Life and Health Insurance Virtual Assistant Services

Life & Health Virtual Assistants | Accelerate the Application Cycle

Reduce delays in life and health insurance workflows. Hire trained VAs to support applications, APS ordering, medical exam scheduling, underwriting follow-ups, policy issuance, and case management from submission to completion.

Real people.Real expertise.Real results.

See Your Savings Estimate

Active PipelineVA Live Desk

Application Preparation & Submission

In queueUpcoming

APS Ordering & Follow-Up

In queueUpcoming

Medical Exam & Paramedical Scheduling

In queueUpcoming

Save 60%vs. in-house hiring

1/3

ISO 27001-Aligned

NDA-Protected Assistants

Dedicated VA for Your Agency

Human-Led, Automation-Supported

Tasks We Handle

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

19Tasks Handled

100%Dedicated VAs

Application Preparation & Submission

APS Ordering & Follow-Up

Medical Exam & Paramedical Scheduling

Underwriting Status Tracking

Missing Information Follow-Up

Client Communication Support

Carrier Portal Status Monitoring

Policy Delivery Preparation

Beneficiary & Policy Change Processing

Medical Record Indexing & Documentation

Declination Follow-Up & Resubmission Support

Licensing & Appointment Tracking

Medicare Supplement Application Support

Individual Health Application Support

Disability Insurance Case Support

Long-Term Care Application Support

Policy Illustration & Quote Packaging

CRM Updates & Lead Nurturing

Annual Review Preparation & Client Outreach

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.

Application Review

We review life and health applications for completeness, missing details, and required documents.

Requirement Management

Your VA orders APS records, schedules medical exams, and tracks outstanding underwriting requirements.

Underwriting Follow-Up

We follow up with carriers, underwriters, clients, and vendors to keep the case moving forward.

Issue & Deliver

We verify policy details, prepare delivery documents, update the CRM, and support final client delivery.

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

APS ordering, medical exam scheduling & requirement tracking

Needs analysis & client advisory

Core

Application data entry, submission support & carrier portal updates

Closing high-value life cases

Core

Underwriting follow-ups, missing information checks & case status updates

Producer pipeline management

Core

Policy delivery preparation, document handling & CRM updates

Client relationship building

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

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

$19,500

Flat 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.

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

We’ve been working together for nearly two years, and they’ve become a reliable part of our day-to-day operation. We can hand work over and know it will get done.

Matt C.

Chief Operations Officer

We were a little hesitant about outsourcing at first. After working with United Alliances for some time, we became very comfortable with the team and the process.

Louis P.

President

We’ve been working with the team for over a year now. They’ve taken a lot of the paperwork and follow-up off my plate, so I have more time for producers and clients.

Lou S.

Vice President

We’ve been working together for nearly two years, and they’ve become a reliable part of our day-to-day operation. We can hand work over and know it will get done.

Matt C.

Chief Operations Officer

We were a little hesitant about outsourcing at first. After working with United Alliances for some time, we became very comfortable with the team and the process.

Louis P.

President

We’ve been working with the team for over a year now. They’ve taken a lot of the paperwork and follow-up off my plate, so I have more time for producers and clients.

Lou S.

Vice President

We needed extra help without adding another full-time employee. After working with United Alliances for more than a year, the flexibility has been a big advantage for us.

Todd P.

President

When we started, our account managers were buried in repetitive work. Over time, United Alliances has helped take a lot of that pressure off the team.

Mark A.

President

We’ve been working with United Alliances for a while now, and the insurance knowledge really stands out. We don’t have to explain the basics every time we hand something over.

Lisa F.

President

We needed extra help without adding another full-time employee. After working with United Alliances for more than a year, the flexibility has been a big advantage for us.

Todd P.

President

When we started, our account managers were buried in repetitive work. Over time, United Alliances has helped take a lot of that pressure off the team.

Mark A.

President

We’ve been working with United Alliances for a while now, and the insurance knowledge really stands out. We don’t have to explain the basics every time we hand something over.

Lisa F.

President

Frequently Asked Questions

common questions about this service — answered.

A Life & Health VA supports application preparation, APS ordering, paramedical scheduling, underwriting follow-ups, carrier portal updates, policy delivery, and case tracking.

We proactively order APS records, track medical requirements, follow up with carriers, and keep pending cases moving from application to policy issue.

Yes. Your VA can coordinate paramedical exam scheduling, track appointment status, follow up on missing requirements, and update the case file.

Yes. Our VAs can support multiple carrier portals, application workflows, underwriting statuses, document requests, and case updates.

Yes. We can help prepare policy delivery documents, update CRM records, track signed delivery requirements, and support client follow-up tasks.

Start Saving With a Free Consultation

Life and Health Insurance Virtual Assistant Services

Tasks We Handle

Application Preparation & Submission

APS Ordering & Follow-Up

Medical Exam & Paramedical Scheduling

Underwriting Status Tracking

Missing Information Follow-Up

Client Communication Support

Carrier Portal Status Monitoring

Policy Delivery Preparation

Beneficiary & Policy Change Processing

Medical Record Indexing & Documentation

Declination Follow-Up & Resubmission Support

Licensing & Appointment Tracking

Medicare Supplement Application Support

Individual Health Application Support

Disability Insurance Case Support

Long-Term Care Application Support

Policy Illustration & Quote Packaging

CRM Updates & Lead Nurturing

Annual Review Preparation & Client Outreach

How It Works

Application Review

Requirement Management

Underwriting Follow-Up

Issue & Deliver

We Handle It.You Focus

We Handle Directly

Your Team Focuses On

Productive Hours Logged

Clients Supported

PLATFORM UPTIME

Work Transparency

Your VA Knows Your Software

Stop Overpaying for Administrative Work

Local In-House Staff

United Alliances Specialist

Annual Reclaimed Capital

What our clients are saying

Frequently Asked Questions

What does a Life & Health Insurance Virtual Assistant do?

How do you help shorten the issue cycle?

Do you schedule paramedical exams?

Can your VA work with multiple life and health carriers?

Can you support policy delivery and client follow-up?

We Handle It.
You Focus