One Partner for Everything Your Insurance Agency Needs to Scale

Lava virtual assistants take ownership of the work that pulls your licensed staff away from selling. Certificates of insurance, endorsements, policy and client data updates, renewal preparation, quoting support, and billing follow-ups are all handled inside your AMS and CRM without your producers touching them.

Lava's SOC 2 Type 1 certified infrastructure covers endpoint protection, identity and access management, dark web monitoring, and email security. Every virtual assistant completes security onboarding before accessing your systems and operates within documented access controls. Your client data, carrier credentials, and policy information are protected under verified standards designed for compliance-sensitive insurance environments.

Automation removes the manual steps that slow daily operations down. Renewal reminders go out automatically based on policy dates. Policy updates sync across your systems without manual entry. Follow-ups run on schedule without anyone initiating them. Your team stops managing the process and starts focusing on clients.

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.