Which agency systems can your assistants use?
Our assistants work across common platforms such as Applied Epic, AMS360, EZLynx, HawkSoft, NowCerts and Salesforce, plus carrier portals. We prioritize candidates already familiar with your management system.
Can assistants perform licensed activities?
No. Our assistants provide administrative and processing support under the direction of your licensed producers and agents. Activities requiring a license remain with your licensed staff.
How is client and policy data protected?
Assistants sign confidentiality agreements, work through secure, monitored systems, and access only what you authorize via your own credentials and permissions.
Do you offer tier-based packages?
No — we don’t sell tiered VA packages. Instead, we take time to understand your agency and match you with the best-fit specialist for the role, with the right skills and experience rather than a generic assignment.
Full-time or part-time — what are the options?
Both. You can engage an assistant full-time (40 hours/week) or part-time (20 hours/week), aligned to your time zone and operating hours. Many insurance agencies start with one part-time role and scale up as the value becomes clear.
How quickly can we get started?
It begins with a short discovery call. From there we typically present matched candidates within days, and your assistant can be onboarded and working in your systems shortly after — far faster than recruiting locally.
What if the assistant isn’t the right fit?
We stand behind our matches with a replacement guarantee. If the placement isn’t working, we’ll source a replacement at no additional recruitment cost, so your coverage continues without disruption.