I will be your US insurance virtual assistant commercial lines and coi processing

India

I speak English, Hindi, Spanish

Insurance Virtual Assistant

I’m a Virtual Insurance Assistant with experience supporting US & Canadian insurance agencies in Personal & Commercial Lines. I help with quoting, endorsements, renewals, COIs, policy checking, and CR...
About this Gig

Are you an independent insurance agency drowning in back-office work?


I specialize in insurance back-office support for US agencies 

handling the tasks that slow your team down so you can focus 

on selling and growing.


WHAT I HANDLE


Certificates of Insurance (COI) fast turnaround

ACORD Forms (25, 126, 125, 130, 140)

Commercial Lines endorsements, renewals, policy processing

Personal Lines auto, home, renters

AMS360 | EZLynx | Applied Epic data entry & updates

Policy checking & coverage summaries

New business & renewal submissions

Claims administration support

Commission & premium reconciliation

CSR inbox and task management


NICHES I SUPPORT


Property & Casualty (P&C)

Commercial Lines

Personal Lines

Trucking & Transportation

Construction & Contractors

Employee Benefits

Travel Insurance


WHY AGENCIES CHOOSE ME


5+ years of insurance back-office experience

Served 10+ US independent agencies

No training needed I know the workflows

AMS360, EZLynx, Applied Epic proficiency

Confidential handling of all client data

US time zone availability



MESSAGE ME BEFORE ORDERING

so I can confirm I'm the right fit for your agency's needs.

Purpose:

Business

Work model:

Weekly assistance

Monthly retainer

Other Virtual Assistant Services I Offer