Insurance Virtual Assistants for Houston, TX Insurance Agencies
Running an insurance agency in a fast-paced market like Houston means every minute counts.
CLICKVISION BPO provides trained insurance virtual assistants who support agents, brokers, and MGAs with quoting, client follow-ups, document processing, and daily administrative tasks—so your team can stay focused on sales and service.
From the Energy Corridor to downtown Houston, we help local agencies run more efficiently in a city where speed and precision matter.
What Our Insurance Virtual Assistants Do for Houston Agencies
Quoting & Comparative Rater Support
We gather client information, input it into comparative raters like EZLynx or PL Rating, and deliver organized quote summaries, helping agents present options quickly.
Certificate of Insurance (COI) Processing
Our team delivers fast, precise COIs—vital for clients in Houston’s construction, logistics, and energy sectors—ensuring smooth operations and compliance.
Renewal Management
We assist in organizing renewal lists, obtaining loss runs, and initiating remarketing efforts to help you retain clients and offer the best policy options.
Record Maintenance & System Updates
We update CRM and AMS records, label documents correctly, and keep everything organized so your internal systems stay clean and current.
Policy Review & Endorsement Requests
We carefully review issued policies for accuracy, spot discrepancies, and communicate with carriers to request necessary changes or endorsements.
Serving Houston’s Diverse Insurance Market
Houston is home to thousands of independent agents, national carriers, MGAs, and niche brokers. Our insurance VAs are experienced in supporting businesses that write:
Homeowners & Auto
General Liability
Workers’ Compensation
Professional Liability (E&O, D&O)
Oil & Gas Insurance
Commercial Property
Trucking & Transportation
Flood & Windstorm Policies
Why Houston Agencies Choose CLICKVISION BPO for Insurance Virtual Assistants
Insurance-Focused Talent
Our virtual assistants aren’t generic admin staff—they’re trained in personal and commercial lines insurance processes, from quoting to COIs.
Local Knowledge of Texas Regulations
We’re familiar with Texas Department of Insurance (TDI) requirements and how they apply in a fast-moving market like Houston.
Houston-Friendly Scheduling
Our VAs align with Central Time Zone hours for seamless collaboration and same-day task turnaround.
Cost-Effective Without Compromise
Reduce overhead by up to 50% compared to local hires—while gaining efficiency, accuracy, and responsiveness.
Support That Scales With You
Whether you're an independent agent in Katy or a growing multi-location firm in The Woodlands, our virtual assistant solutions expand as your business grows.
Houston-Specific Support & Local Insight
Our insurance virtual assistants are equipped to support Houston-area agencies serving industries such as oilfield services, freight and logistics, construction, and real estate. We also assist in navigating local underwriting challenges such as windstorm exclusions (TWIA), flood zones, and high-value property underwriting in Harris County and beyond.
We support Houston agencies working with major carriers like: Travelers, The Hartford, State Auto, Liberty Mutual, Progressive, Germania, AmTrust, Nationwide, CNA.
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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.
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Yes. Our VAs are trained on Texas Department of Insurance (TDI) regulations and frequently handle tasks like surplus lines documentation, TWIA policy entry, and flood insurance processing.
Absolutely. We offer both full-time and part-time dedicated VA models, depending on your Houston agency needs.
All our VAs operate under HIPAA and PCI-compliant protocols, with VPN-secured access and NDAs in place. We take data protection seriously.