Hire Virtual Insurance Assistant for Agencies.
Get trained, full-time insurance assistants who handle policy servicing, renewals, and COIs, at 60-70% less than hiring locally.
- Full-time virtual insurance assistant matched in 7-10 days
- Insurance workflow-trained talent
- Save up to 70% on overhead costs with a virtual assistant
- HIPAA- and SOC 2 Type II, and insurance workflow trained talent
- Zero risk; pay only after you hire the talent
What Remote Insurance Assistants Do for Your Agency Workflows
Explore the core insurance workflows that Remote Scouts virtual assistants handle daily for hundreds of growing agencies.
Policy Servicing
Execute endorsements, cancellations, reinstatements, and rewrites in your AMS ensuring every change is documented.
Renewals Management
Flag upcoming expirations, build renewal submissions, and coordinate client outreach to eliminate lapses.
COI Coordination
Process certificate requests, confirm compliance requirements, and deliver COIs within hours.
Claims Assistance
Submit FNOLs, track adjuster progress, and reduce claim-related calls to your producers by 80%.
Billing & invoicing
Creates invoices, reconcile carrier statements, manage finance accounts, and resolve billing issues.
Accounts Receivable
Chase overdue payments, coordinate payment plans, and reduce aging receivables for healthy cash flow.
Carrier Support
Push policies through carrier systems, resolve pending endorsements, and expedite documentation requests.
Underwriting Support
Pull loss runs, compile application schedules, and organize submission files, accelerating quote turnaround.
Loss Run Requests
Order, track, and organize loss runs for renewals and new submissions, ensuring underwriting timelines stay on track.
Compliance & SOPs
Maintain audit-ready client files in AMS, track all policy changes, and ensure SOPs are followed to reduce E&O exposure.
Producer Support
Own servicing workflows, track renewal deadlines, and handle policy admin, freeing producers 15+ hours weekly.
Client Correspondence
Handle calls and emails for policy questions, billing inquiries, and service requests recorded in your AMS.
Trusted Scouts. Proven by Our Clients.
COO
PM
Capital
CFO
For Insurance Agencies Writing Personal & Commercial Lines
Personal Lines
Auto, Home, and Umbrella policy servicing, renewals tracking, client follow-ups, and COI management, handled with precision and speed.
Commercial Lines
General Liability, Property, and Workers' Compensation, comprehensive support for your commercial book of business, from endorsements to claims.
Life & Health Insurance
Enrollment support, benefit summaries, policy documentation, and client communication, tailored for life and health insurance workflows.
Trusted by Insurance Agencies Nationwide
Remote Scouts provides a structured, secure, and scalable remote workforce that helps insurance agencies reduce administrative workload.
With a 97% retention rate across placements, you get pre-trained subject matter experts who become an extension of the agency, working remotely.
Discover How Every Case Gets Perfectly Managed
Remote Scouts vs. Other Virtual Assistant Agencies
See why insurance agencies choose dedicated, compliance-trained professionals over rotating gig workers.
Full-Time Insurance Support. 100% Focused on Your Agency.
No shared assistants. No rotating talent. No divided attention. Your remote insurance assistant works full-time for your agency only, aligned with your workflows, AMS systems, and compliance standards.
With Remote Scouts, you will build long-term operational strength with dedicated insurance assistants who understand your renewal cycles and adapt to your servicing style.
Our assistants operate inside your AMS following compliance standards and support your producers daily.
We are a Trusted Remote Staffing Agency…And for Good Reason.
I want to express my strong recommendation for Remote Scouts, particularly for their exceptional medical billing staffing services. They consistently provided top-quality candidates for our medical billing needs promptly and have significantly improved our team’s capabilities. Their expertise, responsiveness, and dedication to results makes them an invaluable partner.
Lisa Rung
Glenwood Medical Associates
I’ve had the pleasure of working with Remote Scouts for my staffing needs, and they’ve truly impressed me. Their personalized approach, top-notch candidates, and stellar communication set them apart. They deliver quality hires while staying within budget. If you need reliable staffing solutions, Remote Scouts is the way to go!
Nicole Jimenez
Regain Medical Billing
Mark Steik
General Collection Company, Inc
I want to express my strong recommendation for Remote Scouts, particularly for their exceptional medical billing staffing services. They consistently provided top-quality candidates for our medical billing needs promptly and have significantly improved our team’s capabilities. Their expertise, responsiveness, and dedication to results makes them an invaluable partner.
Lisa Rung
Glenwood Medical Associates
I’ve had the pleasure of working with Remote Scouts for my staffing needs, and they’ve truly impressed me. Their personalized approach, top-notch candidates, and stellar communication set them apart. They deliver quality hires while staying within budget. If you need reliable staffing solutions, Remote Scouts is the way to go!
Nicole Jimenez
Regain Medical Billing
Mark Steik
General Collection Company, Inc
Hire a Dedicated Insurance Assistant within 10 Days
Add trained insurance support without increasing office space, payroll complexity, or administrative burden.
Frequently Asked Questions
Are virtual insurance assistants the same as a general remote assistant?
No. Remote Scouts virtual insurance assistants are trained, full-time members of your insurance team who specialize in agency workflows.
Their responsibilities include:
- Review applications for missing information
- Verify coverage and eligibility in your AMS
- Ensure compliance with carrier and state requirements
- Schedule meetings with clients, underwriters, and carriers
- Handle communication between brokers, clients, and carriers
- Track renewals, quotes, and follow-ups
- Support claims documentation
Why hire a Remote Scouts virtual insurance assistant over a freelance VA?
A freelance virtual assistant is not pre-vetted, properly trained, deals with multiple clients at once and does not follow strict regulatory standards.
But the Remote Scouts virtual insurance assistance are full-time dedicated team members focused solely on your agency and pre-trained top 3% talent in insurance workflows and compliance.
How does Remote Scouts find high-quality virtual insurance assistants?
Remote Scouts maintains a vetted talent pool of 1,000+ insurance-trained professionals across Costa Rica, the Philippines, Pakistan, and the United States.
Every candidate undergoes rigorous screening for verified insurance industry experience, communication skills, and regulatory knowledge before entering our network.
We then pre-train selected candidates in insurance terminology, HIPAA- and SOC 2 Type II compliance protocols, and industry-standard systems before matching them with agencies, ensuring you receive a fully operational assistant from day one.
What errors can a virtual insurance assistant prevent in my agency?
Remote Scouts virtual insurance assistants are trained to catch common errors before they escalate such as:
- Missing COI expirations
- Incomplete endorsement requests
- Lapsed renewal follow-ups
- Data entry errors in Applied Epic or AMS360
Our assistants use agency-specific checklists and are monitored daily to maintain accuracy across personal and commercial lines.
Can a virtual assistant work with my specific AMS (Applied Epic, AMS360, HawkSoft, EZLynx)?
Yes. Remote Scouts assistants are trained on Applied Epic, AMS360, HawkSoft, Vertafore, EZLynx, and QQCatalyst. They access your AMS via secure VPN or cloud login (same as your in-house employees).
How much can I save by hiring a Remote Scouts virtual insurance assistant?
Remote Scouts clients save up to 70% compared to hiring in-office staff with full salaries, benefits, payroll taxes, and office overhead.
Our flexible pricing model allows you to scale support based on your agency’s actual needs without fixed employment costs.
To better understand how much you’ll save with Remote Scouts, schedule your free consultation today.
Who will handle the onboarding, training and payroll for my assistant?
Our expert team will handle all of it after you’ve selected your ideal candidate. Remote Scouts manages training such as insurance operations, regulatory compliance, CRM platforms and core industry workflows.
We also provide everything your assistant needs to succeed: compliance-certified equipment, secure workstations, encrypted communication systems, continuous professional development, and complete payroll administration.
You’ll easily manage your assistants and the process is straightforward.