Keep Policies Moving Without Adding Headcount
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Reclaim up to 10–20 hours a week from renewals and claims
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Stop renewal slip-ups and endless follow-ups
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Add consistent daily coverage without hiring another CSR
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Leader in Managed Virtual Assistant Services
- 2M+ applicants screened annually
- 10,000+ companies supported
- 20+ countries













What Wing Assistants Get Done Every Day
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Updated in Applied Epic
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Logged in Hawksoft
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Tracked in Salesforce
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Scheduled in Calendly
Your Insurance Assistant Handles
Communication & Scheduling
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Take client phone calls
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Handle client emails
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Book agent appointments
Policy Support & Onboarding
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Submit policy applications
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Chase missing documents
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Send out policy documents
Claims & Renewals Support
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Handle claims intake
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Prepare renewal reviews
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Follow up with carriers
Data & Policy Management
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Update policy records
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Maintain client records
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Organize policy files
Reporting & Organization
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Track open items
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Monitor turnaround times
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Maintain renewal pipeline
How it Works
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Step 1
Meet us to discuss
your requirements
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Step 2
We shortlist talents
for your review
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Step 3
We interview and
assess candidates
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Step 4
The perfect Wing Assistant joins your team
Measured Results Across Teams
Quistem
Needed executive ops owned.
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25% CEO time reclaimed
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9 workflows offloaded
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1,000+ days supported
Cybersecurity Startup
Needed outbound sales owned.
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2,080+ hours delivered
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22 sales workflows owned
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Sales system live (2 wks)
Provida Family Medicine
Needed clinic ops streamlined.
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50% faster admin ops
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35% fewer billing errors
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25% faster claims
Idaho Legal Estates
Needed intake owned.
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100+ hours reclaimed
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13+ hours saved weekly
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10 workflows fully owned
My Personal Mentors
Needed revenue stabilized.
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30+ deals closed monthly
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3,600+ clients supported
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48-hr inquiry resolution
Delegate Everything but Leadership.
More Virtual Assistant Services
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Executive AssistantDiscover expert-tier talent to help with presentations, proposals and more
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Sales Development RepEngages with prospects, grows your sales pipeline and drives sales
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Personal AssistantManages your calendar both at work and outside of it
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Real Estate AssistantAll-round help for your property listings
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Top 1% of TalentStart in one function, then expand coverage as the business grows.
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Healthcare AssistantHelps co-ordinate appointments with patients, data-entry and insurance filing
Stop Hiring Another CSR.
Get Structured Insurance Support.
Insurance virtual assistants are trained for insurance work from day one, and oversight is built in. You never have to train, manage, or chase follow-ups.
Your insurance virtual assistant handles day-to-day renewals, claims follow-ups, and policy admin. No need to hire or manage another CSR.
Built for Agencies That Can’t Afford Service Breakdowns
Flexible, No-Commitment Monthly Plans
Secure and Compliance-Ready
NDAs and Personalized Policies
Full Teams and 24/7 Coverage
We Meet Challenging Talent Needs and Ensure Ongoing Success
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.
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.
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Real-time task visibility and status tracking
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Documented workflows with built-in oversight
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Structured handoffs and cross-time-zone continuity


Get it on
App Store

Get it on
Google Play

Get it on
Microsoft
Highly Rated by Operations & Leadership Teams
4.5
4.7
4.8
4.8
Hundreds of Stellar Client Reviews
charlesgate.com
livingspec.com
Insurance Virtual Assistant Pricing
$1,599/Month
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160 Hours per month
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Dedicated Insurance Assistant
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Free assistant replacement
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Dedicated Success Manager
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Ongoing training and oversight
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Wing Workspace App
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Aligned to project timelines
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Team access sharing
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Unlimited secure file storage
$999/Month
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80 Hours per month
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Dedicated Insurance Assistant
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Free replacement
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Customer Success Manager
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Ongoing training and oversight
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Wing Workspace App
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Scheduled dispatch coverage
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Limited internal sharing
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10 GB secure storage
Popular Questions
Yes. You get a dedicated insurance agency virtual assistant assigned to your agency during your selected hours. They focus only on your renewals, claims follow-ups, applications, and service work, tasks that agencies often outsource through insurance BPO services.
Unlike a freelance virtual assistant or marketplace hire, your Wing remote insurance assistant works inside your systems, learns your carriers and processes, and stays aligned with how your agency operates.
You set the schedule. Whether you need a full-time virtual assistant for insurance agents or a part-time VA for insurance, coverage for renewals, claims, or busy service windows aligns with your agency’s operating hours.
Extended-hour and multi-time-zone support is available for agencies handling high service volume or peak renewal cycles.
Yes. Wing is a global virtual assistant company, so you can collaborate with your assistant through the Wing app, Slack, email, or phone—whether you’re in the office or remote.
Wing hires globally, including experienced virtual assistant professionals from the Philippines, ensuring strong English communication and reliable daily support.
Within your assistant’s scheduled hours, you can delegate unlimited virtual assistant tasks. That includes client follow-ups, data entry virtual assistant work, policy documentation, renewals, claims updates, system maintenance, and work typically handled through insurance back office outsourcing or teams that outsource insurance processing.
Yes. Wing provides extended and 24/7 virtual assistant coverage when needed. Agencies that require overnight, weekend, or multi-shift support can scale coverage without hiring additional in-house staff.
This helps prevent renewals, claims, and client requests from sitting outside business hours.
You can work with your virtual assistant through the Wing web app, Slack, mobile apps, email, or phone. Your assistant works inside the same systems your agency already uses.
Communication stays simple. No switching platforms or learning new software.
Wing Insurance Assistants are screened, English-fluent professionals trained for insurance service work, including renewals, claims follow-ups, policy documentation, and client communication.
Unlike a low-cost or unmanaged virtual assistant hire, Wing assistants operate under supervision with ongoing quality checks to keep service work consistent and accurate.
Yes. Your virtual assistant works directly inside your email, calendars, agency management systems, CRMs, and other virtual assistant software your team already uses.
No system overhaul required—your assistant integrates into how your agency already runs.
Wing provides ongoing support across all plans. In addition to your dedicated virtual assistant, you have a Client Success Manager and escalation support if needed. This is consistent with the support that top virtual assistant companies offer. That way, renewals, claims, and service work stay covered—even if volume increases or priorities shift.
