Dedicated Insurance Virtual Assistant Services
Stop Managing Admin
Start Growing Your Book.
Dedicated insurance virtual assistants handling renewals, endorsements, COIs, quoting, and AMS updates — so your team stays focused on clients and growth.
LIVE
Renewals Completed
Last 24h
COIs Processed
Real-time
Policy Changes
Updated
Synced Real-Time
Carrier
Follow-Ups
Cleared
Queue Cleared
Endorsements
Completed today
90%
Trusted By Agencies Across the U.S.
Insurance-Only Expertise
AMS-Expert VAs
Fast Onboarding
Dedicated Support
Up to 60% Cost Savings
U.S. Workflow Ready
Insurance-Only Expertise
AMS-Expert VAs
Fast Onboarding
Dedicated Support
Up to 60% Cost Savings
U.S. Workflow Ready
Most Agencies Aren't Struggling to Sell —
They’re Buried in Operations
Renewals, endorsements, COIs, and AMS updates quietly consume the time your team should spend growing the agency.
Critical Operational Risk
Renewal backlogs impacting retention
High local staffing overhead
Burnout from repetitive admin work
Renewal Leakage
Policies fall behind when renewal prep starts too late.
Slow Turnaround
Delayed endorsements and COIs create client friction.
AMS Data Gaps
Incomplete AMS updates lead to reporting and servicing issues.
Rising Overhead
Local staffing costs continue increasing without adding capacity.
Your Growth Shouldn’t
Depend on Admin Capacity
When renewals, endorsements, and AMS work pile up, growth slows down. Dedicated insurance VAs remove operational pressure before it impacts revenue.
60%
Lower Staffing Costs
Built for
Modern Insurance Agencies
AMS-trained insurance VAs integrated into your agency’s daily workflows, servicing, and operations.
Ready from Day One
Trained on insurance workflows, carrier communication, and policy servicing.
AMS-Trained Specialists
Applied Epic, AMS360, HawkSoft, EZLynx — workflow-ready support.
Policy
Renewal
Endorsement
COI
AMS
Carrier Follow-Up
Insurance-Trained
Virtual Assistants
AMS-trained insurance VAs aligned with your agency workflows, policy servicing, and client operations.
Personal Lines
Support for renewals, endorsements, quoting, policy changes, and client servicing.
Commercial Lines
Submission processing, COIs, carrier follow-ups, policy servicing, and renewals.
Employee Benefits
Enrollment processing, carrier coordination, eligibility updates, and benefits administration.
Life & Health
Dedicated support for individual life, health, and disability policies. Managing applications, medical records, and policy delivery.
Why Agencies Choose Us
Insurance-trained virtual assistants built around real agency workflows, AMS systems, and turnaround expectations.
Insurance-Only Focus
Every VA is trained on insurance workflows, servicing, and AMS platforms.
Built to Scale
Add operational capacity without increasing internal overhead.
Workflow Visibility
Clear task tracking, updates, and process-driven execution.
U.S. Agency Ready
Structured support aligned with U.S. insurance operations and compliance workflows.
Faster Turnaround
AMS Integrated
Secure Processes
Dedicated Resources
How It Works
Get operational with a dedicated insurance VA in days — not months.
Operations Review
We assess your workflows, AMS setup, and operational gaps.
VA Matching
Matched with an insurance VA aligned to your workflows and systems.
Systems Integration
Access, SOPs, carrier portals, and AMS workflows configured.
Scale Operations
Your VA handles daily servicing so your team focuses on growth.
Reduce Operational Overhead
Stop Overpaying for Administrative Work
Scale your agency with the talent you need at a fraction of local staffing costs.
Local In-House Staff
$55,000+Salary + Taxes + Benefits + Training
United Alliances Specialist
$19,500Flat Monthly Rate • Enterprise Infrastructure
Annual Reclaimed Capital
$35,000+What our clients are saying
Discover how United Alliances is helping insurance agencies across the country optimize their operations and scale effectively.
Frequently Asked Questions
Real stories from businesses scaling their outreach with United Alliances.
We only serve the insurance industry. Our VAs are trained in AMS systems, ACORD forms, and US insurance workflows, meaning they integrate into your agency on day one without general admin training.
Yes. Every resource is 100% dedicated to your agency, ensuring consistency in your service and a deep understanding of your specific agency workflows.
Our team is proficient in all major systems including Applied Epic, Vertafore AMS360, EZLynx, and HawkSoft.
We can typically move from consultation to onboarding within 10-14 business days, depending on your specific requirements.