Can you handle E&S submissions?

Yes. Our VAs can support Excess & Surplus submissions, including document collection, supplement preparation, carrier portal updates, and follow-up tracking.

Do you issue Certificates of Insurance?

Yes. Your VA can help issue COIs, update certificate holders, manage requests, and maintain accurate documentation in your AMS

Can your VA help with loss runs?

Yes. We can request, track, organize, and follow up on loss runs to support renewals, remarketing, and underwriting submissions.

Can your VA support renewals and policy checking?

Yes. We can assist with renewal preparation, quote comparison, policy checking, endorsement review, and documentation updates before client delivery.

Specialized Insurance Support

Commercial Lines Virtual Assistants | 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

Real people.Real expertise.Real results.

Active Pipeline

VA Live Desk

New Business & Renewal Submission Prep

In queueUpcoming

GL, WC, Property, and Cyber Applications

In queueUpcoming

Ordering and Tracking Loss Runs

In queueUpcoming

Save 60%vs. in-house hiring

1/3

Tasks We Handle

Our VAs are trained on all service workflows. Here's what we can handle for your agency.

27Tasks Handled

100%Dedicated VAs

30 DaysFree Trial

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.

01

Submission Intake

We review client details, missing information, ACORD forms, supplements, and supporting documents.

02

Market Prep & Outreach

Your VA prepares submissions and sends them to standard or E&S markets through portals or email.

03

Submission Tracking

We follow up with underwriters, track responses, update status notes, and handle basic Q&A coordination.

04

Proposal Compilation

We organize quotes, terms, exclusions, and comparison details into a clean proposal-ready package.

Workload Delegation

We Handle It.
You Focus

See exactly what tasks shift off your team — and what stays in their hands.

Virtual Assistant

We Handle Directly

Your Agency Focus

Your Team Focuses On

Submission data entry, ACORD forms & supplements

Risk analysis & client advisory

Core

Loss run ordering, tracking & carrier follow-ups

Producer strategy & market selection

Core

COI issuance, endorsements & document updates

Account relationship management

Core

Policy checking, audits & renewal comparison prep

Client retention & revenue growth

Core

50,000+

Productive Hours Logged

Structured work hours delivered and tracked

25+

Clients Supported

Businesses and professional teams served

99.9%

PLATFORM UPTIME

Reliable systems and workflow continuity

100%

Work Transparency

Clear task tracking, updates, and visibility

Software Proficiency

Your VA Knows Your Software

Our VAs are trained on the major platforms and management systems you already use.

AMS360

Agency Management System

Applied Epic

Insurance Platform

Employee Navigator

Benefits Administration

EZLynx

Comparative Rater

HawkSoft

AMS Platform

Momentum AMP

Agency Management

NowCerts

Cloud AMS

QQ Catalyst

Broker Solution

SEO Tool Training

Hands-on Experience

Quick Onboarding

Limited Time Offer

Try United Alliances VA Free for 30 Days

No credit card. No commitment. No questions asked.

Offer Ends In

Days

Hours

Minutes

Seconds

Experience the full power of our insurance VA platform with your own dedicated team. If it's not right for you, simply walk away — we won't even ask why.

Full 2 weeks to evaluate

No credit card required

No questions asked cancellation

Start working within 24 hours

30-Day Trial

$0

for your first 4 weeks

Zero-risk guarantee

27+ agencies started their free trial this month

What our clients are saying

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

The dedicated insurance VAs from United Alliances handles our renewals and endorsements seamlessly. It feels like they are sitting right in our office.

Briana Patton

Insurance Agency Owner

Having an accounting VA handle our daily bookkeeping and AP/AR has saved our finance team hours each week. The accuracy is flawless.

Bilal Ahmed

Finance Director

Our marketing VA manages all our social channels and email campaigns. The content quality and consistency have noticeably improved.

Saman Malik

Marketing Director

The dedicated insurance VAs from United Alliances handles our renewals and endorsements seamlessly. It feels like they are sitting right in our office.

Briana Patton

Insurance Agency Owner

Having an accounting VA handle our daily bookkeeping and AP/AR has saved our finance team hours each week. The accuracy is flawless.

Bilal Ahmed

Finance Director

Our marketing VA manages all our social channels and email campaigns. The content quality and consistency have noticeably improved.

Saman Malik

Marketing Director

Our AMS data has never been cleaner. They integrated with our workflows in days and immediately cleared our policy servicing backlog.

Omar Raza

Operations Manager

They took over our month-end reconciliation process and completely streamlined it. Highly recommend their accounting VAs.

Zainab Hussain

CFO

From CRM management to lead generation workflows, United Alliances provided exactly the marketing support our agency needed to scale.

Aliza Khan

Sales Manager

Our AMS data has never been cleaner. They integrated with our workflows in days and immediately cleared our policy servicing backlog.

Omar Raza

Operations Manager

They took over our month-end reconciliation process and completely streamlined it. Highly recommend their accounting VAs.

Zainab Hussain

CFO

From CRM management to lead generation workflows, United Alliances provided exactly the marketing support our agency needed to scale.

Aliza Khan

Sales Manager

United Alliances gave us the operational capacity to grow our commercial lines book without adding local headcount.

Farhan Siddiqui

Client Success Lead

Exceptional accounting support. They understand our industry's financial nuances and provide reliable, day-to-day reporting.

Sana Sheikh

Business Analyst

The impact on our lead conversion rates has been noticeable. Our dedicated marketing VA is a vital partner for our growth.

Hassan Ali

Brokerage Manager

United Alliances gave us the operational capacity to grow our commercial lines book without adding local headcount.

Farhan Siddiqui

Client Success Lead

Exceptional accounting support. They understand our industry's financial nuances and provide reliable, day-to-day reporting.

Sana Sheikh

Business Analyst

The impact on our lead conversion rates has been noticeable. Our dedicated marketing VA is a vital partner for our growth.

Hassan Ali

Brokerage Manager

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.

Commercial Lines Virtual Assistants | 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

Start Free Trial

Schedule a Call

VA Live Desk

New Business & Renewal Submission Prep

GL, WC, Property, and Cyber Applications

Ordering and Tracking Loss Runs

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

How It Works

A structured, repeatable workflow your VA follows every time.

01

Submission Intake

We review client details, missing information, ACORD forms, supplements, and supporting documents.

02

Market Prep & Outreach

Your VA prepares submissions and sends them to standard or E&S markets through portals or email.

03

Submission Tracking

We follow up with underwriters, track responses, update status notes, and handle basic Q&A coordination.

04

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.

We Handle Directly

Your Team Focuses On

Productive Hours Logged

Clients Supported

PLATFORM UPTIME

Work Transparency

Your VA Knows Your Software

Our VAs are trained on the major platforms and management systems you already use.

Try United Alliances VA Free for 30 Days

No credit card. No commitment. No questions asked.

Days

Hours

Minutes

Seconds

Experience the full power of our insurance VA platform with your own dedicated team. If it's not right for you, simply walk away — we won't even ask why.

Full 2 weeks to evaluate

No credit card required

No questions asked cancellation

Start working within 24 hours

$0

Start 30 Days Free

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.

What does a Commercial Lines Insurance Virtual Assistant do?

A Commercial Lines VA supports submissions, ACORD forms, COIs, loss runs, policy checking, endorsements, renewals, carrier follow-ups, and documentation tasks.

We Handle It.
You Focus