Insurance Agency Virtual Assistants make hiring an employee seem old fashioned. Let me explain.

With the different options available today it’s so much easier to operate efficiently and effectively with a more modern approach.

Hiring and training an employee can be time consuming and costly, but hiring a virtual assistant provided by Lava Automation is easy and has been proven to bring more money into insurance agencies all around the country.

The idea of hiring a virtual assistant might be totally new to you, so to give you a better understanding of why so many insurance agents are choosing virtual assistants over traditional employees, we’ll go over five ways a virtual assistant can help.

1. Prepping Quotes

When it comes to what a virtual assistant can do, it’s a lot easier to tell you what they can’t do.
Your virtual assistant can literally handle everything that doesn’t require an insurance license for you, and leave you with a minimal workload.
Your virtual assistant can arrange all your client info and organize everything for you and deliver everything you need exactly how you want it.
They can generate proposals and help you with nearly every aspect of preparing quotes and taking on new clients.

2. Re-shops

Two Thirds of Americans will re-shop for car or home insurance at some point, which is a great chance for you to capitalize on new and returning business, but it also means more work for you.
That is unless you have the help of a virtual assistant provided by Lava Automation!
Your virtual assistant can take the weight off of your shoulders and help you with your customer re-shops to save you the time and the energy of doing it all yourself, so you don’t end up dreading something that truly should be celebrated.

3. Inbound Call Routing

You have a few choices when it comes to taking calls, some more efficient than others.
You could take all your calls yourself and spend your valuable hours on the phone doing busy work.
You could use an Automatic Call Distributor (ACD), a technology that dates back to the 1950’s, and have a robotic system direct your calls. This is the type of system you engage with when you call a company and get a list of “menu” items to select by number, which is certainly not the most customer friendly.
You could hire an employee, but as we talked about before that option is quickly becoming obsolete.
Lava Automations virtual assistants can handle your inbound call routing so you don’t have to send your callers through an ACD, and you don’t have to worry about the headache of hiring employees.

4. C.O.I.s

Once your customers have purchased their insurance coverage from you, they’ll be expecting to receive their Certificate Of Insurance as soon as possible.
The last thing you need is to get bogged down with more busy work or to neglect your customers and their needs.
Having your virtual assistant take care of your C.O.I.s is a great way to free you up from the monotony of the job so you can really get back to enjoying what you do!

5. Marketing

Aside from all of the simple time consuming everyday tasks that your virtual assistant can take care of, they can also help with more complex and tedious activities like helping to build and optimize your marketing systems.
Here are a few examples of some marketing aspects where your virtual assistant can offer some much needed relief.


Using a CRM is extremely helpful but it has potential to consume you with even more work.
Between creating custom fields, stages, and pipelines, and migrating your customer information, you can get swamped pretty fast!
This is the perfect kind of stuff to delegate to your virtual assistant to keep your hands from being tied.


Facebook advertising is one of the most powerful advertising strategies ever conceived, and has the potential to completely revolutionize your business.
With Facebook ads you're able to reach people that otherwise never would have known about your insurance agency, but setting up the ads can be tedious and time consuming.
It's easy to spend a few hours getting things up and running and leave yourself with minimal time to do anything else.
Having your virtual assistant take care of setting up and running your ads can make all the difference, and make your life a lot easier!


Google is the largest search engine in the world and it is responsible for billions of dollars in revenue every year for businesses of every shape and size.
Some businesses rely entirely on Google ad revenue as their primary source of income!

Obviously it's a powerful tool that should be utilized, but like Facebook ads, it can be tedious and time consuming getting it all up and running.
Your virtual assistant can do this for you and save you the trouble of setting up the tech yourself, which will allow you to focus on the more important parts of your insurance agency.

Website Development

Developing your website might be one of the most important things you can do for your insurance agency.
Your website is one of the first things your prospects will see when considering buying from you, and it is important to leave a positive and lasting first impression on anyone who comes to your website.
Website development can be simple or complex depending on your skill level, but no matter the complexity of your site, it will still take time out of your day to set it up.
Editing and making changes on your site is fairly simple, but just because it's simple doesn't mean you should be wasting your time doing it.
You could do it yourself, or you could tell your virtual assistant what changes you want to make and how you want it to look, and they can make the necessary changes for you.

Nearly everything you do throughout your day as an insurance agent can be delegated to your virtual assistant to free up your time and allow you to focus on what really matters to you.
Lava Automation can provide you with top tier virtual assistants who will work tirelessly to give you what you need and help you maximize the reach and profits of your insurance agency.
Book a demo today to see how Lava Automation can help you find a personalized solution to fit your needs.


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