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Personal Lines Virtual Assistant Services

Scale Your Home & Auto Book

Stop losing valuable hours to quoting, servicing, and policy admin. Hire AMS-trained Personal Lines VAs to support home, auto, umbrella, endorsements, renewals, and carrier portal updates — so your agents can focus on closing business.

Real people.Real expertise.Real results.
See Your Savings Estimate
Active PipelineVA Live Desk
01
Home, Auto & Umbrella Quoting Support
In queueUpcoming
02
Personal Lines Application Preparation
In queueUpcoming
03
Carrier Portal Data Entry & Updates
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.

17Tasks Handled
100%Dedicated VAs

Home, Auto & Umbrella Quoting Support

Personal Lines Application Preparation

Carrier Portal Data Entry & Updates

Quote Comparison Sheet Preparation

Underwriting Document Follow-Up

E-Signature Packet Management

Binder Issuance & Policy Delivery

New Business File Setup in AMS

Mortgagee & Loss Payee Updates

Policy Endorsements & Adjustments

Billing & Payment Plan Updates

Cancellation Processing & Reinstatement Support

Policy Downloads & Document Indexing

Renewal Review & Remarketing Support

Cross-Sell & Upsell Campaign Support

Auto ID Card Generation

Claims FNOL Intake Support

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

Lead & Data Intake

We collect prospect details, review required documents, and organize information for accurate quoting.

02

Market Prep & Submissions

Your VA enters data into carrier portals or rating tools for home, auto, umbrella, and package quotes.

03

Underwriting Follow-up

We track missing information, follow up on underwriting requirements, and keep the file moving forward.

04

Proposal & Delivery

We prepare quote comparisons, bind-ready documents, ID cards, evidence of insurance, and delivery support.

Workload Delegation

We Handle It.
You Focus

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

Home, auto & umbrella quote data entry
VA
High-value client conversations
Core
ACORD forms, applications & document filing
VA
Closing new business
Core
Quote comparisons, carrier follow-ups & underwriting requests
VA
Pipeline development
Core
Endorsements, billing updates & policy servicing support
VA
Client retention & relationship 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.

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

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

Frequently Asked Questions

common questions about this service — answered.

Most personal lines quotes are completed within 24 hours of receiving the intake form and required documents.

Yes, our Personal Lines VAs are trained to work inside common systems such as EZLynx, HawkSoft, AMS360, and Applied Epic.

Yes, we can assist with remarketing expiring accounts, quote comparisons, and follow-ups to help improve retention

Yes, you get a dedicated VA who works as an extension of your team and follows your agency’s workflows and service standards.

Yes, our VAs support day-to-day servicing tasks such as endorsements, mortgagee changes, billing updates, ID cards, evidence of insurance, and document handling.

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