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P&C quoting, marketing, and back-office support.
Personal Virtual Assistant
Save TIME and MONEY
Spend your time on what matters.
Trusted by:
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What Our Customers Are Saying

Steve
P&C agent in Texas

"Working with Texas Edge VA has significantly increased my business
outcomes. With their highly trained staff, I was able to begin using my VA
immediately so I could focus on income producing activities. Compared to this
point last year, I've increased premiums sold by 178%. The VA I work with is
available during my U.S. working hours and is in constant contact with me
throughout the day. I am very grateful to have found Texas Edge VA and will
continue to work with them as I grow my business further."

Frequently Asked Questions

What are the tasks an Insurance Virtual Assistant can do?

A virtual assistant task list consists of the following a VA can complete: 

 

  • Maximize your client relationship management (CRM) or associate management system (AMS)

  • Organization and lead management

  • Email management and marketing

  • Virtual reception service

  • Team concierge

  • Cold calling

  • Internal quote preparation

  • Tasks assistants can complete are not limited to only these. A virtual assistant tasks list can be more.

Are virtual insurance assistants available 24/7?

Not all insurance VAs are available 24/7. Many insurance companies and agencies offer extended customer service hours, including evenings and weekends, to accommodate their customers' schedules. A virtual staffing agency and assist with a plan to ensure that you have VAs available 24/7 or at least cover different time zones. 

Are virtual insurance assistants able to handle complex insurance issues?

Indeed, VA agent is trained to handle various insurance-related tasks, such as complex issues. For instance, a virtual life insurance agent will have a solid knowledge of home insurance coverages. Still, an insurance assistant may also work closely with experienced insurance agents or other professionals to ensure customers receive accurate and helpful information.

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