Trusted by 500+ Agencies and Brokerages

X-Dates Hit. Claims Followed. COIs Sent.

Within 72 hours, your dedicated insurance virtual assistant is in your AMS and your renewal queue.

Renewals coordinated, X-Dates protected.
Claims followed up, carrier docs chased.
COIs sent same-day, every time.

4.8/5 from 500+ reviews

Your insurance assistant is ready to work in your existing tools.

Why Wing

The Back-Office Your Agency Doesn't Have to Hire.

Your AMS Automates Data. Wing Can Make Calls.

Applied Epic moves records. Your assistant calls the client about the missing signature and flags a new underwriter.

Automation only moves data.

Hiring a CSR Takes Months. Wing Doesn’t.

Recruiting a CSR is six weeks of resumes and three months of ramp. Wing assigns a dedicated assistant from day one

Live in your AMS in three days.

Freelancers Disappear. Wing Doesn't.

A freelance CSR goes quiet in October, and your X-Dates slip in November. Wing stays in the seat, every cycle.

Backup assistant and CSM included.

How it works

From Kickoff to AMS Embedded in 72h.

We match you with an assistant who knows independent agency work inside and out.

Step 1

Tell Us About Your Agency

Share your AMS, your lines of business, and your renewal rhythm. We match you with an assistant who knows insurance.

30-minute kickoff call

Step 2

Your Assistant Embeds

They get access to your AMS, your carrier portals, and your client comms. Our team monitors quality from the first task.

Active within 72 hours

Step 3

The Back-Office Runs

Your assistant handles renewals, claims, COIs, and submissions on cadence. You get Friday back to writing business.

First tasks in week one

What Your VA Handles

The Work Between Quote and Renewal.

Your dedicated insurance assistant covers the recurring back-office work that keeps the agency moving.

Renewals & Retention

X-Dates tracked, renewal packages prepped, clients contacted ahead of cycle. Your assistant flags rate changes before clients see them.

Claims Coordination

FNOL intake captured, carriers chased for docs, status updates relayed to clients. Open claims stop sitting waiting for someone to follow up.

Quoting & Submissions

ACORD forms completed, carrier portal submissions managed, quote comparisons assembled for producer review. Producers stop doing application data entry.

Certificates & Endorsements

COIs issued same-day, endorsements entered, policy changes processed. Clients get certs when they ask, not three days later.

Data & Policy Management

AMS hygiene in Applied Epic, HawkSoft, or EZLynx. Your AI-trained assistant uses AI for ACORD OCR, then audits by hand.

Client Communication

Inbound calls answered, emails replied to, policy questions logged and routed. Your client doesn’t wait three days for a callback.

Agency Results

The Work That Stops Sitting.

20hrs+

Saved Per Week

Time returned to the agency

65–80%

Cost Savings

vs. hiring another CSR

15–25%

Fewer Task Errors

Post-onboarding average

72hrs

To First Task

From signup to live

No credit card required

Cancel anytime

Agency Reviews

Owners Who Got Their Friday Back.

“What I like best about Wing is the quality and reliability of their virtual assistants. The combination of strong support, trustworthy assistants, and a seamless experience is what sets Wing apart for me.”

Marysa C.

Mid-Market (51–1000 emp.)

“Amazing service. The work done by my assistant is top notch. I’ve enjoyed the genuine personality and willingness to learn. Best decision you can make for your business is to work with Wing.”

Chris Mullaly

Founder and Managing Partner, Spirus Capital Partners

“I’ve had the best VA experience so far after multiple tries. My assistant was so capable that every week I found more things I could take off my plate. Great value, and it’s taken a lot of stress off me.”

Kelsey Galarza

Co-Founder, Orange Marketing

Insurance Assistant Pricing

Daily Coverage. Flat Monthly.

Part-Time

For agencies trying to cover overflow.

$999/mo

4 hours/day · Monday–Friday

Best for Growth

Full-Time

For agencies running daily back-office on Wing.

$1,599/mo

8 hours/day · Monday–Friday

Nothing Expires. Nothing Slips.

Hand off the back office. Your assistant is in your AMS in 72 hours.

No credit card required

72-hour onboarding

Cancel anytime

FAQ

Good Questions. Real Answers.

Will your assistant actually know insurance, or do I have to train them on what an X-Date is?

Wing insurance assistants are trained on agency workflows, AMS platforms, and ACORD forms before they meet you. Your specific carriers and X-Date rhythm are covered in week one.

Can your assistant quote, bind, or give advice on coverage?

No. Wing handles back-office work: applications, submissions, renewals coordination, claims follow-up, COI issuance, and AMS hygiene. Licensed work stays with your producers.

Is my client data secure?

Yes. Wing is ISO 27001 compliant and SOC 2 certified. Every assistant signs an NDA, works inside access you grant, and operates through managed devices, not personal laptops.

Doesn't my AMS already automate most of this?

AMS automates data flow. It doesn't call the client about the missing signature or notice the carrier rep changed last quarter. The judgment lives in a person who knows your book.

What happens during renewal season if my assistant is sick?

A trained backup steps in immediately. They already know your AMS, your renewal calendar, and your top carriers. Your X-Dates don't slip, and you don't re-onboard.

How long until they know my book and my carriers?

72 hours to active. Full carrier fluency and X-Date rhythm by month two. By month three, your assistant catches things before you flag them.

How does this compare to hiring another CSR?

A US CSR runs $40K to $60K plus benefits, payroll tax, and three months of ramp. Wing is flat monthly, fully managed, with a backup already trained on your AMS.

Does your assistant work in Applied Epic, HawkSoft, and EZLynx?

Yes. Your virtual insurance assistant is trained in Applied Epic, HawkSoft, EZLynx, AgencyZoom, NowCerts, and major carrier portals.

X-Dates Hit. Claims Followed. COIs Sent.

The Back-Office Your Agency Doesn't Have to Hire.

Automation only moves data.

Live in your AMS in three days.

Backup assistant and CSM included.

From Kickoff to AMS Embedded in 72h.

We match you with an assistant who knows independent agency work inside and out.

Tell Us About Your Agency

30-minute kickoff call

Your Assistant Embeds

Active within 72 hours

The Back-Office Runs

First tasks in week one

The Work Between Quote and Renewal.

The Work That Stops Sitting.

20hrs+

65–80%

15–25%

72hrs

No credit card required

Cancel anytime

Owners Who Got Their Friday Back.

Daily Coverage. Flat Monthly.

Part-Time

$999/mo

Full-Time

$1,599/mo

Nothing Expires. Nothing Slips.

Hand off the back office. Your assistant is in your AMS in 72 hours.

No credit card required

72-hour onboarding

Cancel anytime

Good Questions. Real Answers.

Trained, managed virtual assistants for businesses worldwide.

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