For first class professional & administrative support for your business
Specialist administrative and client support designed to help insurance brokers, agents, and providers operate efficiently, improve client service, and scale with confidence.
With 25+ years of combined experience and flexible pay-as-you-go pricing, our trained Virtual PAs act as a seamless extension of your insurance team—without the overhead of hiring in-house administrative staff.
Operational Challenges in the Insurance Industry
Insurance businesses face unique administrative and operational pressures, including:
• High volumes of client enquiries and policy questions
• Quotation requests and follow-ups
• Appointment scheduling and client reviews
• Policy documentation and record management
• CRM and renewal tracking
• Invoicing, commissions administration, and payment chasing
• Scaling admin support during renewal peaks and sales campaigns
Our insurance-focused Virtual PA services remove these bottlenecks so your team can focus on sales, underwriting, and client advisory.
How can we help?
Tailored Virtual PA Solutions for Insurance Brokers & Agencies
Never miss a policy enquiry or new business opportunity. Our Virtual PAs answer calls professionally, capture client details, and route urgent requests to your team.
Our assistants triage client emails, prioritise urgent policy matters, and respond to routine enquiries, ensuring fast and professional communication.
Maintain accurate client records, track renewals, manage pipelines, and support retention strategies through structured CRM workflows.
We manage policy review meetings, renewal calls, and internal schedules to keep your team organised and compliant.
Support with policy documents, proposal formatting, digital filing, and compliance-related admin tasks.
We assist with invoicing, commission tracking support, billing queries, and polite payment reminders—helping maintain steady cash flow and client relationships.
Why Choose VirtualPA.Services for Insurance Support?
• Premium enterprise-level Virtual Assistants trained for insurance workflows
• Flexible pay-as-you-go pricing to scale during renewal periods and sales campaigns
• 25+ years combined management experience
• Confidentiality-focused processes and secure workflows
• Support for brokers, agencies, MGAs, and insurance providers
• UK-focused service delivery with global scalability
Benefits for Insurance Brokers & Providers
Frequently Asked Questions (FAQs)
A Virtual PA can manage policy administration, client onboarding, document processing, renewals tracking, CRM updates, claims documentation follow-ups, compliance paperwork, appointment scheduling, and payment chasing. This reduces administrative workload and allows brokers and advisors to focus on revenue-generating activities.
Data security and confidentiality are core to our enterprise-grade service. We follow strict GDPR-compliant data handling protocols, NDAs, and role-based access procedures. We also align workflows with FCA expectations around documentation, audit trails, and record-keeping.
Absolutely. Our Virtual PAs can send polite payment reminders, manage receivables tracking, and escalate overdue accounts according to your internal procedures—helping maintain cash flow without damaging client relationships.
Onboarding typically takes a few days, depending on system access and training requirements. We follow a structured onboarding process to integrate seamlessly with your workflows and compliance requirements.
Yes. Our Virtual PAs are trained to work with insurance CRMs and policy management workflows, including client onboarding processes, renewal schedules, compliance documentation, and policy servicing tasks. We adapt quickly to your internal systems and SOPs.
Yes. We manage renewal reminders, client follow-ups, documentation requests, and internal notifications to ensure no policy or opportunity is missed. This improves retention rates and enhances client satisfaction.
Yes. Our service is designed to be corporate enterprise-level yet startup-friendly. Whether you are a boutique brokerage, MGA, or large insurance operation, we scale support according to your needs with flexible pay-as-you-go pricing.
You only pay for the time and services you use. This model eliminates fixed salary overheads and allows insurance firms to scale support up or down based on workload, seasonal demand, or growth.
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How can we help you?
We would like to hear about your administrative needs. Call us today!
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Call us: 0161 507 0656
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Email us: office@virtualpa.services
