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Virtual Assistant ROI Calculator

Insurance Virtual Assistant
ROI Calculator

Calculate how much value a dedicated Virtual Assistant brings to your business. Enter your costs and revenue to see your ROI instantly.

Roi Calculator Hero Image
150%+

Avg. Client ROI

60%

Lower Cost

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Calculate Your ROI

Enter your VA costs and revenue gains to see your Return on Investment.

Optional — Auto-calculate Revenue Gain

Your ROI Result

0.0%Needs Improvement

Breakdown

Monthly VA Cost

$0.00

Monthly Revenue Gain

$0.00

Net Monthly Profit

$0.00

ROI

0.0%

*ROI calculations are estimates. Actual returns may vary.

What is ROI?

Return on Investment measures how profitable an investment is relative to its cost.

Formula

(Gain − Cost) ÷ Cost × 100

E.g. $5k gain on $2k cost = 150% ROI

Excellent ROI

Above 100%

Your VA is generating more than double its cost. This is outstanding — your investment is paying off significantly.

Good ROI

50% – 100%

A healthy positive return. You're recovering your costs and making profit — a solid position for scaling.

Needs Improvement

Below 50%

Consider optimizing your VA's tasks, workflow, or scope to boost returns and maximize value.

What our clients are saying

Discover how United Alliances is helping insurance agencies across the country optimize their operations and scale effectively.

We’ve been working with United Alliances for over two years now. They’ve taken a lot of routine work off our team’s plate, which gives us more time to focus on sales and clients.
Dan F.
Director of Sales
We started with a few basic tasks and, over time, became comfortable giving the team more. After working together for more than a year, it’s worked out really well.
Michael S.
Owner / Agency Owner
We’ve worked with United Alliances for quite some time now. They took the time to learn how we work, which means a lot less back-and-forth for our team.
Charis P.
President
After working with them for over a year, they’ve become a real support for our account managers. They handle a lot of the work our team doesn’t need to spend their time on.
Eric K.
President
We’ve been working with United Alliances for over two years now. They’ve taken a lot of routine work off our team’s plate, which gives us more time to focus on sales and clients.
Dan F.
Director of Sales
We started with a few basic tasks and, over time, became comfortable giving the team more. After working together for more than a year, it’s worked out really well.
Michael S.
Owner / Agency Owner
We’ve worked with United Alliances for quite some time now. They took the time to learn how we work, which means a lot less back-and-forth for our team.
Charis P.
President
After working with them for over a year, they’ve become a real support for our account managers. They handle a lot of the work our team doesn’t need to spend their time on.
Eric K.
President

ROI Calculator FAQs

Answers to common questions about calculating return on investment for insurance virtual assistants.

The ROI calculator estimates your savings by comparing your current in-house staffing costs with the cost of hiring a dedicated Insurance Virtual Assistant from United Alliances. It factors in salaries, benefits, overhead, and operational inefficiencies to give you a realistic view of potential cost reduction—often up to 60%.

The calculator includes: - Employee salaries and benefits - Training and onboarding costs - Office overhead (workspace, tools, software) - Productivity gaps due to manual processes This ensures you’re not just comparing salaries—but the true cost of running operations internally vs outsourcing.

The results are based on industry averages and real client data from insurance agencies working with United Alliances. While actual savings may vary depending on your workflow and team size, the calculator provides a reliable baseline to understand your potential ROI.

Yes. Our Insurance Virtual Assistants are trained in: - Policy servicing (endorsements, renewals, issuance) - Quoting & submissions (ACORD forms, carrier portals) - AMS platforms (Applied Epic, AMS360, HawkSoft, EZLynx) - Accounting and commission tracking This ensures you’re not just saving costs—but also maintaining operational quality and efficiency.

Once you see your estimated savings, you can: - Book a free consultation with our team - Get a customized workflow assessment - Start with a dedicated VA aligned to your agency needs The goal is simple: turn projected savings into real operational efficiency and scalable growth.

Start Saving With a Free Consultation