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ROI Driven

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.
Active Pipeline

VA Live Desk

01

Application Preparation & Submission

In queueUpcoming
02

APS Ordering & Follow-Up

In queueUpcoming
03

Medical Exam & Paramedical Scheduling

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.
19Tasks Handled
100%Dedicated VAs
30 DaysFree Trial

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.

01

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

02

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

03

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

04

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.
APS ordering, medical exam scheduling & requirement tracking
VA
Needs analysis & client advisory
Core
Application data entry, submission support & carrier portal updates
VA
Closing high-value life cases
Core
Underwriting follow-ups, missing information checks & case status updates
VA
Producer pipeline management
Core
Policy delivery preparation, document handling & CRM updates
VA
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.
United Alliances
AMS360AMS360
Applied EpicApplied Epic
Employee NavigatorEmployee Navigator
EZLynxEZLynx
HawkSoftHawkSoft
Momentum AMPMomentum AMP
NowCertsNowCerts
QQ CatalystQQ Catalyst
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

00
Days
:
00
Hours
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00
Minutes
:
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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

Trial user
Trial user
Trial user
Trial user
Trial user

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

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.

Start Saving With a Free Consultation