Simple, straight forward pricing.
Choose a VA that's right for your business. Whether you're just getting started or a seasoned business owner, we've got you covered.
OUR SERVICES
According to your needs, we will assign one of our VA specialists from the Agency to work on your project.
P&C quoting
Policy renewal quoting
Appointment setting
CRM management
Regulatory compliance
Administrative support
Policy underwriting support
Data entry and organization
Mortgage calls
Generation of applications
Follow up on discounts
Running reports in systems
Answering phones
Direct call traffic
Monitor emails
Take messages
Follow-up and nurturing
Documentation and compliance
What Do Customers Say About Out VA Service?
Agency owners love our VA service! Read what they say:
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:
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Maximize your client relationship management (CRM) or associate management system (AMS)
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Organization and lead management
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Email management and marketing
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Virtual reception service
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Team concierge
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Internal quote preparation
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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. In most cases, our VAs work during the standard office hours of the agent or agency they support. This ensures they are aligned with your business schedule and available when you and your clients need them most. If extended hours or time zone coverage is needed, a virtual staffing agency can help create a coverage plan to meet those specific requirements.
Are virtual insurance assistants able to handle complex insurance issues?
Indeed, a VA is trained to handle various insurance-related tasks, such as complex issues. For instance, a virtual assistant tasked with service operations 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.
Are virtual insurance assistants licensed?
Our virtual insurance assistants are not licensed by design. They handle all administrative and support tasks that do not require a license—such as processing policy changes, managing certificates, quoting support (without advising or binding), CRM updates, and document follow-ups—so your licensed agents can focus on advising clients, binding coverage, and closing sales. This keeps your agency efficient while remaining fully compliant.