Trusted Virtual Assistants for Growing Insurance Agencies

Get producers back to selling within 7 days. Top 3% remote insurance assistants manage documentation, policy workflows, and claims with full compliance.

Pay after you hire

SOC 2 Type II audited, E&O-aware data protocols

Talent matched within 7 days

Day-to-Day Tasks Our Remote Insurance Assistants Handle

Structured insurance specialists managing policy servicing, client inquiries, renewals, and claims for agencies, MGAs, carriers, and insuretechs.

Policy Administration & Updates

Fully owns policy updates and documentation, so your books are always accurate and audit-ready.

Claim Support & Documentation

Manages FNOL intake, adjuster and carrier follow-up, approval tracking, and AMS documentation throughout the claims lifecycle.

Renewal Coordination & Follow-Ups

Tracks renewals, handles policy renewal file preparation and carrier communication, and sends timely reminders to reduce policy lapse risk.

Service Requests & Policy Changes

From COI processing to policy changes, handles tasks independently, keeping producers free for revenue activities.

AMS Data Management

Client records and policy details are updated in AMS360, Applied Epic, EZLynx, HawkSoft and other AMS accurately by remote assistants.

Quote Preparation & ACORD Processing

Gather client data, complete ACORD Applications, and organize submission details for faster quotes, with underwriting coordination for faster turnaround.

Document Processing

Processes ACORD 25 and ACORD 28 certificates, endorsement processing, certificate management, and renewals, maintaining regulatory accuracy.

Workflow Tracking

Scattered tasks minimized by tracking daily service requests, renewal tasks, and claims updates for full operational visibility.

Supporting Insurance Agencies Across Every Line of Business

Agencies grow revenue with trained virtual insurance assistants who are well-versed in your agency’s workflows.

Personal lines
(Auto, Home, Umbrella)

Commercial lines
(General liability, Property & Worker's Compensation)

Life and Health
Insurance Servicing

Virtual Insurance Assistant Services for Agencies of All Sizes

Structured remote staffing solutions for all U.S.-based insurance companies and businesses without increasing internal staffing costs.

Operational Advantages of Hiring Remote Insurance Assistants

Slow response times have been reduced. Valuable selling hours focused. Client retention improved.

Manages submissions end-to-end, updating AMS records, and ensuring accurate details for quotes.
Handles all policy servicing, with responsibility for client requests, ensuring faster responses and error-free execution.
Consistently tracks renewals and client follow-ups to reduce policy lapses and improve retention across personal and commercial lines.
Taking over day-to-day servicing tasks so producers can focus on closing deals and building client relationships.

Why Insurance Agencies Choose Remote Scouts

We do not offer generic VAs. Explore how our virtual insurance assistants handle operations for agencies, brokers, and insurers.

Top 3% Acceptance Rate

Only the top 3% talent are recruited and vetted with strong administrative and operational skills.

Structured Training

Remote insurance assistants are trained on the insurance AMS to handle professional service environments and documentation workflows.

Dedicated Full-Time Role

Virtual insurance assistants work exclusively for insurance companies to increase revenue. Fully committed and compliant..

Trusted Compliance

All virtual insurance assistants are SOC 2 Type II compliant, with E&O coverage and documented workflows following U.S. safety protocols

Secure Facility

Every assistant works from a controlled, monitored office environment with encrypted workstations and zero personal device access

Risk-Free Hiring

Pay only after you hire. No fees. No contracts. From recruiting to payroll, we manage the details, reducing your onboarding headache.

Trusted by Insurance Agencies Across the U.S.

We earn trust from day one, nurturing businesses’ experience with our remote assistants.

No Training Overhead, No Hiring Delays.

Skip the 30-day hiring cycle. Get a pre-vetted, insurance-trained assistant inside your AMS, handling your workflows from day one.

Frequently Asked Questions

Should insurance agencies hire a virtual insurance assistant instead of an in-house assistant?

Hiring virtual assistants for insurance companies means you will experience a faster hiring process. Insurance companies will lower their operational costs, get access to trained insurance specialists, and reduce their administrative workload further. But with an in-house assistant, expenses are doubled, you need constant training, and rehiring takes a full hiring cycle. Remote Scouts even offer fast replacements in case the hired assistant does not match your needs. Without any additional cost.

How quickly can I find an exclusive virtual insurance assistant through Remote Scouts?

You can find a thoroughly vetted, trained virtual insurance assistant through Remote Scouts within 7 business days, unlike other staffing agencies. We find experts with prior experience in insurance operations such as policy servicing, renewals management, document processing, and carrier coordination. Insurance companies that hire through Remote Scouts do not struggle with long hiring cycles.

What compliance standards do your insurance assistants meet?

Every assistant operates from a SOC 2 Type II-certified, monitored facility with encrypted workstations, controlled system access, and full activity logging, built to meet U.S. insurance data security and E&O standards.

What insurance systems are your virtual assistants trained to work with?

Your assistant is trained on the agency management system you already use, including Applied Epic, AMS360, HawkSoft, EZLynx, QQCatalyst, and 60+ other AMS platforms. They access your AMS the same way your in-house employees do, via secure VPN or cloud login.

Don’t see your platform listed? Let us know. We train your assistant on your exact system before onboarding, no disruption to your workflow.

How much do insurance agencies save after hiring a virtual assistant with Remote Scouts?

When insurance agencies hire virtual assistants with Remote Scouts, they reduce the operational staffing costs by up to 70%. Insurance businesses do not have to bear costs like salaries, benefits, office space, equipment, or training.

Will the virtual insurance assistant work in my agency’s time zone?

Yes, absolutely. Remote Scouts provides virtual assistants who can easily work in your preferred time zone, whether you operate in EST, CST, MST, or PST. Our assistants communicate in real-time without delays.

What if the assistant is not a good fit for my agency?

Remote Scouts offers a zero-risk hiring model with fast, no-cost replacements. If the assistant doesn’t meet your expectations, we will quickly provide a better-matched, insurance-trained professional with minimal disruption.

Do virtual assistants communicate directly with my clients?

Yes. Based on your preference, remote assistants can handle direct client communication for daily tasks such as policy inquiries, billing questions, COI requests, and follow-ups, while maintaining your agency’s tone, processes, and compliance standards.

Trusted Virtual Assistants for Growing Insurance Agencies