Virtual Professionals Trained for Your Industry
From licensed insurance VAs to franchise operations support — our pre-trained, fully insured virtual professionals integrate directly into your team and hit the ground running.
What We Offer
Pre-trained professionals across insurance, franchise, and business operations
We provide vetted, experienced professionals across franchise operations, insurance, and business administration. They also complete 5–7 days of focused training before starting with your team — so you're never onboarding from scratch.
Whether you need a U.S.-licensed insurance VA, a franchise operations coordinator, or a multilingual admin professional — we match the right talent to your exact need.
Find Your VA →VA Support Demand
Personal Lines Insurance VAs
Our team includes P&C licensed virtual assistants based in the Philippines and Central America — fully trained to keep your personal lines running smoothly from day one.
Client Communications
Managing inbound and outbound client phone communications via your VoIP system.
Claims Intake & Filing
Intake claim reports from the insured and filing directly to the carrier.
Policy Changes & Updates
Processing mortgagee changes, adding/removing scheduled property, applying discounts, and correcting policy details.
Billing & Payment Processing
Updating payment details, modifying billing schedules, processing customer payments, and handling late payment follow-ups.
New Business & Quotes
Gathering client data for new business quotes, processing new business, and re-marketing to alternative carriers for competitive pricing.
Auto Policy Management
Adding/removing vehicles and drivers, adjusting coverages, updating addresses, correcting VINs, and updating loss payee information.
E-Signature & Document Management
Sending and managing e-signature requests, collecting exclusion forms, and conducting audits for required signatures.
Underwriting Support
Following up with clients to complete underwriting memos, reviewing premium increases, and processing carrier downloads.
Cross-Sell Campaigns
Executing cross-sell campaigns and tracking license compliance across your book of business.
Commercial Lines Insurance VAs
The same professional standard — applied to the complexities of commercial insurance. Our licensed VAs handle everything from ACORD forms to IVANS reconciliation.
Certificates of Insurance
Preparing and issuing certificates of insurance accurately and efficiently.
ACORD Forms & Applications
Completing and submitting ACORD forms, supplemental applications, and submitting to wholesalers for quote requests.
Loss Run Reports
Requesting and managing loss run reports to support renewals and new business submissions.
Policy Checking
Thorough policy checking to ensure accuracy and compliance before delivery to clients.
Inbound & Outbound Calls
Managing client and carrier communications via your VoIP system professionally and efficiently.
Billing & Payment Management
Updating payment details, modifying billing schedules, processing payments, and following up on underwriting memos.
IVANS & Carrier Downloads
IVANS download reconciliation, carrier downloads processing, and reviewing premium increases.
Re-Marketing & New Business
Re-marketing commercial policies to alternative markets and processing new business quotes as needed.
Compliance & Commission Reconciliation
Reviewing accounts for missing signatures, following up on trailing documents, and producer commission reconciliation.
Franchise Operations
Virtual Support for Franchise Businesses
As IFPG-certified franchise consultants ourselves, we staff franchise businesses with VAs who understand the operational demands of your business model.
Operations Coordination
Scheduling, vendor management, compliance tracking, and inter-location coordination across your franchise network.
Marketing & Social Media
Content creation, campaign management, and brand consistency across all your franchise locations.
Bookkeeping & Admin
Day-to-day financial tracking, reporting, expense management, and back-office coordination.
Graphic Design & Collateral
On-brand marketing materials, menus, signage templates, and promotional assets for your franchise.
Customer Service & CRM
Franchisee and customer communications handled professionally — inbound, outbound, and CRM management.
Franchise Development Support
Lead follow-up, prospect communication, consultant coordination, and onboarding documentation support.
General VA Skills
What every VA brings to your team
Beyond their specialty, every VA we place is trained in the tools and soft skills that make them immediately productive.
Multilingual
Spanish, Mandarin, and more. We match you with the language your business needs.
VoIP Communication
Trained on major VoIP systems — ready to handle calls as if they're in your office.
Fully Insured
Every placement includes E&O, Cyber, and Crime Insurance. Zero exceptions.
CRM & Tech Tools
Proficient in GoHighLevel, Salesforce, HubSpot, Agency Management Systems, and major productivity platforms.
Productivity Monitoring
Time-tracked with full transparency tools — you always know exactly what your VA is working on.
Content & Copywriting
Email campaigns, social media content, blog posts, and client communications handled professionally.
Data Security & NDA
Every VA signs an NDA and follows strict cybersecurity protocols. CCPA and HIPAA aware.
5–7 Day Onboarding
Focused pre-placement training so your VA is genuinely ready on day one — not still learning.
Stop wasting time searching for talent
We'll connect you with the right professional — and you pay only when you hire. One call is all it takes.
Schedule a Consultation →