Insurance Agency Virtual Assistants, Scale Your Firm

Virtual Assistants For Insurance Agencies

Redefine how you scale with highly talented and affordable virtual staff from the Philippines with Outsource Access

Scale Efficiently with the Leading Full-Service Business Process Outsourcing and Virtual Assistant Company

We Document Processes for You: The OA Signature Playbook!

Outsource Access provides a strategic edge with our customized Signature Playbook tailored to fit your business needs. 

This invaluable resource includes documented procedures, video insights, and screencast summaries, maintained daily for clarity and security. 

It’s yours right from the start, illustrating our dedication to your success. Check out an example below and explore industry-specific uses in your discovery call.

Client Processes Playbook

Redefine How You Scale with an
Insurance Agency Virtual Staff

The insurance industry has never been more competitive, especially as globalization continues to reshape the market landscape. 

However, this shift also presents a unique opportunity: the ability to tap into a global talent pool for critical tasks like claims processing, underwriting, fraud detection, and compliance management. 

By partnering with a growth partner like Outsource Access, insurance agencies can leverage these global resources to gain a competitive edge.

Watch this quick video where our CEO takes you on a tour of our office in the Philippines, showcasing how our expert virtual assistants can help streamline your operations and drive your business forward.

At Outsource Access, we look forward to helping you redefine how you scale your business, positioning you for success in an ever-changing market.

Watch Behind the Scenes as Our CEO Gives You a Tour of Our Offices in the Philippines

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I still have a few questions and would like to do a discovery call about my business with an OA specialist.

What an Insurance Agencies Virtual Staff Can Do For Your Business

Tasks an Insurance Agencies staff can do

Administrative

  • Sending and Receiving Requested Documents via Email
  • Sending and Receiving Requested Documents via E-Portals/Fax
  • Generating HIPAA Documents
  • Setting Up Subrogation Claim
  • Setting Up Liability/UM Claim

Operations

  • Managing and Updating Litify (CRM)
  • Redacting Bills and Records
  • E-Certifying Emails 

Finance

  • Conducting Balance Checks with Health Providers
  • Performing Balance Checks (Emails, Chart swap, Phone Calls)

Want to See Exactly What We Do for Insurance Agencies Companies?

Click below to download our detailed Insurance Agencies playbook for all the task that Outsource Access can do in your organization.

Get Your Outsourcing Processes Playbook for Insurance Agencies

What Insurance Agency VAs Can Do For Your Business

A Virtual Assistant for insurance agencies can increase the profitability and efficiency of your firm. VAs can handle tasks such as managing client communication, processing claims, organizing policy documents, scheduling appointments, and data entry duties. They also provide administrative support like billing, updating client records, and following up on claims.

Insurance agency outsourcing can significantly improve your day-to-day operations by handling administrative tasks, improving customer service, supporting sales efforts, and complying with industry changes.

Your remote staff of experienced insurance agency virtual assistants can provide a host of benefits such as: 

Improve Your Firm’s Profitability

Handle heavier workloads during busy periods by outsourcing administration work to a virtual assistant. In doing so, you will both lower costs and increase profits. Here’s how:

  • No recruitment or training costs
  • Allows lawyers to work more efficiently
  • Increases billable hours for lawyers
  • Reduces office space requirements
  • Cuts costs on employee benefits
  • Reduces the need for additional staff

Lower Hiring Costs & Time Saved on Internal Training

Our virtual assistants are experienced and eager to contribute in any way they can. They will be familiar with legal work settings, administration duties, and industry tools like Clio, LEAP, and Litify. 

Hiring a VA will eliminate costs associated with recruiting, hiring, and training a permanent employee. Since VAs aren’t permanent or full-time employees, you are not responsible for their leave entitlements, health insurance, or pension benefits.  

Scale Your Firm’s Operations Based on Workload

During particularly busy periods, you may hire a VA for as long as you need. When the workload returns to normal, or a large case has finished, you adjust the support level as needed. Simply hire a virtual assistant on a temporary basis to scale your firm’s operations. 

VAs can handle a surprising amount of the workload, including admin tasks such as scheduling appointments, preparing documents, drafting legal correspondence, data entry, billing and invoicing.

If your firm requires additional support, our virtual legal assistant services extend to criminal defense, malpractice vaccines, and personal injury as well.

The Outsource Access Difference as Explained by Our CEO

Curious about what sets us apart from the competition? Watch this short video where our CEO, Brad Stevens, explains the unique advantages of partnering with Outsource Access. Learn about our track record of success and discover why we’re the leading choice for outsourcing solutions.

Hire an Insurance Agencies Virtual Staff Today

Step 1:

Conduct a Complimentary Discovery Process with Our Team

Step 2:

Our Award Winning Matching Team will Source Talent

Step 3:

Our Team Will Start Adding Value from Day 1 with Our Signature Onboarding Program

Our CEO Explains the Essentials of Our Signature Outsourcing Process

Our CEO Explains the Essentials of Our Signature Outsourcing Process

We understand—a 20-minute video feels like a lot. 

But we hear this often: “I didn’t think I’d sit through the whole video, but it felt like you were answering all my questions!” 

If you want to truly understand outsourcing, this video is a must. 

Outsourcing expert and  Outsource Access CEO Brad Stevens distills years of insights from hundreds of calls and events into a clear, step-by-step guide. Set aside 20 minutes—it’s packed with 10 years of experience and worth every second.

We understand—a 20-minute video feels like a lot. 

But we hear this often: “I didn’t think I’d sit through the whole video, but it felt like you were answering all my questions!” 

If you want to truly understand outsourcing, this video is a must. 

Outsourcing expert and  Outsource Access CEO Brad Stevens distills years of insights from hundreds of calls and events into a clear, step-by-step guide. Set aside 20 minutes—it’s packed with 10 years of experience and worth every second.

I don't have any more questions. I'm ready to get started risk-fee to explore working with affordable, offshore staff from OA.

I still have a few questions and would like to do a discovery call about my business with an OA specialist.

Here's what our existing customers have to say

Featured in​

We have helped over 300 clients in 50+ industries saving thousands of hours of time and resources.

Frequently
Asked Questions

Here are some questions we got all the time, rest assured, you’re in good hands!

Your Virtual Assistant can work any timezone that you prefer. We will say though, that a lot of our US clients actually prefer their VA to work overnight so that work is completed when they get in the office in the morning.

Our workers are all from the Philippines where they are taught English from an early age. English is their second language.
The accent is very very minimal.

We love to offer our clients the security of flexibility. You will just need to let us know 90 days in advance if you need to cancel for whatever reason.

We hear this all of the time. Most of our clients don’t realize how much time their tasks are taking, nor do they realize how much more can be given to their VA that they’re not currently doing. Many of these same clients come to us to hire a second VA in no time.

We hire fast learners, great communicators and VAs that take feedback exceptionally well. They will be trained in all admin tasks and may have specialty in your field. They are just like a US- based employee, you will still need to train them on your company’s processes and some knowledge of your industry.

We offer you several candidates to interview and hire. If for whatever reason, the VA that you decide to choose and hire is not working out, you can let us know and we can match you with a better fit.

Your VA creates a playbook of all of your processes starting day 1. In the unlikely event that a VA should leave for any reason, we can have another VA hired and trained on your processes. Of course you’ll have to introduce him or her to your company, but the down time should be minimal.

An insurance agency VA can handle tasks such as policy management, claims processing, payment processing, appointment scheduling, documentation and compliance, product research, data entry, sales support, and customer service duties, to name a few.

Our VAs are well-versed in insurance products and regulatory standards. They have experience working with insurance agencies and are familiar with industry-specific software.

They also receive ongoing training to stay up-to-date with industry changes.

Some of our VAs may come from legal backgrounds but the majority are not law graduates. They are highly trained in insurance processes and administrative tasks, however.

I don't have any more questions. I'm ready to get started risk-fee to explore working with affordable, offshore staff from OA.

I still have a few questions and would like to do a discovery call about my business with an OA specialist.

Select a spot
below to get started

Please select a date and time to schedule a demo with a member of our team

What to expect on the call:

  • We take the time to understand your needs and goals to see if working with us is a fit
  • You walk away with a preliminary high-level plan of how we will help you grow
  • You understand EXACTLY what tasks our Virtual Staff can do in your business immediately
  • You know the next steps on having your very own virtual assistant

What to expect on the call:

  • We take the time to understand your needs and goals to see if working with us is a fit
  • You walk away with a preliminary high-level plan of how we will help you grow
  • You understand EXACTLY what tasks our Virtual Staff can do in your business immediately
  • You know the next steps on having your very own virtual assistant
From Day 1, we will document your processes and workflows with the tasks that your Virtual Staff will be doing. This gives you a custom playbook for the specific needs of your business. Check out our sample playbook for your industry.

Get Your Outsourcing Processes Playbook for Insurance Agencies

Click "Book a Call" to have a discovery call with our team to get a complimentary analysis to see if Outsource Access could help Redefine How You Scale or if you want to learn more about our processes click "Get Started"

Want to Learn More?

Watch our free video outline with Case Studies and Examples.

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