App Scrubbed & Submitted
09:14 AMTranscribed 12-page paper app for 'Johnson Family' into carrier portal. Verified all required signatures are present. App pushed to underwriting.
Underwriting Follow-Up
10:30 AMCalled Mutual of Omaha UW desk. Policy #88492 is pending APS from Primary Care. Faxed request to Dr. Smith's office to expedite.
AgencyBloc CRM Updated
11:45 AMUpdated CRM status to 'Pending - Medical'. Scheduled a calendar reminder for broker to review next Tuesday prior to client check-in call.
Stop Doing Data Entry.
Start Protecting Families.
Stop losing hours typing paper applications into carrier portals, sitting on hold with underwriting, and formatting CRM notes. Hire a dedicated virtual assistant to run your back-office so you can focus on building relationships and closing policies.
100%
App Scrubbing
0 Hrs
On Hold w/ UW
20+
Hrs Saved / Wk
Proficient in Insurance Agency Tech
The Anatomy of an Overworked Broker
If you are personally re-typing paper applications, sitting on hold for 45 minutes to check an underwriting status, or manually scheduling annual review calls, you are acting as an administrative assistant, not an insurance consultant.
| The Bottleneck | The Solo Broker | With an Agency Admin VA |
|---|---|---|
| App Data Entry | Spending your evenings transcribing 15-page cancer or critical illness apps into various clunky carrier portals. | Seamless Submissions. Your VA takes your scanned paper apps, scrubs them for missing signatures, and enters the data securely into the carrier system. |
| Underwriting Follow-Ups | Sitting on hold listening to elevator music for 40 minutes just to find out a client's APS (Attending Physician Statement) is delayed. | Proactive Tracking. VAs call carriers daily for status updates, request missing info from doctors' offices, and push policies to issuance. |
| CRM Maintenance | Using sticky notes or a messy spreadsheet because updating AgencyBloc with beneficiary info and policy numbers takes too long. | Immaculate Records. VAs log every client interaction, attach policy PDFs to client files, and update dependent/beneficiary data perfectly. |
| Cross-Sell Scheduling | Forgetting to call back a health client to pitch a cancer policy, leaving easy commissions on the table. | Calendar Filling. VAs filter your CRM for clients missing supplemental coverage and call/email them to book a policy review on your calendar. |
What Can an Insurance VA Handle?
Our VAs take over the repetitive back-office administration, allowing you to focus on presenting policies, advising families, and growing your book of business.
App Data Entry & Scrubbing
Reviewing paper or digital applications to ensure all fields are complete, signatures are captured, and entering the data into carrier portals for submission.
Underwriting Follow-Ups
Calling carrier underwriting departments to check on pending apps, requesting APS medical records from doctors, and pushing policies through to approval.
CRM & Client Database
Keeping AgencyBloc (or your chosen CRM) perfectly updated. Attaching policy PDFs, updating beneficiary info, and logging all client communication notes.
Appointment Setting
Calling your existing client base to schedule annual policy reviews or making initial outbound calls to warm leads to book them onto your calendar.
Welcome & Policy Delivery
Drafting welcome emails, preparing policy summary packets, and mailing physical ID cards/policy books to new clients to ensure high retention.
Lead Scrubbing & Prep
Before you call a lead, the VA searches their basic demographics, inputs them into the CRM, and preps quote variations (e.g., Cancer vs. Heart/Stroke plans) so you are ready to sell.
Trusted by Insurance Professionals
"Selling critical illness and cancer policies requires deep empathy, but the paperwork is brutal. Having a VA handle the data entry into AgencyBloc and carrier portals gave me 15 hours a week back to actually talk to clients."
David S.
Independent Supplemental Broker
"We cross-sell cancer policies to our Medicare book. Our VA scrubs our CRM list, finds clients without supplemental coverage, and sets the appointments for me. They essentially pay for themselves in one closed policy."
Amanda M.
Health & Life Agency Owner
"Selling critical illness and cancer policies requires deep empathy, but the paperwork is brutal. Having a VA handle the data entry into AgencyBloc and carrier portals gave me 15 hours a week back to actually talk to clients."
David S.
Independent Supplemental Broker
Scale Your Agency, Protect More Families
Hire a dedicated insurance administrator for a fraction of the cost of a local employee. No hidden fees, no payroll taxes, no extra desk space required in your office.
Part-Time
Ideal for handling basic application data entry, CRM cleanup, and simple underwriting status checks.
Est. $640 USD / Month
- 20 Hours Per Week
- App Scrubbing & Submission
- Basic CRM Updates
Full-Time
For busy brokers needing constant underwriting follow-ups, appointment setting, and full inbox management.
Est. $1,120 USD / Month
- 40 Hours Per Week
- Full Underwriting Desk Calling
- Cross-sell Appointment Setting
Insurance Industry Realities
Common questions about deploying a VA for a supplemental or cancer insurance business.
Are these VAs HIPAA compliant? How is medical data handled?
Security is paramount when dealing with critical illness applications. Our VAs sign NDAs and confidentiality agreements. Furthermore, they operate entirely within your secure cloud environments (like your agency's secure Microsoft 365 or Google Workspace environment) and directly inside your encrypted CRM. No client health data is stored locally on their machines.
Do VAs need to be licensed to do this work?
No. The VAs perform strictly administrative, non-licensed tasks. They do not advise clients on coverages, quote binding rates, or sell policies. They handle data entry, call carriers for status updates on existing applications, schedule calendar appointments, and organize your CRM.
Can they actually call carriers to check underwriting status?
Yes! This is a massive time-saver. As long as you have the proper authorizations on file with the carrier (often identifying them as your agency administrator), your VA can sit on hold with Mutual of Omaha, Aflac, or Washington National to get status updates on pending policies so you don't have to.
Focus on Families. Delegate the Desk.
Stop losing hours to data entry, carrier hold times, and CRM cleanup. Let's build a back-office that supports your supplemental insurance operations.
Direct Contact
Request a VA Consultation
Discuss your CRM, carrier mix, and administrative bottlenecks with our placement team.