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Policies · Certificates · Claims · Renewals · Leads
Insurance Virtual Assistant Services. Service on time, every time.
A dedicated insurance VA handles policy management, claims support, renewals, lead follow-up and client communication across your book of business, inside EZLynx, AMS360, HawkSoft or Applied Epic, with defined turnaround times for every task.
Example agency day with fictional clients. Filter by line of business to see the requests your VA handles.
What your insurance VA handles
Working directly in your AMS and carrier portals, your VA covers every core agency function from the first week.
New policies, endorsements, cancellations and renewals tracked in your AMS, with standard certificates prepared for producer sign-off.
Carrier correspondence and compliance documents filed daily, with weekly reporting for principals.
First notice of loss logged, documents gathered and carriers chased, with proactive updates to the client.
Service requests handled, new clients onboarded and renewal outreach sent on schedule.
Outreach, new business submissions and CRM follow-up, so producers only take warm, qualified conversations.
Inbox kept organized and meetings scheduled, so nothing slips through the cracks.
Why agencies choose 7VAS
AMS-ready VAs, defined SLAs and lower E&O risk, for less than a local CSR.
Proficient in EZLynx, AMS360, HawkSoft and Applied Epic from day one.
Turnaround for certificates, endorsements and renewals agreed up front.
A dedicated manager for oversight and escalation, with replacement within 48 hours.
Structured workflows and careful documentation reduce the errors that create E&O exposure.
A lower-cost alternative to a local CSR, without salary, benefits or management overhead.
Your VA already knows the major AMS platforms, so you don’t pay for a learning curve.
Routine service handed off, so producers spend their week on clients and new business.
Hire an insurance VA in 48–72 hours
Four steps. No recruitment fees.Share your lines, volumes, AMS and service standards.
We assign an insurance VA matched to your agency and lines of business.
Work with your VA directly by email, call or WhatsApp.
AMS and carrier access set up and workflows agreed, then your VA starts.
Insurance VA plans and pricing
Every plan includes a dedicated VA, a dedicated account manager and direct contact by phone, email and WhatsApp.
- Dedicated VA and account manager
- No placement or recruitment fees
- Billed monthly on a recurring basis, no long-term contract
- Dedicated insurance account manager
- Free replacement within 48 hours
How much could you save?
Compare a full-time 7VAS insurance VA with a local CSR and other options.
Typical starting monthly costs. In-house hiring can also add $500–$5,000 in recruitment fees; 7VAS charges none.
Security and confidentiality
Policyholder data and AMS access are protected at every step.
Client and policy information is handled with strict confidentiality.
Data is accessed only when necessary, by qualified professionals.
Only verified team members can access your AMS and files, with role-based permissions.
Documents are stored securely and access is granted only through approved channels.
Emails, files and messages are protected with encrypted tools.
We review and update our security practices regularly to keep them current.
Remote support where trained assistants handle the administrative, operational and client-facing work that keeps your agency running: policy management, claims intake, certificates, renewals, new business, lead follow-up, onboarding and compliance filing, inside your AMS.
Request a free consultation and share your agency’s needs and volumes. We match you with a pre-vetted insurance VA, and onboarding completes within 48–72 hours, with no AMS learning curve billed to you.
Plans are billed on a recurring monthly basis: Part Time is $699 a month for 80 hours, and Full Time is $999 a month for 160 hours. Every plan includes a dedicated insurance account manager and no placement fees.
Personal, commercial, life and health lines, including open enrollment support, endorsements, carrier communication and careful documentation that helps reduce E&O exposure.
EZLynx, AMS360, HawkSoft and Applied Epic, plus your carrier portals, so your VA supports live agency operations from the first week.
No. Our VAs provide administrative and operational support only. They don’t give insurance advice or make professional judgements, aren’t licensed agents or brokers, and work under your direction.
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.
Free discovery call
Producers selling. Service handled.
Tell us about your agency, lines and AMS. We’ll match an AMS-trained insurance VA and have them working in your book within 48–72 hours.
- No recruitment or placement fees
- Signed NDA before any access
- Free 48-hour replacement guarantee