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Insurance Agencies

Insurance Workflow Automation and Staffing, Built for Your Agency

Lava combines custom workflow automation with insurance-trained virtual assistants to handle renewals, certificates, endorsements, follow-ups, data entry, and other administrative work inside the systems your agency already uses. One partner builds it, runs it, and stays accountable after launch.

300 Businesses Served
15-20 Hours Recovered Weekly
4B Premiums Supported
SOC 2 Certified

What our customers are saying

“We partnered with Lava in January 2019, and our business has really skyrocketed since. We started with about $8 million in written premium, and now we’re sitting at about $46 million — all new business, not acquisitions.”

— Mark Rodgers, Trailstone Insurance Group

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CLIENT RESULTS

$8M to $46M in Written Premium

Challenge 

Trailstone first tried building its own automation, and it became a mess. Nothing worked the way the agency needed, and growth depended on a team already stretched across quoting, service, and renewals. 

Solution 

Lava built custom automated follow-up for new leads, customer service, renewals, and recruiting. Sixteen Lava virtual assistants now handle everything from new business quoting and remarketing to agency compliance, phone coverage, and video editing.

Result

Written premium grew from $8 million to $46 million, a $38 million increase since partnering with Lava in January 2019. All of it came from new business, and the agency's US-based team now focuses on higher-level work.
See What Lava Could Do for My Agency
Performance that Scales

The Results Our Partner Agencies Experience

When insurance agencies partner with LAVA, workflows become predictable and sustainable. Automated systems and dedicated support teams help staff stay focused on clients, renewals, and long-term growth.

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25% New Business premium growth in the first year

When your renewals and follow-ups run automatically, your producers stop getting pulled into administrative work and stay focused on closing deals and growing your book.

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Recover 15-20 staff hours weekly

Your team reclaims 15 to 20 hours every week when automation and your virtual assistant take ownership of the repetitive work. That time goes back to clients and the work that requires their expertise.

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SOC 2 Certified for Data Security and Compliance

Every system and team member working inside your agency operates under SOC 2 Type 1 certified security and privacy standards, so your data stays protected, and your agency stays compliant.

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Does This Sound Like Your Agency?

Your Agency Shouldn't Need More People Just to Keep Up

If your team spends hours on the work below, your licensed staff is doing work that does not need a license. Lava takes it off their plates with custom automation and insurance-trained virtual assistants.

Certificates of insurance

Endorsements

Renewal preparation

Billing follow-ups

Data entry

Policy updates

Client follow-ups

Cross-selling

CRM/AMS updates

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see it in action

What a Policy Renewal Looks Like With Lava

One renewal, handled two ways. Here is what changes when automation and a virtual assistant take over the repetitive steps.

Before Lava
After Lava
how it works

Three Layers of Support Built into One System

Lava finds where your team is losing time, automates what can run on its own, and places insurance-trained virtual assistants where a person is still needed.

01

Identify the Bottlenecks

We map the repetitive work across your AMS, CRM, and carrier workflows.
02

Automate What Technology Can Handle

Renewals, follow-ups, notifications, and data entry run automatically.
03

Assign People Where Humans are Still Needed

Insurance-trained virtual assistants handle certificates, endorsements, policy updates, and other administrative work.
Start With Step One
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Why 300+ Insurance Agencies Trust Lava to Scale Their Operations

Agencies trust Lava because we do not disappear after launch. You get automation built around your workflows, virtual assistants working inside your systems, and fully managed IT protecting your client data. Our customer success team stays involved to make sure everything holds as your agency grows.

Most providers hand you a system and step back. Lava stays in it with you. Over $4 billion in premium runs on what we have built, and that number grows because the agencies we work with stay with us.

Infographic Showing Lava's Mission Statement

The Concerns That Almost Stopped Our Clients

These are the honest answers to questions we hear most often before an agency decides to move forward.

Will this work with our current AMS?

Can I trust a remote team member with my agency?

Will my team feel like they are being replaced?

How much of my own time will this take?

What if our workflows are different from other agencies?

Will my clients know a virtual assistant is involved?

Frequently Asked by Agencies

Here’s what most agencies want to know before partnering with Lava and how we help make the transition simple and secure.

What kind of work can a virtual assistant handle for my insurance agency?

How does Lava keep my client data secure?

How does automation make daily work easier?

How long does implementation take?

Book A Demo

Get a Custom Plan Built Around Your Agency's Workflows

During your demo, we map your current workflows, show you where the operational gaps are, and walk through how Lava's automation, virtual assistants, and managed IT would work together inside your agency. You leave with a clear picture of what Lava would build and what your agency looks like when it is running at full capacity.
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