A remote revenue assistant for independent insurance agencies
How a remote revenue assistant supports insurance agencies: renewal pipeline, AMS data hygiene, quote follow-ups and COI requests. No licensed activity.
What does this role do?
A revenue assistant for an independent insurance agency keeps the agency management system clean, builds the renewal pipeline 90 to 120 days out, gathers renewal information from clients, follows up on open quotes, builds cross-sell lists and processes certificate requests. Licensed producers keep every activity that requires a license, such as quoting advice and binding coverage.
What tasks does the assistant own?
- Renewal pipeline built 90–120 days ahead with document requests
- AMS data hygiene: contacts, policies, expiration dates
- Quote follow-up tasks and reminders for producers
- Cross-sell and account-rounding lists
- Certificate of insurance requests (per agency procedure)
- Carrier portal downloads and file organization
What are the guardrails?
- No licensed activity: no advice on coverage, no binding, no quoting recommendations
- Follows agency procedures for COIs and endorsements
- Customer data handled under your security program (for example, the FTC Safeguards Rule where it applies)
Which tools do they use?
Your assistant works in your accounts with their own user.
How is success measured?
- Renewals with documents gathered 60 days out
- Open quotes with a dated follow-up
- AMS records with complete expiration data
Common questions
Does the assistant need an insurance license?
Not for administrative and data work. Anything that requires a license, under your state's rules, stays with licensed staff.
Which agency management systems do you support?
Common ones include Applied Epic, AMS360, HawkSoft and EZLynx; the assistant works in yours with their own user.
Related: Revenue assistants · Insurance agencies · Insurance agency renewal workflow · Insurance virtual assistants · FTC Safeguards Rule overview
Get your evenings back.
Book a 20-minute fit call. We'll map the work you want off your plate and tell you honestly whether a dedicated assistant is the right move.