Commercial Lines Virtual Assistant Services
Handle Complex Risks with Confidence
Commercial lines are high-stakes and detail-heavy. Hire dedicated insurance VAs to support submissions, COIs, policy servicing, loss runs, renewals, and carrier follow-ups — so your producers can focus on growth
Tasks We Handle
Our VAs are trained on all service workflows. Here's what we can handle for your agency.
New Business & Renewal Submission Prep
GL, WC, Property, and Cyber Applications
Ordering and Tracking Loss Runs
Certificate of Insurance (COI) Issuance
ACORD Form Preparation
Statement of Values Preparation
Exposure Schedule Management
Driver & Vehicle Schedule Updates
Policy Checking & Comparison
Endorsement Request Processing
Renewal Review & Comparison Prep
Carrier Portal Updates & Follow-Ups
Underwriting Question Responses
Premium Finance Documentation
Audit Support & Documentation
E-Mod Document Collection Support
BOP & Small Commercial Quoting Support
Proposal Deck & Quote Presentation Prep
Compliance & Filing Assistance
Marketing Strategy Submission Management
BOP and Small Commercial Quoting
Renewal Review and Comparison Prep
Client Audit Support & Representation
Carrier Relationship Management Support
Proposal Deck & Professional Packaging
Excess & Surplus (E&S) Market Outreach
Compliance and Filing Assistance
Need a custom workflow? Our VAs adapt to your agency's specific SOPs. +
How It Works
A structured, repeatable workflow your VA follows every time.
Submission Intake
We review client details, missing information, ACORD forms, supplements, and supporting documents.
Market Prep & Outreach
Your VA prepares submissions and sends them to standard or E&S markets through portals or email.
Submission Tracking
We follow up with underwriters, track responses, update status notes, and handle basic Q&A coordination.
Proposal Compilation
We organize quotes, terms, exclusions, and comparison details into a clean proposal-ready package.
We Handle It.
You Focus
See exactly what tasks shift off your team — and what stays in their hands.
Productive Hours Logged
Structured work hours delivered and tracked
Clients Supported
Businesses and professional teams served
PLATFORM UPTIME
Reliable systems and workflow continuity
Work Transparency
Clear task tracking, updates, and visibility
Your VA Knows Your Software
Our VAs are trained on the major platforms and management systems you already use.
AMS360
Applied Epic
Employee Navigator
EZLynx
HawkSoft
Momentum AMP
NowCerts
QQ CatalystReduce 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
common questions about this service — answered.
A Commercial Lines VA supports submissions, ACORD forms, COIs, loss runs, policy checking, endorsements, renewals, carrier follow-ups, and documentation tasks.
Yes. Our VAs can support Excess & Surplus submissions, including document collection, supplement preparation, carrier portal updates, and follow-up tracking.
Yes. Your VA can help issue COIs, update certificate holders, manage requests, and maintain accurate documentation in your AMS
Yes. We can request, track, organize, and follow up on loss runs to support renewals, remarketing, and underwriting submissions.
Yes. We can assist with renewal preparation, quote comparison, policy checking, endorsement review, and documentation updates before client delivery.