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Orielio

Life Insurance Virtual Assistants

Built for final expense, term, whole life and IUL agents who want more time in front of clients and less time chasing them.

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What Life Insurance Virtual Assistant covers

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.

Lead calling & texting

New and aged life leads contacted quickly with your approved scripts.

Appointment setting

Phone, Zoom and in-home appointments booked onto your calendar.

Reminders & rebooking

Confirmation calls and texts cut no-shows. Missed appointments get rebooked.

Application follow-up

Chase missing paperwork, signatures and medical exam scheduling after the sale.

Policy review outreach

Contact existing clients for annual reviews and referral conversations.

CRM upkeep

Notes, stages and next steps updated after every touch.

Who it's for

Built for agencies in these situations.

  • Final expense agents working high lead volumes
  • Term and IUL agents who'd rather present than prospect
  • Agency owners building a team on shared lead sources
  • Agents with an existing book that never gets contacted

What changes for your agency

Full calendar

Steady appointments instead of feast-or-famine weeks.

Fewer lost leads

Every lead gets a real follow-up sequence, not one try.

Cleaner placements

Paperwork and exam follow-up handled so policies get placed.

Common use cases

  • Booking final expense appointments from new and aged leads
  • Following up on IUL prospects who asked for time to think
  • Scheduling paramedical exams and chasing missing application items
  • Running annual review and referral outreach to your existing clients

See the full onboarding process or compare virtual assistant pricing.

Life Insurance Virtual Assistant: a closer look

A typical week with a life insurance assistant

Mornings start with new leads and confirmation calls for the day's appointments. Midday goes to follow-up: prospects who didn't answer yesterday, quotes waiting on a decision, and applications missing a signature or exam date. Afternoons are for aged lead campaigns and policy review outreach to your existing book.

Everything is logged in your CRM, so at any point you can see which leads were contacted, what they said and what happens next.

Life Insurance Virtual Assistant FAQs

They call and text your leads, set and confirm appointments, follow up on applications and keep your CRM current. Quoting, product advice and closing stay with you.

Yes. Final expense is one of the most common lines we support, including new and aged leads.

Plans start at $500/month for a Texting VA and $975/month for a dedicated Professional. See the pricing page for details.

Yes. You get one dedicated professional who learns your scripts and process, backed by Orielio coaching and quality checks.

Related insurance support

Insurance Appointment Setting

A calendar of qualified conversations instead of a list of names to call.

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Insurance Lead Follow-Up

Most agencies stop after two attempts. Consistent follow-up is where the quotes come from.

Learn more

Mortgage Protection Virtual Assistant

Mortgage protection leads go cold fast. A dedicated assistant calls them while the mailer or form is still fresh in the homeowner's mind.

Learn more

Back to insurance virtual assistants.

Ready to add Life Insurance Virtual Assistant?

Tell us how your agency works and we'll match you with a professional trained for it.

Book a Discovery Call

No long-term contract required · Onboarded in about two weeks