Support quoting
Collect and organize application details for a licensed team member to review.
REMOTE INSURANCE VIRTUAL ASSISTANTS
Hire an insurance VA who keeps servicing work on track.
Support personal or commercial lines administration, quote preparation, carrier follow-up and policy-servicing tasks.
- Support quoting.
- Follow up on service.
- Keep records current.
You interview. You choose. We support the journey.
Illustrative role imagery · Work depends on your brief.
THE ROLE
What is an insurance virtual assistant?
An insurance virtual assistant helps the licensed team with defined administrative work. They can organize applications, follow up with carriers, track service requests and keep records current in your agency management system.
Licensed activity and final advice remain with your agency's authorized staff. We define administrative boundaries before matching talent.
WHAT THEY HELP YOU DO
The work, made clearer.
Follow up on service
Track carrier requests, pending changes and renewal-related administrative tasks.
Keep records current
Update approved fields and maintain clear notes and handoffs in your system.
WHAT A STRONG HIRE LOOKS LIKE
Start with a practical brief.
Define the work, handoffs and tools before recruiting. You choose the person who fits your team.
- Tell us your goals: Share lines of business, agency system, licensing boundaries and approved carrier workflows.
- Meet your shortlist: We match your brief to candidates. You interview and approve the person you choose.
- Build momentum: Onboard your new hire into your tools and process, with Boogie providing ongoing support.
A PRACTICAL START
01Tell us your goals
02Meet your shortlist
03Build momentum
Example plan, not a client project or promised outcome.
SCREENED FOR THE REAL WORK
Relevant skills. A clear scope.
What we assess
Experience with the tasks and tools in your brief, plus a relevant practical exercise where appropriate.
What you define
Your priorities, systems, schedule and success criteria. Agree related responsibilities separately.
THE TEAM BEHIND YOUR HIRE
The support doesn’t stop at the shortlist.
Recruiting, onboarding coordination, work reviews, and client and talent check-ins.
See how Boogie supports youYOUR STARTING POINT
One person. Or a team.
Remote staffing starts from $8/hour. Your rate depends on role, experience and schedule. We agree scope and terms before starting.
Explore pricing and what is includedREADY WHEN YOU ARE
Give your producers more room to serve.
Tell us the work you need. We’ll help define the role and the next step.
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