Hire a Virtual Assistant for Insurance Agency



As an insurance salesperson, you probably have a lot on your plate. You’re constantly looking for new clients and managing current ones. You’re also trying to find ways to optimize the hours in your day so that you can spend more of them face-to-face with clients, and ultimately close deals. That’s where a virtual assistant for insurance agents can help: by taking over some of the administrative tasks that take up time and attention away from engaging with clients. An experienced VA will be able to handle many of these tasks without needing instructions from you or even being in the same location as they happen, allowing them to keep working while someone else takes care of things like prospecting leads or booking appointments. They’ll also be able to do things like manage email campaigns, answer phone calls when needed (or at least make sure they get returned), return voicemails right away so potential customers don’t hear messages saying “We’ll call back later”—and even help coordinate events such as workshops or seminars!

Here are some of the ways that an Insurance Agency Virtual Assistant can help:

A virtual assistant for insurance agency can help your business in several ways. For example, they can assist with sales and marketing, customer service, administrative tasks and even data entry.

For example, a virtual assistant insurance agency may be able to reach out to potential clients on social media or by phone to introduce themselves and provide information about the services your company offers. A good virtual assistant will also be familiar with the ins-and-outs of social media platforms like Facebook, Instagram and Twitter; so they’re able to post updates regularly as well as run ads that are targeted at specific audiences (for example: those who live close by or work in certain industries). Furthermore, if no one from your team has time to focus solely on this type of marketing activity then hiring someone who specializes in it could save you tons of money!


Hire A Virtual Assistant For Insurance Agency

Prospecting and booking appointments

  • Booking appointments is a time-consuming task. You could spend hours sending emails, making phone calls and leaving voice mail messages.
  • An insurance broker virtual assistant can help you with this.
  • They can also help with email marketing and cold calling, as well as coordinating events, returning phone calls and more!

Cold calling

Cold calling is when you call people that you don’t know to try and sell them a product or service. For someone who is an insurance agent, this is especially important because they need to make sure their clients are happy with their coverage and ready for any situation (such as a car accident or fire).

Here’s how to do it:

  • Find your target audience. This means finding people that fit into your client base based on age, location and other similarities. You should also keep in mind what kind of person would be interested in hearing about an insurance policy from an independent agency like yours—someone who already has insurance might not want anything else!
  • Research the best ways to reach these people. Maybe some prefer email while others only respond well over the phone; maybe some just don’t answer calls from out-of-state numbers. Be sure before making contact so nothing falls through the cracks!

Email marketing and drip campaigns

Email marketing is one of the most powerful ways to reach your target audience and generate leads. It allows you to personalize your message and deliver it at a specific time, so that they only see it when they’re most likely to convert.

An email marketing campaign can be broken down into three components:

  • Strategy: You determine what type of message you want to send (such as an announcement or offer) and who should receive it. You may also decide which channels you’ll use for distribution and how often this content should be sent out over time.
  • Content: This is where you write or create whatever assets are necessary for this particular campaign—for example, if you’re sending an announcement about new insurance rates in California, then maybe all the content will come from research reports; if instead it’s about a Memorial Day sale on life insurance policies, then maybe all the content will come from text messages that customers can customize themselves with their own name and address information. Once those assets are ready for distribution through whichever channel(s) were selected earlier in step 1 above (e-mail marketing provider), then pull down on this tab again until everything looks right before moving forward deeper into this process where we’ll talk about implementing tools that enable us here shortly…

Returning phone calls

This can be a stressful job for you as the owner, so make sure to treat your virtual assistant for insurance agencies with respect. When returning calls:

  • Be polite and professional
  • Make sure you understand what the caller is looking for
  • Have your virtual assistant write down the details of the call, so it’s easy to refer back to later if necessary
  • Follow up with the caller once they have followed up with you


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Voice mail drops

There are several ways that a voice mail drop can help you get more business. The first is that it gives your clients the opportunity to hear your voice and trust you more. This can be particularly important for new clients or those who have never been in contact with you before.

The second way a voice mail drop can benefit your insurance agency virtual assistant is by making it easier for people who need help with their policies or other issues to reach out to you directly. If they’re looking for help, it’ll be easier for them to find something on your website that answers their questions instead of having them call an office number and wait in line because they don’t know who else would know any better than anyone else at the company.

A third way a voice mail drop could make things easier on everyone involved is by eliminating some of the busy work associated with sending out emails or text messages repeatedly over time (which may not always get through). Some companies even use bots now that reply automatically when someone sends text messages through social media sites like Twitter; however, since these can sometimes come off as robotic or impersonal depending upon how well programmed they are, especially if there’s no human interaction whatsoever between creator(s) versus recipient(s), some might prefer using actual people instead!

Event coordination.

Event coordination can be a complex task that requires attention to detail and excellent organizational skills. A virtual assistant for insurance agencies can manage all aspects of event planning, from securing venues to coordinating with caterers. They can take the load off your shoulders by handling the logistics, freeing you up to network and build relationships at your events.

A virtual assistant is a great resource for insurance sales agents to have.

A virtual assistant for insurance agents is a great resource to have. They are hardworking, reliable, and cost-effective. Their services can be more productive than having full-time employees in your office, especially if they’re available 24/7 to handle tasks such as following up on leads, scheduling appointments, and managing client databases.


In the end, it’s up to you to decide whether or not a virtual assistant is right for your insurance agency. But with so many benefits and so little cost, it seems like an easy decision! A virtual assistant will cut down on the amount of time you spend on administrative tasks and allow you to focus on what matters most: making sales calls and closing deals. We hope this article has helped clear up any misconceptions or concerns about what a VA can do for your business.

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