Insurance Quoting & Submission Virtual Assistant
Submissions Shouldn't Stall While Producers Chase Quotes
- Applications entered and submitted without delay
- One person owns submissions and quote follow-up
- Quotes stay active, so opportunities don’t expire
No more chasing carriers for quote updates
4.8/5 avg.
- Leader in Managed Virtual Assistant Services
10,000+ Active Assistants Powering 10,000+ Companies
What Wing Assistants Get Done Every Day
Application data entered and submitted to carriers. No submissions sitting in queue.
- Updated in EZLynx
Pending quote status checked and follow-up sent. No quotes going untracked.
- Checked in Applied Epic
Quote comparison prepared and sent to producer. No producer building their own spreadsheet.
- Prepared in Google Sheets
AMS updated with submission activity. No pipeline falling behind.
- Updated in Applied Epic
Your Insurance Quoting Virtual Assistant Handles
Application Data Entry
- Enter client data into portals
- Complete ACORD forms
- Flag missing submission info
Carrier Submission
- Submit applications to carriers
- Track submission confirmation
- Log submissions in AMS
Quote Follow-Up
- Check pending quote status
- Follow up on outstanding quotes
- Flag quotes nearing expiration
Quote Comparison
- Pull quotes from carrier responses
- Prepare quote comparisons
- Organize by coverage and premium
Submission Tracking
- Maintain submission pipeline log
- Track status across carriers
- Flag stalled or lapsed submissions
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.
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Meet us to discuss
your requirements
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We shortlist talents
for your review
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We interview and
assess candidates
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The perfect Wing Assistant joins your team
Measured Results Across Teams
Real companies. Defined ownership. Measurable outcomes.
Quistem
Needed executive ops owned.
- 25% CEO time reclaimed
- 9 workflows offloaded
- 1,000+ days supported
Cybersecurity Startup
Needed outbound sales owned.
- 2,080+ hours delivered
- 22 sales workflows owned
- Sales system live (2 wks)
Provida Family Medicine
Needed clinic ops streamlined.
- 50% faster admin ops
- 35% fewer billing errors
- 25% faster claims
Idaho Legal Estates
Needed intake owned.
- 100+ hours reclaimed
- 13+ hours saved weekly
- 10 workflows fully owned
My Personal Mentors
Needed revenue stabilized.
- 30+ deals closed monthly
- 3,600+ clients supported
- 48-hr inquiry resolution
Delegate Everything but Leadership.
More Virtual Assistant Services
We offer 25+ distinct plans in sales, marketing, customer service, and other operational areas. We also have dedicated industry-focused services such as Real Estate Assistants, Healthcare Virtual Assistants and E-Commerce Virtual Assistants.
Speak to a Wing Expert and find the right fit for your business.
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Executive AssistantDiscover expert-tier talent to help with presentations, proposals and more
- Sales Development RepEngages with prospects, grows your sales pipeline and drives sales
- Personal AssistantManages your calendar both at work and outside of it
- Real Estate AssistantAll-round help for your property listings
- Top 1% of TalentStart in one function, then expand coverage as the business grows.
- Healthcare AssistantHelps co-ordinate appointments with patients, data-entry and insurance filing
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.
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
Get it on
App Store
Get it on
Google Play
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Microsoft
Highly Rated by Operations & Leadership Teams
4.5
123 Reviews on Google
4.7
51 Reviews on Capterra
4.8
10 Reviews on Goodfirms
4.8
18 Reviews on Clutch
Hundreds of Stellar Client Reviews
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
Director of Marketing
charlesgate.com
charlesgate.com
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
Co-founder, Orange Marketing orangemarketing.com
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
Founder and Managing Partner spiruscapitalpartners.com
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
Principal AvidThink avidthink.com
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
Co-Founder &CEO
livingspec.com
livingspec.com
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.
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
$1,199/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
$799/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