We Hire, Train and Manage for you!

Don’t waste precious time and money hiring from job boards. New employees have a high acquisition cost due to weeks of training and heavy tax burden. Allow our team of experts to provide the staffing support you need to on-board and train new hires.
Here in Agencyva
All of our VA’s have a PC with two monitors, a webcam, and noise-cancelling headphones.
We meticulously comb the world for top-tier assistants, identifying individuals with the talent and capacity to support each business type. We specifically train our Virtual Assistants to understand your customers, process, and culture. We are committed to earning your trust, and helping you focus on what you do best: growing your business.

Services We Offer

Tasks and services provided from our US & Foreign Call Centers

Inbound Service Calls

  • Receive incoming calls from clients collect data to process changes
  • Prepare a new insurance quote
  • Collect necessary info from caller to add/change vehicle.
  • Process a Certificate of insurance, Collect a payment, Send Insurance ID cards, and much more using our Live script system.


  • Call defectors and cold leads to requalify and prepare a quote.
  • Cold call leads from Cole X dates and Aged Internet Leads.
  • Telemarket specific business types for workers comp and general liability, create and obtain a database for X-Dates and more.

Outgoing Service Calls

  • Late Payment and Cancellation reminder calls
  • Followup for trailing documents from underwriting
  • Thank you, Birthday, and welcome calls
  • Confirmation of Certificates of Insurance
  • Claims follow up

Agency Management/Data Entry

  • Creation and sending of Certificates of Insurance
  • Filling all types of Acord Forms
  • Reconciling commissions statements
  • Basic bookkeeping and accounting of bank statements and invoices
  • General data entry and filling of forms

Proposal, Rating & Quoting

  • Gathering Initial insurance quotes from live customers
  • Insurance quoting on Rater from Quote sheets
  • Compiling quote sheets from carrier information and inputting to rater
  • Complete quotes on carrier page
  • Prepare proposals and applications for new and renewal clients


  • Email marketing campaigns
  • Facebook Ad management and creation
  • Website design development and implementation
  • Social media daily postings
  • Whitepage creation and marketing material

Productivity and efficiency tracking through VA Vision

A Glimpse Of VA Vision

Each Virtual Assistant has a secured PC to prevent loss of sensitive data, including social security numbers and credit cards, encrypted company data, hard drive encryption, and software and hardware security. VA Vision also detects and prevents mass data downloads, use of thumb drives to retrieve data, spam protection, anti-phishing, and anti-virus protection.

Our methods to train and onboard Agency VA virtual assistants

A Glimpse Of Agency VA University

VA University is a video library of courses available to our Virtual assistants to study and achieve proficiency. Courses include AMS, CRM, VoIP, Comms, and email providers to name a few.


See how Agency VA assistants are transforming the success of insurance agencies.

Agency VA virtual Assistants can do telemarketing, warm transfers, client facing type tasks.
Agency VA virtual assistants are well trained, and crucial part of our team.

Nicholas AyersThrivesure Insurance

Just shear cost Agency VA virtual assistants is about half of what we pay our team here. Double the work for half the cost. We are going to continue to work with them, we are going to continue to scale with them.

Matt NaimoliG&N insurance

THEY ARE AWESOME! They can do back office, and client facing tasks. Agency VA virtual assistants can do Emails, Endorsements, Admin Tasks, also they can answer phones if needed.

Jason CassThe Insurance Alliance

We offer a variety of Virtual Assistants with different backgrounds and experiences. Use our VA Matrix to identify the best fit for your agency.

All non-team VA’s come with access to VA Vision, productivity tracking, manager for daily accountability, IT department support, ongoing training with live trainers and all VA University courses.

Our Virtual Assistants are trained and experienced in all of the following systems

Carriers We Work With

Connects you with local agents who offer personal advice, and most important of all – to be there for you when you need most.


CRMs our agents use.


Our partner AMS providers.


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