Insurance Virtual Assistants

Outsource your insurance administrative tasks with our insurance virtual assistant solutions. From managing policy inquiries to handling claims processing, our assistants specialize in boosting efficiency for insurance agencies through virtual support.

With a focus on being a virtual assistant for insurance agency needs, our employees excel at streamlining processes and improving response times, allowing your agency to focus on strategic initiatives and delivering exceptional service to your clients.


Key Services

CLICKVISIONBPO is here to provide insurance back office services for your insurance agency, ensuring a smooth operational workflow. Here's what we can assist with:

General Data Entry

Applications Processing

Certificates Management

New Business Data entry

Quoting and Proposals

New Producer Book Conversion

Acquisition Integration

Professional Licence Verification

Claim Tracking

Premium Loss Summaries

Claim Inputting

First notice of loss (FNOL) processing

Claims Documentation and validation

Loss Runs Report

Endorsement Checking

Insurance Policy Checking

Policy Delivery

Renewal Processing

Cancellation Warning Notices

Change Request Processing

Loss Run Ordering

Policy renewal notices

Policy changes and endorsements

Benefits of Outsourcing with Us

Cost Effective Support

Access remote insurance back office support at competitive rates, ensuring increased cost-savings.

Operational Efficiency

Optimize your budget with streamlined processes and reduced overhead costs, allowing for efficient resource allocation.

Scalability Option

Quickly upscale insurance operations without the burden of hiring and training additional staff.

Dedicated Insurance Team

Count on a team assigned to your insurance agency, providing tailored support according your operational policies.

Virtual Assistant for Insurance Agency

Why Choose Insurance Virtual Assistants?

Get In Touch

Send a message to discuss your specific needs and issues, and how we can assist you in solving them.

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    Share your requirements and challenges.
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    Receive several solutions tailored to your needs.
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Quick answers to questions you may have. Can't find what you're looking for? Get in touch with us.

Our insurance virtual assistants can perform various tasks, including insurance data entry services, document management, policy administration, claims processing, customer service support, and appointment scheduling.

Hiring an insurance agency virtual assistant from us improves efficiency by providing remote support, eliminating the need for physical office space and overhead costs, while offering real-time assistance that allows for flexible scaling of operations.

Yes, our assistants are trained professionals who can adapt to the specific requirements of your insurance agency, providing tailored support aligned with your business goals and objectives. By utilizing a digital assistant for insurance company needs, you gain access to specialized expertise that enhances efficiency and productivity. Our digital assistants are equipped to handle a wide range of tasks, ensuring that your agency operates smoothly and effectively, allowing you to focus on delivering exceptional service to your clients.

Hiring our virtual assistants offer advantages over hiring a full-time employee, including flexibility in workload and staffing, eliminating recruitment and training costs, and reducing overhead costs.