Insurance Virtual Assistant

Keep Policies Moving Without
Adding Headcount

  • Reclaim up to 10–20 hours a week from renewals and claims
  • Stop renewal slip-ups and endless follow-ups
  • Add consistent daily coverage without hiring another CSR
4.8/5 avg.
Google N
Goodfirms N
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Product Hunt
  • Leader in Managed Virtual Assistant Services
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10,000+ Active Assistants Powering 10,000+ Companies

What Wing Assistants Get Done Every Day

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Client calls handled, renewals booked. No expiring policies left unflagged.

  • Updated in Applied Epic
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Applications submitted, documents collected. No submissions left incomplete.

  • Logged in Hawksoft
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Open claims followed up, carrier docs secured. No requests left unresolved.

  • Tracked in Salesforce
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Client reviews confirmed, summaries prepared. No appointments left unprepped.

  • Scheduled in Calendly

Your Insurance Assistant Handles

01
Communication & Scheduling
  • Take client phone calls
  • Handle client emails
  • Book agent appointments
02
Policy Support & Onboarding
  • Submit policy applications
  • Chase missing documents
  • Send out policy documents
03
Claims & Renewals Support
  • Handle claims intake
  • Prepare renewal reviews
  • Follow up with carriers
04
Data & Policy Management
  • Update policy records
  • Maintain client records
  • Organize policy files
05
Reporting & Organization
  • Track open items
  • Monitor turnaround times
  • Maintain renewal pipeline

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.

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

Relying on Wing means you’re not left scrambling when renewal season gets heavy or claims pile up. Coverage always adjusts to your workload, and security is handled.

Flexible, No-Commitment Monthly Plans

You can scale coverage up during renewal season and adjust as volume changes. You won’t be locked into a long-term contract.

Secure and Compliance-Ready

Your client information is protected under SOC 2–certified and HIPAA-compliant systems, built for agencies handling sensitive policy and claims data.

NDAs and Personalized Policies

Client data stays protected, with signed NDAs and procedures that follow your agency’s standards and carrier requirements.

Full Teams and 24/7 Coverage

Add more coverage as volume grows, including team support and extended hours, so renewals and claims don’t sit, even when workload increases.

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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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 Virtual Assistant Pricing

Wing virtual insurance assistants take renewals, claims, paperwork, and client follow-ups off your plate. Add daily insurance coverage for less than the cost of one in-house CSR. Insurance virtual assistant services are offered on a part-time and full-time basis.
Full-Time
16% Savings

$1,599/Month

  • 160 Hours per month
  • Dedicated Insurance Assistant
  • Free assistant replacement
  • Dedicated Success Manager
  • Ongoing training and oversight
  • Wing Workspace App
  • Aligned to project timelines
  • Team access sharing
  • Unlimited secure file storage
Part-Time

$999/Month

  • 80 Hours per month
  • Dedicated Insurance Assistant
  • Free replacement
  • Customer Success Manager
  • Ongoing training and oversight
  • Wing Workspace App
  • Scheduled dispatch coverage
  • Limited internal sharing
  • 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.

Wing guarantees responses within three minutes during active service hours. Whether you’re assigning follow-ups, requesting documents, or checking renewal status, your personal virtual assistant responds quickly and keeps work moving.

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.