Simplify. Service. Scale.
We help you manage and grow your P&C book with confidence—powered by U.S.-trained
insurance professionals, guided by industry experts, and enhanced through smart AI-driven
workflows.
Get expert operational help to manage your book of business—without giving up ownership or
getting buried in staffing headaches. Our U.S.-trained assistants know your workflows inside
out.
Plan a smooth exit or agency handoff with our process-driven support for transition, servicing,
and communication.
Expand your operations and unlock new revenue streams—whether you’re acquiring new
books, building partnerships, or scaling strategically.
Our team of U.S.-insurance-trained Virtual Assistants brings an average of 6–7 years of hands-on experience managing books, policy servicing, and agency operations—without the overhead of licensed hires.
iSS doesn’t interfere with your client relationships or carrier contracts. You stay in control while we handle the day-to-day.
From COI processing to claims follow-ups and renewals, we embed into your team to run your book like it’s our own—on your systems, your terms.
With iSS, you scale operations without increasing headcount. Say goodbye to unpredictable hiring cycles and hello to margin-friendly, scalable staffing.
We complement your existing team—not replace it. iSS supports your in-house agents by taking over time-consuming back-office workflows like invoicing, quoting, client servicing, and renewal management—so they can stay focused on production and growth.
Our team brings deep operational knowledge of U.S. P&C insurance. With an average of 5+ years working across CRMs, AMS platforms, and insurance workflows, our assistants handle the critical work that keeps your book organized and your clients satisfied—all without the overhead of licensed hires.
Clean, Organized Workflows Our VAs work within your AMS, CRM, and carrier portals—ensuring data accuracy, policy integrity, and zero duplication.
Multi-Channel Client Communication We engage policyholders via email, phone, and system logs—ensuring your clients are always in the loop.
Automated Follow-Ups From renewal reminders to missing-doc alerts, our team handles task tracking and client nudges so you don’t have to.
Dedicated Dashboards Custom reporting and ticketing views keep you, your VA, and your service team perfectly aligned
Built-In Oversight & Call Logs We document every task, communication, and outcome. Clear visibility, total accountability
Book Intelligence in Real Time Track changes in book size, retention, close ratio, and task resolution timelines—reported weekly
Smart Task Assignment Tasks are routed based on VA specialty and complexity—so commercial, personal, and benefits workflows are handled by the right pro, every time.
At iSS, we combine trained Insurance Virtual Assistants with intelligent CRM workflows that streamline your operations across the board. From after-hours email sorting to renewal case tracking and client follow-up prompts, our system ensures nothing slips through the cracks.
✅ Clean, Prioritized Inboxes
Our smart CRM helps filter out noise—so only real client needs get your team’s attention.
✅ After-Hours Responsiveness
Our assistants triage and respond to non-critical inquiries overnight, so your agency stays
responsive even while you rest.
✅ Suggested Actions & Templates
Case summaries, follow-up templates, and AI-enhanced recommendations help your assistant
close cases quickly and consistently.
With our dedicated team of U.S.-insurance-trained Virtual Assistants and purpose-built CRM,
iSS supports your book management from end to end. We help you track retention, policy tasks,
agent activity, and revenue performance — giving you the confidence to grow, delegate, or
scale.
Spend more time on new business and less on the admin grind. We’ll handle the follow-ups,
processing, renewals, and reminders so you can focus on growth and relationships.
Agency owners spend countless hours juggling service tasks, staffing gaps, payroll, and
follow-ups — all while growth stalls. Agents get buried in repetitive servicing instead of selling.
iSS gives you the back-end muscle to stay lean and scale smart — with real visibility, reliable
support, and zero micromanagement.
Our team analyzes your current book, identifies gaps, and helps streamline workflows — so your agency is primed for scalable, repeatable growth. You’ll be backed by seasoned executives and VA specialists with deep experience managing national insurance books and cross-border operations.
With iSS, your operational costs grow at your pace — not your payroll. We offer flat-rate VA support that keeps your budget predictable while your book expands.
Whether you’re acquiring a new agency, entering new lines of business (LOBs), or launching in new markets — iSS VAs are trained to plug into your systems and handle the servicing, onboarding, and administrative lift.
Whether you're writing personal, commercial, or specialty lines, our trained VAs know how to
manage your book with precision.
We specialize in managing servicing tasks across all major carriers and platforms used by
independent and captive agencies:
From boutique independents to regional brokerages, we deliver custom-built support systems
for agencies with:
We work across all 50 states. Our agents are fluent in state-specific compliance, market trends,
and carrier nuances—so you don’t have to be.
At iSS, we don’t try to replace what’s working.
We enhance it.
Our Virtual Assistants plug into your existing systems, workflows, and tools — providing
scalable operations support without compromising your ownership, client relationships, or tech
stack.
The Right Hire. Right Now.
Virtual Assistants. Accounting Services. Marketing Assistants.
Made with ♥ from the iSS team.
Contact
☎️ +1 (307) 3577 872
📧 info@istaffingsolution.com
📍 30 N Gould St # 53690
Sheridan, WY 82801
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