Part-time
20 hrs/week
$995/mo
- One dedicated assistant
- US Eastern hours
- No long-term contract
Built by a working independent agency in Naples, FL
Trained virtual staff for independent insurance agencies.
Full-time assistants in the Philippines, trained by agency owners on renewals, certificates, endorsements and service work, so your licensed agents can sell.
What they do
The service work that keeps your agents off the phones.
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Renewals
Pulling upcoming renewals, gathering updated information and preparing each account for your agent's review.
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Certificates & endorsements
Issuing COIs and processing policy change requests so clients get what they need the same day.
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Quote prep
Gathering information and entering it in the rater, ready for a licensed agent to finish.
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Billing & cancellations
Tracking pending cancellations, payment issues and billing questions before they become lost policies.
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Carrier & client follow-up
Chasing underwriters, outstanding documents and open requests until every item is closed.
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Lead & X-date follow-up
Working your lead list and X-dates so prospects reach your producers at the right time.
Compliance
Support staff that work under your licensed agents.
Your assistant handles clerical and administrative work. Anything that requires a license stays with your licensed team.
Your assistant does
- Data entry
- Document collection
- COIs and changes
- Follow-ups
Your agents keep
- Coverage advice
- Presenting quotes
- Binding coverage
- Final sign-off
How it works
Three steps to a trained assistant.
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Talk to an agency owner
A 20-minute call about your agency, your systems and the work you want off your team's plate.
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Meet your shortlist
We introduce 2–3 screened finalists. You interview them and choose who joins your agency.
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Start working together
We train, handle payroll, and replace at no cost if it's not a fit.
Why us
We staff agencies the way we staff our own.
We run Local Insurance Finders, an independent P&C agency in Naples. Our own Philippines team services our book every day, so the training your assistant gets comes from real agency work.
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Dedicated, not shared
Your assistant works for your agency only. They learn your carriers, your systems and your clients.
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Client data protected
NDAs, password managers, and access you control.
Pricing
Simple monthly pricing.
All plans: US Eastern hours, no long-term contract.
Most popular
Full-time
40 hrs/week
$1,650/mo
- One dedicated assistant
- US Eastern hours
- No long-term contract
Service team
2+ assistants with a team lead
Contact us
- Two or more dedicated assistants
- US Eastern hours
- No long-term contract
FAQ
Common questions.
Are your assistants licensed?
No. They are unlicensed support staff doing clerical and administrative work under your licensed agents.
Will they work my hours?
Yes. Your assistant works US business hours.
What if it isn't a good fit?
We replace your assistant for free.
How do you protect client data?
Every assistant signs an NDA, works through logins you control, and uses a password manager.