iSS Insurance Virtual Assistant

“I need help with policy tasks, billing, and follow-ups.”

Let our trained Insurance VAs take the workload off your plate—so you can focus on clients, not
back-office tasks.

“I’m drowning in quotes, renewals, and service requests. How will you help me grow?”

Time to Delegate Differently

At iSS, we don’t send generic VAs. We train Insurance Virtual Assistants to fit right into your
agency’s daily workflow — handling tasks the way your team would, but without the overhead.
Whether you're overwhelmed by policy servicing, renewal bottlenecks, COIs, or unlogged CRM
data, our VAs are ready on day one with deep product training and U.S.-agency-standard
processes.
You’re not alone. We’ve helped agencies across the country eliminate backlogs, improve client
turnaround, and reclaim time to focus on sales and strategy.
We're built for the way insurance really works — complex, fast-moving, and detail-driven.
Our model was designed for high-touch agencies—not high-churn marketplaces.
You’re not too demanding. You’re exactly who we built this for.

The Myth

Hiring a VA means settling for generic support and constant hand-holding.

The Reality

We match you with a trained Insurance Virtual Assistant who already knows how to:
● Process endorsements
● Track COIs
● Handle renewals
● Manage CRM & carrier comms
All supported by a dedicated iSS team member who stays with you every step of the way.

Here’s how we customize your perfect solution:

Quoting & Policy Creation

Prepare quotes, build policies, and input data into AMS/CRMs accurately and fast.

Renewals & Follow-ups

Track renewal dates, coordinate client communications, and reduce lapses.

Client Communication

Send updates, follow-up emails, and reminders—just like your internal team would.

Endorsements & Certificates

Process COIs and policy endorsements—complete and on time.

CRM & Task Management

Keep your systems clean and organized with daily updates and action tracking.

Billing & Invoicing

Handle invoices, payment posting, and reconciliation with carrier portals.

At iSS, AI doesn’t replace human expertise. It elevates it.

AI-Empowered iSS Insurance Virtual Assistant

Our Insurance VAs combine deep industry know-how with AI-powered precision—automating
repetitive workflows, organizing data, and keeping your systems clean and compliant.
They’re trained in tools like NowCerts, EZLynx, Applied Epic, and CRM platforms—using AI to
track tasks, predict needs, and flag what matters most.
Their edge?
They don’t just react—they anticipate.
They don’t just execute—they optimize.
They don’t just help—they help you lead.
With iSS, your back office doesn’t just run. It propels you forward.

Automated Policy Workflows

Billing & Claims Coordination

Real-Time Dashboards & Reports

Every Insurance Workflow. One Trusted Team.

From COIs to quoting to claims—iSS delivers trained Virtual Assistants who take ownership of the critical tasks your agency depends on. They’re skilled, aligned with U.S. standards, and fully immersed in your systems from day one. You get focused support for what you need—and nothing you don’t.

Running a business is hard.
Hiring the right help shouldn't be.

When your plate is full, the last thing you need is a long hiring process. iSS simplifies it by pairing you with high-performing Virtual Assistants—ready to make an impact from day one.

You’re Protected By iSS Right-Fit Guarantee:

The Right Fit

93% of clients are matched perfectly the first time — and if not, we’ll fix it fast.


Guarantee

 

If it’s not a fit, we’ll rematch you at no additional cost. No firing, searching, or stressing.

 

Peace of Mind

You’re not locked into a long-term contract. We listen, adjust, and stay proactive.


Over 1000 leaders have trusted us to find their match. You're in good hands.