Insurance Virtual Assistants for U.S. Agents & Agencies
Independent agents, mortgage protection and life producers, brokerages and IMOs use Orielio to add trained remote support without adding headcount, office space or recruiting time.
What an insurance virtual assistant does
An insurance virtual assistant is a dedicated remote professional who handles the administrative, service and follow-up work inside an agency — lead calling, texting, appointment setting, policy servicing requests, inbound calls and CRM hygiene — so licensed producers spend their time selling and advising.
Insurance Virtual Assistant
An insurance virtual assistant supports an agency remotely with quoting preparation, policy servicing requests, document collection, renewals outreach, client communication and CRM updates — working your systems, your hours and your process.
Learn moreInsurance Administrative Support
Insurance administrative support covers the back office work that keeps an agency running: applications and submissions, endorsements, certificates, ID cards, loss runs, renewal packets, filing and data entry — completed remotely by a dedicated assistant inside your systems.
Learn moreInsurance Customer Support
An insurance customer service virtual assistant answers policyholder questions by phone, email and text — service requests, billing questions, claims status updates and document requests — and escalates anything that requires a licensed decision to your producers.
Learn moreInsurance Appointment Setting
An insurance appointment setter contacts new and existing prospects, qualifies their coverage needs, and books them onto a licensed producer's calendar with the context needed to run a productive conversation.
Learn moreInsurance Lead Follow-Up
Insurance lead follow-up is the disciplined work of contacting every enquiry quickly and staying in touch across multiple attempts. A dedicated assistant runs that sequence by phone, email and text, logs each touch, and hands warm prospects to your producers.
Learn moreInsurance Virtual Receptionist
An insurance virtual receptionist answers your agency's incoming calls as part of your team — greeting callers, routing to the right producer, taking messages, capturing new enquiry details and booking appointments.
Learn moreInsurance CRM Support
Insurance CRM support keeps your agency's system of record accurate: every call and email logged, duplicate records merged, pipeline stages current, renewal dates correct and reporting that reflects what is actually happening.
Learn moreMortgage Protection Virtual Assistant
A mortgage protection virtual assistant works your mortgage protection leads for you: calling and texting new leads within minutes, working aged leads, confirming homeowner details and booking qualified appointments onto your calendar, so you spend your day in presentations, not on the dialer.
Learn moreLife Insurance Virtual Assistant
A life insurance virtual assistant is a dedicated remote professional who handles the work around the sale for life agents: calling and texting leads, following up with prospects who went quiet, booking appointments, sending reminders and keeping the CRM accurate.
Learn moreInsurance Lead Calling Service
An insurance lead calling service puts a trained caller on your leads so every one is dialed quickly and followed up properly. With Orielio, that caller is one dedicated professional working your leads, your scripts and your CRM. It isn't a shared call center.
Learn moreWho we support in insurance
Independent agencies, brokerages, captive producers and MGAs across the United States.
Personal lines agencies
High request volume, thin margins on service work. A dedicated assistant absorbs quoting paperwork, certificates and billing questions so producers keep writing.
Commercial lines brokerages
Longer submissions and more documentation. Your assistant prepares carrier submissions, chases loss runs and keeps renewal timelines on track.
Life & health producers
Follow-up decides the outcome. Appointment setting and structured lead follow-up keep your calendar full of qualified conversations.
Growing multi-location agencies
Consistent process across offices, without recruiting locally in every market. Add support as the book grows.
Not in insurance? See all industries we serve or browse our virtual assistant services.
How agencies get started
The same managed process we use for every Orielio client.
1. Discovery
We review your agency workflows, systems and the tasks slowing your producers down.
2. Match & onboard
You meet your dedicated professional, we document SOPs and train them on your process.
3. Manage & scale
Coaching and quality assurance continue, and you add support as the book grows.
Full detail on how Orielio works.
Insurance virtual assistant FAQs
Common questions from agency owners and producers.
Add support to your agency
Tell us what is slowing your producers down and we'll match you with a professional trained for insurance work.
No long-term contract required · Onboarded in about two weeks