I will be your personal insurance and commercial insurance quoting expert
US Insurance Virtual Assistant Personal, Commercial and Trucking
About this Gig
Need help with insurance quoting for your U.S. insurance agency?
I'm an Insurance Virtual Assistant with 3+ years of experience supporting U.S. insurance agencies. I help agents manage quote submissions, carrier follow-ups, and policy processing.
My services include:
Personal auto, home, renters, and condo quoting
Commercial general liability, BOP, commercial auto, property, and workers' compensation
Preparing applications and checking missing information
Submitting quote requests through authorized carrier portals
Following up with carriers on pending quotes
Comparing premiums, limits, deductibles, and coverage options
Assisting with policy binding requests after agency approval
Reviewing issued policies and updating agency management systems
I'm familiar with AMS360, Applied Epic, EZLynx, and others. I focus on accurate data entry, organized submissions, and timely follow-ups.
Need help with quoting or ongoing agency support? Message me before ordering to discuss your requirements.
Binding support is subject to agency approval, carrier authorization, and applicable requirements.
Purpose:
Personal
My Portfolio
FAQ
Are you available for full time or long term work with our insurance agency?
Yes, I am available for full-time and long-term collaboration as your dedicated Insurance Virtual Assistant.
What services can you provide to support our insurance agency?
I can assist with insurance quoting, policy servicing, claims support, endorsements, renewals, ACORD forms, and client communication.
How can you improve the efficiency of our agency operations?
I help streamline daily insurance tasks by managing workflows, updating CRMs, handling follow-ups, and ensuring smooth communication between clients and carriers.
Which areas of insurance do you specialize in?
I specialize in auto insurance, home insurance, commercial lines, personal lines, and insurance CSR support for US agencies.
Do you have experience with insurance software?
Yes, I have hands-on experience with AMS360, EZLynx, AgencyZoom, Hawksoft, QQ Catalyst, and others.
Do you have experience with insurance carriers?
Yes, I have experience with personal and commercial insurance carriers, including Progressive, GEICO, Travelers, Allstate, Safeco, Liberty Mutual, Nationwide, Foremost, State Farm, Mercury, The Hartford, Chubb, AmTrust, BHHC, Cover Whale, and more others.
What do you need to start an insurance quote?
I need the applicant's information, requested coverage details, and your agency's instructions for submitting the quote.

