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REMOTE INSURANCE VIRTUAL ASSISTANTS

Hire an insurance agency virtual assistant.

Organize application details, follow up on documents and keep service requests moving. Build the role around your agency’s systems, schedule and agreed responsibilities.

  • Support quoting.
  • Follow up on service.
  • Keep records current.
Find my specialist

You interview. You choose. We support the journey.

Illustrative insurance administrator reviewing paperwork
insurance virtual assistants

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.

IN OUR CLIENTS’ WORDS

People who have built with Boogie.

Client experiences across industries.

INSURANCE

“Boogie helped us create and execute a clear hiring game plan.”

Gary Gruen

Founder · FrontLight Insurance

Read client experience →

ROOFING

“The Boogie team had a huge impact on our business, improving our structure, productivity, and overall performance.”

Eliya Knafo

Co-founder · Citywide Roofing

Read client experience →

CONSTRUCTION & DESIGN

“Boogie has been a valuable partner, providing reliable assistants when needed—saving time and improving our operations and team dynamic.”

Eli Abikhzer

CEO · Nexus Construction & Design

Read client experience →

FINANCIAL SERVICES

“Boogie helped me find the perfect overseas hire.”

Andrew Gharibian

CEO · Chaser Capital

Read client experience →

Individual experiences with Boogie; services and results vary by client.

WHAT THEY HELP YOU DO

Take the follow-up off your desk.

Support quoting

Have application details collected and missing documents flagged before your licensed team reviews the file.

Follow up on service

Give carrier requests, renewal reminders and outstanding paperwork a dedicated person to follow through.

Keep records current

Keep the status, owner and next action in your agency system so your team can pick up a request without chasing the history.

WHY HIRE WITH BOOGIE?

You choose your person. We do the work around the hire.

Finding candidates, checking the details and keeping a hire on track take time. Our recruiting and client-success teams work with you through each stage.

01 / A RELEVANT SHORTLIST

Spend your interview time on stronger matches.

We source and screen around your agency’s tasks, tools, communication needs and working hours. You meet the shortlisted candidates and make the hiring decision.

02 / A COORDINATED START

Bring someone into your actual workflow.

We help coordinate the start, expectations and onboarding. Your team provides the agency-specific training and priorities; the new hire has a clear place in the operation.

03 / HELP AFTER THE HIRE

Have a team to turn to when something is off.

Client and talent check-ins and work reviews give us a way to spot issues together. We help address a mismatch, adjust the role or coordinate a replacement search when needed.

A Los Angeles team, connected to global talent.

Boogie brings recruitment, client success and talent support together. We get to know the business behind the vacancy and stay involved as your team develops.

Meet the people behind Boogie →See what hiring through Boogie includes →

YOUR 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 included

READY WHEN YOU ARE

Tell us about your agency’s workload.

Share the tasks, agency system and hours you need covered. We’ll help define the role and your next step.

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Or contact Boogie here.

A practical guide to your next hire

Give the agency follow-up a clear next owner.

Insurance administration needs accurate information and an explicit licensed-team handoff. Define which intake, document and renewal tasks the assistant supports while your authorized team retains advice, recommendations and policy decisions.

An application is ready to review

Provide required fields and supporting documents. The assistant identifies gaps and follows up using approved wording rather than interpreting coverage needs.

A renewal has a visible next step

Set the review dates, records and escalation owner. Keep missing documents and unanswered requests visible to the licensed team.

A customer request reaches the right person

Record the question and relevant context. Coverage advice, binding and other authorized decisions follow the agency’s routing rules.

What to put in the brief

  • Describe lines of business, agency tools and recurring task queues.
  • Provide approved communication, document handling and access procedures.
  • Name the licensed reviewer and boundaries for independent action.

What to review together

Review completeness, aging follow-ups and accurate handoffs. Activity counts should not be mistaken for policy outcomes or approved recommendations.

Questions for this workload

What agency experience matters?

Specify the lines of business, systems and document workflows you need. Distinguish essential experience from agency procedures you will teach.

Can this role handle sales advice?

Define permitted tasks with your licensed team. An administrative staffing brief should not imply authority to recommend or bind coverage.

Insurance agency teamsAppointment coordinationPlan the onboarding
Tell us about your workload
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Illustrative insurance administrator reviewing documents beside a laptop
SAMPLE UPDATEDocuments received
Agency work queue
INTAKEApplication details collected
FOLLOW-UPMissing document received
REVIEWFile ready for your team
Sample workflow · Illustrative data
Illustrative photography · AI-generated

REMOTE INSURANCE AGENCY VIRTUAL ASSISTANTS

Give your agents
more time
with clients.

Hire an insurance agency virtual assistant to prepare application details, follow up on documents and keep service requests moving—so your licensed team can focus on the conversations that need them.

  • Move the paperwork forward.
  • Give follow-up a dedicated owner.
  • Keep the next step visible.
Find my insurance VA

You interview. You choose. Boogie supports the working relationship.

WHAT IS AN INSURANCE VIRTUAL ASSISTANT?

The work around
the policy. Handled.

A remote administrative professional who helps your agency collect information, follow through on requests and maintain organized records in your agency management system.

Your licensed team leads advice and policy decisions. Your VA helps prepare the information and keep the administrative work moving within the responsibilities you agree.

01 Prepare02 Follow up03 Hand over
See what they can handle
THE WORK, MADE VISIBLE
Agency work queue
INTAKEApplication details collected
FOLLOW-UPMissing document received
REVIEWFile ready for your team
Sample workflow · Illustrative data
From an open request
to a prepared next step.
An example of the work you can define with your remote professional. Your tools, permissions and process determine the final setup.

THE CLIENT EDITION

The Boogie effect.

An insurance agency. A roofing business. Growing teams with different needs—and their own Boogie experiences.

Illustrative remote business meeting

FrontLight Insurance

“Boogie helped us create and execute a clear hiring game plan.”
Gary Gruen
Gary GruenFounder
Read their story

Illustrative photography · Not a client portrait

Illustrative roofing plans and materials

Citywide Roofing

“The Boogie team had a huge impact on our business, improving our structure, productivity, and overall performance.”
Eliya KnafoCo-founder
Read their story

Illustrative photography · Not a client portrait

Illustrative colleague on a video call

Nexus Construction & Design

“Boogie has been a valuable partner, providing reliable assistants when needed—saving time and improving our operations and team dynamic.”
Eli AbikhzerCEO
Read their story

Illustrative photography · Not a client portrait

Illustrative finance professional at work

Chaser Capital

“Boogie helped me find the perfect overseas hire.”
Andrew GharibianCEO
Read their story

Illustrative photography · Not a client portrait

01 / 04

Explore all client stories

RECOGNIZE THE BOTTLENECK

Your agents have clients.
They also have a backlog.

A dedicated VA can be useful when recurring administrative work is pulling experienced people away from client service.

01 / INCOMPLETE FILES

The review is waiting on paperwork.

Someone needs to request the missing details, follow up and keep the file organized for the next person.

02 / OPEN REQUESTS

Everyone checks. Nobody owns it.

Give routine requests an owner who tracks the status, follows the agreed next step and flags anything that needs a decision.

03 / AGENT CAPACITY

Your specialists are doing the chasing.

Move recurring administrative follow-up into a defined role so your agents can give clients their attention.

Start with the workload that repeats.

New-business intake, renewal preparation or service follow-up: choose where a dedicated person would be most useful. We recruit around that work, your system and the hours you need covered.

WHAT COMES OFF YOUR PLATE

Less chasing.
More work moving forward.

Turn recurring tasks into an owned workflow, with a clear next step for your agency team.

APPLICATION CHECKLIST
✓ Contact details✓ Supporting documents→ Agent review

01 / PREPARE

Start with a more complete file.

Collect application information and organize the documents your team needs.

  • Check incoming details against your checklist.
  • Request missing administrative information.
  • Flag gaps before the file reaches your reviewer.
OPEN REQUEST
FOLLOW-UP COMPLETEDocument received.Next: update the file

02 / FOLLOW THROUGH

Give open requests an owner.

Keep routine client and carrier follow-ups moving through your agreed process.

  • Track outstanding requests and promised next steps.
  • Send approved follow-ups during agreed hours.
  • Escalate delays or questions that need your team.
RENEWAL PREPARATIONNext review, prepared.

03 / STAY AHEAD

Prepare for the next renewal.

Keep dates and preparation tasks visible before the next review.

  • Maintain the renewal calendar.
  • Request the documents your agency requires.
  • Prepare the handoff for the responsible agent.
READY FOR YOUR TEAM
Status: details collectedOwner: agency reviewerNext: review the file

04 / KEEP CONTEXT

Know where the work stands.

Leave a useful record so your team can pick up the request with context.

  • Update status and notes in your agency system.
  • Record the owner, next action and due date.
  • Keep advice and approvals with your authorized staff.

Illustrative task examples. Your responsibilities and workflow are agreed before starting.

SEE THE WORK IN MOTION

One open request.
A useful handoff.

Follow a fictional document request through three stages. This is an example of the administrative work you can delegate—not a client result.

THE STARTING POINT

A file is waiting
on one document.

  1. 01
    Open item

    A supporting document is missing from an application.

  2. 02
    Agency direction

    Your checklist identifies what is needed and who may be contacted.

  3. 03
    Clear responsibility

    The VA owns the administrative follow-up; the agent owns the review.

Illustrative workflow · Fictional information · Adapted to your agency’s tools and access rules.

FRONTLIGHT INSURANCE / CLIENT EXPERIENCE

“Boogie helped us create and execute a clear hiring game plan.”
Gary Gruen, founder of FrontLight Insurance
Gary GruenFounder · FrontLight Insurance

A PARTNER IN THE HIRING DECISION

From hiring questions
to a practical plan.

THE NEED

FrontLight wanted clearer hiring priorities and a more structured plan for its team.

BOOGIE’S PART

Understand the business, shape a hiring roadmap and match a candidate to the role and team.

THE EXPERIENCE

The published story describes clearer team priorities and hands-on support through the hiring process.

Read FrontLight’s story

A hiring experience shared by FrontLight; individual services and results vary.

WHY HIRE WITH BOOGIE?

Your person.
A team around the hire.

Recruiting and keeping a working relationship on track take time. Boogie stays involved before, during and after the hire.

01

Recruit around your agency.

Your workflows, systems, required experience and working hours shape the search.

02

Check the work that matters.

Communication, relevant experience and practical assessments help build a shortlist for your role.

03

Keep the decision yours.

You meet shortlisted candidates, ask your questions and choose the person who joins your team.

04

Have somewhere to turn.

Client and talent check-ins, work reviews and help resolving a mismatch keep support close.

BOOGIE HANDLES

Recruiting, screening, shortlist coordination, onboarding support and ongoing check-ins.

YOUR AGENCY LEADS

Agency training, approved access, daily priorities, licensed decisions and final review.

THE PEOPLE BEHIND BOOGIE

Los Angeles roots.
A hands-on partnership.

Trisha Limengco

Founder & Head of Client Success

Thoughtful matching and support for the relationship after the hire.

Idan Hana

Head of Growth

Helping businesses identify the roles and capacity they need to grow.
Meet the Boogie team →

MAKE TALENT QUALITY VISIBLE

Look beyond the résumé.
Look at the work.

We screen around the responsibilities you need covered. A practical check can help you see how someone organizes information, communicates and knows when to ask for a decision.

  • AccuracyCan they identify missing information and keep the record consistent?
  • Follow-throughCan they choose a sensible next step and leave a useful update?
  • CommunicationCan they write a clear request and summarize the status for your team?
  • Relevant experienceDiscuss the agency system, workflow and working hours your role requires.

EXAMPLE ASSESSMENT · FICTIONAL DATA

Would you know
what happens next?

Give a candidate a sample file with a missing attachment and ask them to prepare the follow-up and handoff.

CHECK
Spot the missing attachment.
WRITE
Draft a clear request for the document.
RECORD
Log the status, owner and next action.
ESCALATE
Flag a policy question for the authorized agency team.

A practical example to discuss for your role.
You interview and choose your hire.

Professional wearing a headset at workRemote professional working on a laptopA remote colleague joining a video meeting
Individual focus.
Shared direction.Illustrative workplace photography

FROM FIRST CONVERSATION TO WORKING TOGETHER

A person in the role.
A plan for the start.

  1. 1

    Map the workload.

    Identify recurring tasks, your system, required coverage and the experience you need.

  2. 2

    Meet your shortlist.

    Review the candidates, discuss relevant experience and choose your person.

  3. 3

    Start with a real workflow.

    Provide approved access and agency training; agree priorities, handoffs and feedback.

In the first month, review the work together.

Look at completed follow-ups, record accuracy and the quality of handoffs. Use that feedback to adjust priorities and responsibilities.

Explore the Boogie process

COVERAGE THAT FITS THE WORK

One recurring workload.
One dedicated person.
Room to grow.

Start with the coverage your agency needs. We can help scope one role or recruit additional people as the workload grows.

Flexible hoursOne professionalSeveral rolesA full team

What is included?

Recruitment and screening, shortlist coordination, help with onboarding and ongoing client and talent support.

What shapes your quote?

Insurance-workflow experience, agency-system requirements, responsibilities and working hours. We confirm the rate for your role before you start.

What does your agency provide?

Required software, approved access, business-specific training and daily priorities. Billing, replacement, cancellation and any separate costs are discussed before starting.

REMOTE STAFFING STARTS FROM

$8/ hour

The general starting rate for remote staffing. Your insurance role is quoted to its requirements.

  • Role-based recruitment and screening
  • Onboarding coordination
  • Ongoing client and talent support
Find my insurance VA No long-term commitment. Scope, billing, and cancellation terms agreed before starting.

BEFORE YOUR FIRST CALL

A few things
worth knowing.

Clear answers. A better starting point.

Explore hiring resources →
What can an insurance VA take off our team’s desk?

Application preparation, document collection, administrative client or carrier follow-up, renewal preparation and keeping agency records current. We define the responsibilities around your actual workflow.

Can they provide insurance advice?

This role is for administrative support. Policy recommendations, licensed activities and final decisions remain with your agency’s authorized staff. Your team sets the access and approval rules.

Can you recruit for our agency management system?

Tell us which system and workflows you use. We assess relevant experience against the brief; your agency provides access and training in its own procedures. We do not assume every candidate knows every system.

Can they work during our business hours?

Share the hours you need covered. Candidate availability and required coverage are confirmed during the hiring process.

Who trains and manages the VA?

Your agency teaches its processes, sets daily priorities and reviews the business work. Boogie coordinates onboarding and provides client and talent check-ins and support.

What happens if the match needs attention?

We review the issue with you and the talent, discuss a practical improvement plan and help coordinate a replacement when needed. Replacement and cancellation terms are agreed before you start.

How soon can someone start?

Timing depends on required experience, the schedule, candidate availability and your interview process. We discuss a realistic plan after learning what your agency needs.

Is the insurance VA rate $8 per hour?

The advertised rate is the starting point for general remote staffing. Insurance-workflow experience, system requirements and coverage can change the quote. We confirm the rate and included services for your role.

LET’S FIND YOUR PERSON

Give the follow-up
somewhere to go.

Tell us which work is waiting, the system you use and the hours you need covered. We’ll help define the role and discuss the next step.

Find my insurance VA