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Hire Managed Virtual Assistants






    Insurance Quoting & Submission Virtual Assistant

    Submissions Shouldn't Stall While Producers Chase Quotes

    Insurance-Quoting-Submission-Assistant
    10,000+ Active Assistants Powering 10,000+ Companies

    What Wing Assistants Get Done Every Day

    Check (1)
    Application data entered and submitted to carriers. No submissions sitting in queue.
    • Updated in EZLynx
    Check (1)
    Pending quote status checked and follow-up sent. No quotes going untracked.
    • Checked in Applied Epic
    Check (1)
    Quote comparison prepared and sent to producer. No producer building their own spreadsheet.
    • Prepared in Google Sheets
    Check (1)
    AMS updated with submission activity. No pipeline falling behind.
    • Updated in Applied Epic

    Your Insurance Quoting Virtual Assistant Handles

    01
    Application Data Entry
    • Enter client data into portals
    • Complete ACORD forms
    • Flag missing submission info
    02
    Carrier Submission
    • Submit applications to carriers
    • Track submission confirmation
    • Log submissions in AMS
    03
    Quote Follow-Up
    • Check pending quote status
    • Follow up on outstanding quotes
    • Flag quotes nearing expiration
    04
    Quote Comparison
    • Pull quotes from carrier responses
    • Prepare quote comparisons
    • Organize by coverage and premium
    05
    Submission Tracking
    • Maintain submission pipeline log
    • Track status across carriers
    • Flag stalled or lapsed submissions
    06
    Carrier Correspondence
    • Respond to carrier requests
    • File carrier communications
    • Route responses to producer

    How it Works

    Be as involved (or uninvolved) as you prefer – our expert recruiters will guide you through every step, ensuring a smooth and seamless experience.
    • Step 1
      Meet us to discuss
      your requirements
    • Step 2
      We shortlist talents
      for your review
    • Step 3
      We interview and
      assess candidates
    • Step 4
      The perfect Wing Assistant joins your team

    Measured Results Across Teams

    Real companies. Defined ownership. Measurable outcomes.

    Delegate Everything but Leadership.

    Submissions Don’t Stall on Selling—They Stall in the Portals

    You can’t enter applications and build quote comparisons while managing client relationships. But quotes sit until someone goes back in and works them.

    Your Wing Virtual Assistant stays inside your carrier portals and AMS until submissions are in, quotes are back, and comparisons are ready for review.

    How Wing Keeps Submissions Moving

    This isn’t a freelancer setup—one virtual assistant stays on your carrier portals, submission tracking, and quote follow-up, backed by support, so new business doesn’t stall in the back office.

    Flexible, No-Commitment Monthly Support

    Add support when submission volume increases or renewal season stacks up. Scale back when things stabilize without changing how work gets handled.

    NDAs and System-Level Access Control

    Your assistant works inside your carrier portals and AMS with defined permissions. You control what gets accessed, entered, and submitted.

    Secure and Compliance-Ready

    Wing is SOC 2–certified and HIPAA-compliant. Data is encrypted in transit and at rest, with restricted and logged access.

    Coverage That Doesn't Drop

    One assistant stays on your submission pipeline day to day. If coverage expands, work continues without re-explaining or losing context.

    We Meet Challenging Talent Needs and Ensure Ongoing Success

    Our resources and systems are designed to deliver tailored solutions that go beyond the basics, empowering your business to thrive.

    Benefit from a dedicated Client Success Manager (CSM) who will be your single point of contact for all your needs. Your CSM will ensure smooth onboarding, provide ongoing support, and proactively address any concerns to maximize the value of our services.

    We can work with you to analyze your requirements, and can launch new recruitment processes/ roles exclusively tailored to your needs, in your budget.

    Your assistant isn't alone. They're supervised by both Wing's Team Captains and Supervisors.

    Additionally, you can opt-in to use sophisticated artificial intelligence technology that flags potential issues ahead of time to our supervisory team, who work to proactively resolve issues.

    If quality is your goal, Wing remains the best choice in this industry.

    We can work with you to analyze your requirements, and can launch new recruitment processes/ roles exclusively tailored to your needs, in your budget.

    Rolepage We Meetsec

    Operational Ownership, Powered by the Wing Workspace App

    Wing doesn’t just assign an assistant. We run execution through a centralized, human + AI–powered workspace built to keep work moving around the clock.

    • Real-time task visibility and status tracking
    • Documented workflows with built-in oversight
    • Structured handoffs and cross-time-zone continuity
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    Logo (1)

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    Highly Rated by Operations & Leadership Teams

    4.5

    Google Cicle
    123 Reviews on Google

    4.7

    Capterra N
    51 Reviews on Capterra

    4.8

    Goodfirms N
    10 Reviews on Goodfirms

    4.8

    Clutch N
    18 Reviews on Clutch

    Hundreds of Stellar Client Reviews

    Clutch N
    Overall, I have been very pleased with each aspect of hiring my Wing VA. We were looking at a variety of virtual assistant programs; what made us choose Wing was the fact that their talent had specific marketing experience... Working with Wing is seamless. They have a robust platform that makes communicating with our VA incredibly easy. It also helps that they act quickly and are incredibly responsive...
    Christine Mulvey
    Christine Mulvey
    Director of Marketing
    charlesgate.com
    Google Cicle
    I've had the best VA experience so far after multiple tries. The app is easy to use to communicate and create tasks, there's loads of real-person communication, and my assistant was so capable at MANY things. He was so good that every week I found more things I could take off my plate and all for a low fixed price per month. Great value and it's taken a lot of stress off me.
    Kelsey Galarza
    Kelsey Galarza
    Co-founder, Orange Marketing orangemarketing.com
    Google Cicle
    Amazing service! Excellent customer support and the work done by my assistant Kirti S. from Wing is top notch. I’ve enjoyed the help and the genuine personality and willingness to learn. Also a big call out to Maryann U. my customer success manager. She is fantastic and so full of life.
    Chris Mullaly
    Chris Mullaly
    Founder and Managing Partner spiruscapitalpartners.com
    Capterra N
    Wing is an innovative software-powered interface to virtual assistants. Wing has provided a software-augmented virtual assistant service that's unique in the field. Just as important as the software platform is the quality of their assistants behind the scene. Their ability to organize and run a process of matching our needs with available talent was successful. Wing is easy to use.
    Roy Chua
    Roy Chua
    Principal AvidThink avidthink.com
    Google Cicle
    Wing provides exceptional Virtual Assistant services and an accompanying productivity platform. Using Wing has been incredibly beneficial for our business, allowing us to explore some things in far more depth, or scale up some operations more effectively. Some of the benefits far exceed what you might expect from a virtual assistant in terms of capabilities and outside traditional administrative work.
    Dylan Schiemann
    Dylan Schiemann
    Co-Founder &CEO
    livingspec.com
    1921
    What I like best about Wing is the quality and reliability of their virtual assistants. We started with one assistant and were so happy with the experience that we’ve since onboarded additional VAs. I’ve also confidently recommended Wing to colleagues and contacts looking for virtual assistant services. The combination of strong support, trustworthy assistants, and a seamless experience is what sets Wing apart for me.
    Marysa C
    Marysa C.
    Mid-Market (51-1000 emp.)

    Insurance Quoting Virtual Assistant Pricing

    Part-time or full-time coverage available, with bilingual support if your agency requires it.

    Either way, one person stays on your submission pipeline, and quotes don’t go untracked.

    Full-Time

    $1,399/Month

    • 160 Hours per month
    • Dedicated Insurance Quoting VA
    • Free replacement
    • Customer Success Manager
    • Rigorous quality control and supervision
    • Wing Workspace App
    • Your timezone—any hours you want
    • Share with colleagues
    • Unlimited file sharing/storage
    Part-Time

    $700/Month

    • 80 Hours per month
    • Dedicated Insurance Quoting VA
    • Free replacement
    • Customer Success Manager
    • Rigorous quality control and supervision
    • Wing Workspace App
    • Your timezone—choose from designated slots
    • Sharing is limited
    • 10 GB file sharing/storage limit

    Popular Questions

    Yes. You get a dedicated insurance quoting assistant who stays on your carrier portals and submission pipeline during scheduled hours, so nothing needs to be re-explained or chased repeatedly.
    You choose the schedule based on your submission volume and carrier cut-off times. Whether you hire an insurance quoting assistant part-time or full-time, coverage fits how your agency operates.
    Yes. You can communicate with your assistant from anywhere using Slack, email, or the Wing app while they stay on your carrier portals and agency management system.
    Within scheduled hours, you can assign as much work as needed when you outsource insurance quoting assistant support. Application entry, carrier submissions, and quote follow-up continue without per-task limits or resets.
    Extended coverage is available if you need to book an insurance quoting assistant across time zones or manage high submission volume consistently.
    Most agencies use Slack, email, or the Wing app. Your insurance quoting assistant services fit into your existing workflow so submissions and quote follow-ups don't get missed.
    Wing provides a professional insurance quoting assistant who stays on carrier portals, submission tracking, and quote comparisons so producers stay focused on clients.
    During scheduled hours, updates are handled quickly so carrier follow-ups don't slip and quote windows don't expire unnoticed.
    Yes. Your insurance quoting assistant for hire works inside tools like Applied Epic, EZLynx, AMS360, HawkSoft, and carrier portals with approved access.
    Yes. Many agencies get an insurance quoting assistant for small business use when submission volume increases but portal entry and quote follow-up can't keep up.