For Insurance Agents & Agencies

Virtual Assistant for Insurance Agents.

High-performing virtual assistants, matched to how you actually work. Get your time back and spend it on what matters most. Your clients, your renewals, and the book you're building.

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The work that fills your week

This is what's keeping you away from what matters.

Processing new client intake formsRouting applications and forms for e-signature
Requesting supporting documents from clientsChasing missing declarations, loss runs, and ID
Organizing client uploads in your agency portalRe-requesting documents that came in incomplete
Updating client folders and labeling filesCalendaring renewal review windows
Setting reminder cadences before each renewalConfirming review meetings with clients
Drafting client status updatesPipeline hygiene in your agency management system
Logging carrier correspondence in the client recordDrafting invoices and premium reminders
AR follow-up emailsReconciling commissions in your billing system
Inbox triage and reply draftingChasing outstanding signatures and forms
Newsletter drafting and sendsSocial media content drafting and scheduling
Updating directory and review profilesCE deadline tracking
Vendor invoicing and expensesOrdering office supplies
What your VA picks up

What your VA picks up.

Here's the work insurance agents typically hand off. The shape varies by agency, we scope what yours owns first on the intro call, within the boundaries of an unlicensed assistant.

Client intake and the front door. New client forms, applications routed for signature, consultation scheduling, lead-source tagging. The front door kept moving.

Document collection and chasing. Declarations, loss runs, ID, and supporting docs requested, re-requested, and organized in your portal. Outstanding items chased on cadence so files aren't waiting on a missing form.

Renewals and calendar. Renewal windows, review meetings, carrier deadlines, internal milestones. Tracked, calendared, and reminded before anything's at risk.

Billing and AR. Premium reminders, invoices queued for your approval, AR follow-up, commission reconciliation support, monthly reports.

Client communication. Inbox triage and reply drafting for your sign-off, status updates on open files, document and signature follow-ups.

Marketing and ops. Newsletter and client-alert drafting, directory profile updates, referral CRM hygiene, CE and license-renewal tracking.

Ready when you are

Your time is valuable. Focus on what actually matters. Your clients, your renewals, and the book you're building.

Take back your time now
FAQ

Common questions from insurance agents.

Don't see yours? Bring it to the discovery call.

How does my VA learn the tools we use, like Applied Epic, EZLynx, HawkSoft, NowCerts, AMS360, or Salesforce Financial Services Cloud?
During onboarding. We train your VA on your specific stack, your SOPs, and your workflows before they start running anything live. By the end of the first few weeks they're operating in your agency management system, document portal, and CRM fluently and following the playbook you set.
Is my VA a licensed insurance producer?
No. Our VAs are not licensed insurance producers, and we do not place them in roles that require an insurance license. They work as unlicensed assistants under your supervision and stay within the boundaries of what unlicensed staff are allowed to do under your agency's policy and the rules that apply to you. Anything that constitutes quoting, binding, soliciting coverage, giving policy advice, or any other activity that requires a license, stays with you or with a licensed person on your team.
How do you handle client data and confidentiality?
You can have your VA sign a confidentiality agreement before they touch anything, and they operate inside the access controls you set. You own the security stack, and we help you set it up: dedicated residential proxies and VPNs for account access, an encrypted password manager like 1Password, and role-based access scoped only to what your VA needs. Credentials are never shared in plain text, and your VA's access is revoked immediately on any transition. Your VA also follows the consent, supervision, and recordkeeping rules your agency sets for non-licensed staff handling client information.
What kind of work can my VA actually take on, and what has to stay with my licensed team?
We scope this together on the intro call. As a rule, your VA handles the operational and administrative load around your agency (client intake, document collection, renewals follow-up, CRM hygiene, client communication, marketing and ops), while anything that constitutes quoting, binding, soliciting coverage, or giving policy advice stays with you or with a licensed person on your team. We don't pretend to know your agency's policy or your state department of insurance rules better than you do, and we'll defer to your judgment on where the line falls.
Will my VA be dedicated to my agency, or shared with other clients?
Dedicated. Your VA is matched to your agency and works your hours on your work. We scope the engagement on the intro call, and your VA isn't being rotated through other clients in the background.
What time zones do your VAs work in?
Our team works around your schedule. We work with clients across North America and Europe, and we match a VA who can cover your business hours. Tell us which hours you need, and we'll scope it on the call and make sure you get coverage. If covering your hours means your VA works a graveyard shift in their time zone there may be additional cost, we'll identify it up front and clearly communicate it before you start working together.
What does onboarding look like?
Onboarding is about setting your VA up for success. We help you organize the access, resources, and direction your VA needs to start strong, pointing them at the SOPs, tools, and playbooks you already use. You own the systems and the playbook for your agency, and we make sure your VA has what they need to follow them. A BlueMoso manager stays in the loop through the first month to run QA and help the working relationship find its rhythm.
What does a virtual assistant cost?
It's a monthly subscription, custom scoped on the discovery call. A managed option is also available if you'd like us to run weekly check-ins, QA the work, own SOPs, and cover when your VA is out. Pay by credit card or bank transfer, collected before service starts and automatically charged at the start of each month after that. Month-to-month, no long contracts, swap anytime.
What if it isn't a good match?
Tell us. We swap VAs at no cost. Most clients who swap early stay with us long-term, and our average engagement runs past 12 months.

Still have questions? Bring them to the call.

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