Stop doing everything yourself. Hire a VA today.
Hire a dedicated VA for your insurance tasks from $699/month for 80 hours. 7VAS delivers insurance virtual assistant services covering policy management, claims support, lead generation and client communication.
Our team manages policy renewals, claims follow-ups, and client communication across your entire book of business. We work around the clock so your clients always get quick, professional responses.
Your insurance Virtual Assistant Services integrates directly into EZLynx AMS360 HawkSoft and all carrier portals with no ramp-up period, delivering across every core agency function from the first week. Our team manages policy renewals, claims follow-ups, and client communication across your entire book of business. We work around the clock so your clients always get quick, professional responses. Reliable support scales your agency.
New policy entry, mid-term policy endorsement processing, cancellation handling and insurance policy renewal pipeline management tracked within your AMS. Insurance certificate of insurance management fulfilled same-day for standard requests. Insurance compliance documentation filed accurately.
First-notice-of-loss intake, claims documentation and follow-up and carrier communication virtual assistant coordination from submission through to settlement. Every claim is logged with supporting documents fully verified and clients receive proper proactive status updates throughout.
Structured outreach campaigns, new business submission support workflows and insurance CRM management virtual assistant records management so producers engage only warmed, pre-qualified conversations. No qualified lead falls through due to inconsistent follow-up or disorganised pipeline data entry.
All inbound client inquiries and service requests handled with insurance client onboarding support for new policyholders. Renewal outreach, mid-term communications and reactivation sequences executed on schedule — improving retention rates without consuming producer time on routine service tasks.
Inbox triage, carrier correspondence and insurance compliance documentation filing completed daily. Your EZLynx AMS360 HawkSoft AMS reflects the live state of your book at all times. Weekly reporting keeps principals informed without CSR or producer time spent on manual data compilation.
Our Insurance Virtual Assistant Services keeps your inbox organized and your calendar up to date—handling emails, scheduling meetings , so nothing slips through the cracks. Backed by outsourcing virtual assistant for insurance best practices, we maintain your professional communication standards at all times.
Onboarding completes within 48–72 hours of your first Discovery Call.
Share your business needs, goals, workflows, and expectations clearly.
We select and assign a VA aligned with your requirements and industry.
Communicate directly via email, calls, WhatsApp, and other channels.
Guided onboarding to align tasks, processes, and ensure a strong start.
All client information is handled with strict confidentiality and protected through transparent systems and proven practices to prevent unauthorized access.
We access your data only when necessary and manage it through qualified professionals. Our clear workflows ensure sensitive information stays secure at every point.
Only verified team members can access your systems and files. Clear role-based permissions keep your data protected and visible only to those who require it.
Every document, credential, and information piece is stored securely and shared only through approved channels. We maintain total confidentiality always
We use transparent, encrypted communication tools to protect emails, files, and messages—keeping your business conversations private and secure.
We review and update our security practices regularly so the controls above stay current.
All plans include a dedicated insurance VA, dedicated insurance account manager and direct communication. Zero placement fees. No long-term contracts required.
Scope of service: 7VAS virtual assistants provide administrative and operational support only. They do not provide insurance advice, do not make professional judgements, and are not licensed insurance agents, brokers or practitioners in any regulated field. Work is performed under the direction of the client.