10 Things You Didn’t Know a Virtual Assistant for an Insurance Agency Could Do

The role of an insurance agency virtual assistant can be broad, encompassing everything from web design and social media management to editing and proofreading documents. 

However, there are many insurance agency virtual assistant duties that most insurance agency VAs can offer, whether it’s their first time in the role or not. Here are ten things you didn’t know an insurance agency in VA could do.

Set up appointments

A virtual assistant for an insurance agency can do many things, but one of their most important roles is setting up appointments. They will work with you to find the best time for your meetings and ensure they are confirmed. This can free up time to focus on other aspects of your business.

Answer phones

A virtual assistant for an insurance agency can answer phones and take messages just like a regular in-office receptionist. This is especially helpful if the agent is out of the office or on vacation. The virtual assistant can also help with customer service issues and forward calls to the appropriate department.

Order supplies

A virtual assistant for an insurance agency can help by ordering and keeping track of supplies. This can be everything from office supplies to marketing materials. Having someone dedicated to this frees up the insurance agent’s time to focus on other things.


An insurance agency’s virtual assistant (VA) can do much more than answer the phone and file paperwork. 

Transfer calls

A good virtual assistant will have no problem handling the transfer of calls during business hours. They will know how to route the call correctly and can even take a message. A great VA for insurance agencies will also see each company’s policy and procedure. 

In some cases, they might also know different areas like social media marketing or SEO so that they can advise on those fronts. 

Ultimately, a VA is someone who provides more than just administrative services like filing paperwork or answering phones – they are all-around support personnel that knows your company inside and out.

Send faxes

Believe it or not, some insurance agencies still use fax machines daily. A virtual assistant can send and receive faxes on your behalf, so you don’t have to worry about it. An agency’s administrative staff may be more limited than the agency would like to admit, which is where a VA comes in handy. The VA may take over tasks such as filing paperwork, checking with clients about deadlines for renewals and other policies, sending out invoices, and handling questions from potential customers.

Manage social media accounts.

A Virtual Assistant can help you stay active on social media, which is essential for insurance agencies. They can help you create and post content, interact with followers, and track analytics. This way, you can focus on other aspects of your business while maintaining a solid social media presence. Their team also has experience working with Facebook Ads Manager and Google AdWords, so they are capable of handling some paid advertising campaigns if needed. 

They are also proficient in WordPress website management and SEO (search engine optimization). They will optimize your website to make it more visible to search engines like Google or Bing by focusing on keywords, improving site architecture, applying SEO best practices, etc.

Attending in-person meetings (suitable for companies on the West Coast or anyone based in New York City!)

If you’re in the insurance industry, chances are you’ve already considered hiring a virtual assistant. But what exactly can they do?

 One of the benefits of having a virtual assistant is that they can attend in-person meetings on your behalf. This is especially helpful for companies based on the West Coast but with clients or employees in New York City. If you’re unable to travel for whatever reason, your virtual assistant can represent you at the meeting and take care of everything for you.

Additional support tasks (proofreading, formatting, etc.)

  1. A virtual assistant can help with proofreading and formatting documents. This is especially helpful if the insurance agent works on a time-sensitive project and needs someone to double-check their work.
  2. A virtual assistant can also help schedule appointments and manage calendars. This can be a massive time-saver for an insurance agent trying to juggle multiple clients.
  3. A virtual assistant can also handle customer service inquiries. They can take messages, track information, and promptly respond to emails. 
  4. For administrative or clerical tasks that don’t require interaction with clients, the virtual assistant will do those tasks remotely so that the insurance agent doesn’t have to spend valuable time away from work.


An insurance agency’s virtual assistant can do much more than answer phone calls and schedule appointments. They can also help with policy research, claims assistance, and marketing. If you’re looking for someone to help take your insurance agency to the next level, consider hiring a virtual assistant.


Leave a Comment