Virtual Assistants & Outsourcing Support for Insurance Agencies
Our nearshore profesional virtual assistants are trained to support the day‑to‑day operations of insurance agencies, allowing your licensed producers and brokers to focus on selling, advising, and building long‑term client relationships.
24/7 Support
Round-the-clock customer service for your business
Expert Team
Trained professionals dedicated to your success
Quick Setup
Get started within 48 hours of onboarding
Insurance Virtual Assistant & Outsourcing Services
Insfinity delivers comprehensive virtual assistant and outsourcing services for insurance agencies and brokers. Whether you need help managing policies, responding to leads, or supporting your back office, our services are designed to adapt to your agency’s size and growth goals.
Core Support Services for Insurance Agencies
Customer Support & Client Communication
From answering basic policy questions to routing calls and managing email communication, our assistants ensure consistent, professional engagement with your clients.
Appointment Setting & Calendar Management
Our team manages appointment scheduling, confirmations, and rescheduling to keep your sales pipeline active and organized.
Policy Administration & Documentation Support
Our virtual assistants support policy servicing tasks such as document preparation, policy updates, renewals assistance, endorsements support, and CRM record management. This allows your licensed team to stay focused on advisory and revenue‑generating work.
Quoting & Lead Qualification Support
Speed matters in insurance sales. We assist with lead intake, qualification, follow‑ups, and quoting preparation so your producers can respond faster and close more opportunities.
Why Insurance Agencies Choose Insfinity Solutions
Insurance agencies choose Insfinity because we understand the industry, the workflows, and the urgency behind every call, quote, and policy request.
Reduce operational costs by up to 60% compared to in-house teams while maintaining premium service quality.
Scalable outsourcing solutions without long‑term overhead
Nearshore support with strong communication and bilingual capabilities
Dedicated assistants aligned to your agency’s processes
Insurance‑ready virtual assistants trained in agency workflows
Faster response times for leads, quotes, and client inquiries
We don’t provide generic virtual assistants — we deliver outsourcing solutions built specifically for insurance agencies and brokers.
20+
Agencies Served
24/7
Hour Coverage
4+
Languages
98%
Client Satisfaction
Whether you are a small agency or a growing brokerage, InsfinityVS offers scalable support solutions. Start with one virtual assistant and expand as your workload and client base increase — without the risk and cost of traditional hiring.
Flexible Outsourcing Solutions That Grow With You
Our Insurance‑Focused Services
Dedicated Insurance Virtual Assistants
Our dedicated virtual assistants work exclusively with your agency, learning your systems, processes, and service standards. From daily admin tasks to client communication, your VA becomes a true extension of your internal team.
Customer Support & Call Handling
Ensure no client or prospect is left waiting. Our virtual assistants handle inbound and outbound calls, follow up on leads, respond to policyholder questions, and maintain professional communication on behalf of your agency.
Appointment Scheduling & Follow‑Ups
We help keep your producers’ calendars full by managing appointment scheduling, confirmations, and follow‑ups. Faster scheduling means higher close rates and better client experiences.
Back Office Administration & Data Management
From data entry and CRM updates to document preparation and policy processing support, our virtual assistants reduce administrative workload and improve operational efficiency
Our Mission
To empower small and medium businesses with world-class solutions that are both affordable and scalable.
Customer-First Approach
Transparent Communication
Continuous Improvement
Results-Driven Solutions
Benefits for Agencies & Brokers
Reduce operational costs without sacrificing quality
Improve response times to leads and policyholders
Scale support as your book of business grows
Increase producer productivity
Deliver a better client experience
InsfinityVS helps insurance agencies grow smarter — not harder.
See What Our Partners Say About Us