Keep Workflows on Track with Automation and Virtual Assistants

Virtual assistants from Lava support the daily work that keeps insurance agencies running smoothly. They prepare certificates of insurance, process endorsements, update client and policy data, and handle renewal documentation. Many also assist with quoting, remarketing, billing follow-up, and other administrative tasks that often pull licensed staff away from clients.

Every account follows strict security and compliance standards designed for insurance operations. Lava operates under SOC 2 controls to safeguard client information, carrier credentials, and policy data. Each virtual assistant completes security onboarding before accessing management systems or CRMs and continues through ongoing compliance training to uphold data-handling and E&O protection standards.

Automation removes manual steps from quoting, policy renewals, and client servicing. It follows up on renewal dates, updates policy data between systems, and triggers reminders for pending documents so accounts stay accurate and on schedule. Your team gains back time to focus on retention, sales, and client relationships.

Implementation begins in week one when your virtual assistant is placed and begins classroom training through Lava University. During the first two weeks, our team builds your automation, CRM setup, and forms behind the scenes. In week three, your assistant is onboarded to your agency and begins hands-on training with your processes. Weeks four and five include live meetings to train your sales and service teams, and by week six your automation is fully active with structured support meetings through week ten to keep everything running smoothly.