stands out.
How it works
- Step 1
Tell us the role
Book a 15-minute call and tell us the tasks, tools and hours.
- Step 2
Watch video intros
We send you a shortlist of pre-vetted professionals.
- Step 3
Interview your favorites
Meet the people you like and choose one.
- Step 4
Start working together
We handle payroll, HR and ongoing support. No contract to sign.
Questions about insurance assistants
Can my assistant work in our agency management system?
Yes. Tell us which system you use and we will shortlist people who have worked with it or with similar tools.
Is my business data safe?
Your assistant only works in the accounts and tools you give them access to. You decide what they can see, and you can remove access at any time.
What hours will my assistant work?
You agree the schedule before they start, including your local business hours. Full-time and part-time arrangements are both possible.
How much does it cost?
Plans start from $1,000 a month, with payroll, HR and support included. The exact price depends on the role, and there is no contract, so you can stop at any time.
Meet your insurance assistant
Book a free 15-minute call. Tell us what you need and we will send you video introductions from people who fit. No contract, no obligation.