Insurance Virtual Assistants for Florida Agencies
Running an insurance agency in Florida means juggling client relationships, policies, endorsements, and renewals—often all at once. Our insurance virtual assistants provide reliable insurance support so your licensed staff can focus on growth and service. We work with Florida-based agencies across personal lines, commercial insurance, surplus lines, and more, handling daily workflows with precision.
Whether you’re a startup or established agency working with admitted or non-admitted carriers, our services are tailored to your operations. We work within your agency management systems, follow Florida-specific compliance standards, and support carrier communications in real-time during your business hours.
Insurance Virtual Assistant Tasks We Handle
Our team provides end-to-end virtual support across various insurance processes:
Certificate of Insurance (COI) Issuance
We process COI requests quickly and accurately, ensuring all holder and insured details align with policy requirements and Florida-specific endorsements.
Policy Checking & Data Entry
Our assistants check issued policies for accuracy against quotes and applications, then enter clean data into your AMS to avoid E&O exposure.
Document Indexing & Email Monitoring
Our insurance VAs sort, label, and store incoming carrier documents, and monitor shared inboxes for critical communications from Florida carriers and clients.
Renewal Management
We monitor renewal dates, pull updated loss runs when required, and prepare renewal summaries for producers to review—especially helpful for commercial lines.
Endorsement Processing
From initiating endorsement requests to tracking status and confirming completion, we handle mid-term changes efficiently.
Insurance Companies We Work With in Florida
We support insurance agents in Florida who work with a variety of national and regional carriers. Some of the carriers our clients regularly partner with include:
Citizens Property Insurance Corporation
Florida’s state-backed insurer of last resort, with unique submission and documentation requirements.
Universal Property & Casualty
Known for widespread homeowner’s policies across Florida counties.
Florida Peninsula Insurance
A popular option for coastal property coverage.
Progressive
Common for auto and commercial auto insurance; we manage quoting, binding, and endorsement tasks.
Tower Hill Insurance
Widely used for both personal and commercial lines in the state.
UPC Insurance
Frequently used for property lines in high-risk areas of Florida.
Agency Management Systems We Work With
Our virtual assistants are experienced with the leading AMS platforms used by Florida insurance agencies. Some of the systems we commonly work with include:
HawkSoft
HawkSoft is a favorite among independent agencies looking for strong policy management tools. Our insurance virtual assistants help Florida agents manage policy renewals, endorsement tracking, and client records within HawkSoft, ensuring accuracy and E&O risk reduction.
AMS360
AMS360 offers full-service agency management for personal and commercial lines. We provide virtual assistant insurance support for handling submission workflows, document uploads, and carrier correspondence directly within the AMS360 interface.
Applied Epic
Applied Epic is widely used by larger agencies with multi-location setups. Our virtual assistants for insurance agencies are trained to manage task assignments, enter insured details, and follow up on policy issuance using Epic's built-in tools.
EZLynx
EZLynx simplifies quote comparison and client communication. We assist with quote-to-bind processing, policy document indexing, and lead tracking—freeing up your producers to focus on revenue.
NowCerts
NowCerts is known for its user-friendly interface and integration options. Our virtual assistant for insurance agents services include maintaining insured profiles, organizing certificate of insurance requests, and syncing carrier downloads within NowCerts.
QQCatalyst
QQCatalyst is often used by growing agencies focused on automation. We support insurance services like renewal reviews, ACORD form generation, and tracking claims communication directly through QQCatalyst.
Supporting Insurance Agencies Across Florida
Florida’s insurance market presents unique challenges—from hurricane exposure and high reinsurance costs to frequent legislative changes. Our team understands the nuances of operating in this environment and offers support tailored to Florida agencies.
Whether you're based in Miami, Orlando, Tampa, or Jacksonville, our insurance virtual assistants are trained to handle Florida-specific documents, policy forms, and communication styles. We work during your business hours, adapt to your agency's tone and processes, and ensure all our assistance aligns with the expectations of Florida’s Department of Financial Services.
Leadership Team
Dimitar Talevski
Dimitar is a seasoned marketing specialist and the visionary behind CLICKVISION. With over 10 years in digital marketing, he excels in crafting marketing strategies that boost rankings, which in return increase leads, conversions, sales, profits, and ROI.
Filip Dimitrijevski
With a strong background in the marketing industry and healthcare leadership roles, Filip is responsible for CLICKVISIONBPO's sales strategies and onboarding new clients. With a passion for sharing insights gained from his experience, he also shares valuable knowledge through industry related articles.
Serving All Florida
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We handle insurance tasks like COIs, policy checking, endorsements, and renewal prep, freeing up your licensed staff to focus on clients and revenue-generating activities.
Absolutely. We work in your live systems—AMS360, Epic, EZLynx, and more—and handle portal work for Florida carriers including Citizens, UPC, and Progressive.
We work with independent agencies, MGAs, brokers, and niche agencies focusing on homeowners, commercial property, general liability, auto, and flood insurance.
Yes, we support insurance agencies throughout the entire state of Florida. Whether you're operating in Miami, Orlando, Tampa, Jacksonville, Fort Lauderdale, or West Palm Beach, our virtual assistants work during your business hours to provide real-time support. We understand the unique needs of agencies across different regions—whether you're handling high-volume property insurance in coastal areas or managing commercial lines in urban business hubs.