Service work handled. Producers freed.
Dedicated, non-licensed insurance assistants for certificates, renewals, endorsements and agency-management-system hygiene.
Service volume grows with the book.
Each new policy adds service work: certificates, ID cards, changes, renewals, downloads. That's predictable, rule-based work — ideal for a trained, dedicated assistant.
ExecWing insurance VAs issue certificates, process routine changes for licensed review, prepare renewals and carrier comparisons, enter quoting data and keep your AMS activities complete.
They operate under your licensed staff and never advise on coverage or bind policies.
Tasks your assistant owns
Service
- COIs and ID cards
- Endorsement prep
- Mortgagee changes
Renewals
- Renewal lists 90/60/30 days out
- Submissions and comparisons
- Quoting data entry
AMS hygiene
- Download reconciliation
- Activity logging
- Commission reconciliation
Tools
Your assistant works in your accounts, under your access policies.
Ideal client
- Independent P&C agencies
- Benefits agencies
- Agencies post-acquisition
What we do — and what we don't
No soliciting, negotiating, recommending coverage or binding; those require a producer license under state law.
How this maps to our plans
One dedicated, full-time assistant. Month-to-month, 30-day cancellation, $3,000 buyout if you want to hire them directly.
| Plan | Price | When it fits |
|---|---|---|
| Core | $1,900/mo | Standard scope for a single team or leader. |
| Growth | $2,300/mo | Broader scope with reporting and process ownership. |
| Executive | $2,700/mo | Senior specialist with 3+ years of US-client experience. |
Full plan details on the pricing page. Founding clients: 50% off the first month (first 5 clients).
A realistic first 30 days
How a typical Insurance Virtual Assistants engagement ramps. Your plan is set on the fit call and adjusted to your SOPs.
| When | What happens |
|---|---|
| Week 1 | Access, tools and shadowing Your assistant gets accounts in Applied Epic, AMS360, HawkSoft and shadows the current process for service. You share SOPs or record short walkthroughs; they turn them into written checklists. |
| Week 2 | First owned workflows They take ownership of cOIs and ID cards and endorsement prep, with your review on every item. ExecWing QA reviews output against the checklist. |
| Weeks 3–4 | Expand scope Add renewals work such as renewal lists 90/60/30 days out. Review shifts from every item to daily spot checks. |
| Day 30+ | Steady state AMS hygiene joins the routine. You get a weekly scorecard and a monthly review of what to delegate next. |
Insurance Virtual Assistants: common questions
Are they licensed?
No. Non-licensed tasks only.
Commercial or personal lines?
Both, matched to experience.
Carrier portal access?
Subject to each carrier's rules.
What does it cost?
From $1,900/mo.
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.