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Hire Managed Virtual Assistants






    Licensed Insurance Specialist

    Policies Shouldn’t Fall Apart Between Requests

    Licensed-Insurance-Specialist
    10,000+ Active Assistants Powering 10,000+ Companies

    What Wing Assistants Get Done Every Day

    Check (1)
    Six renewals reviewed and moved forward. One policy caught before lapse.
    • Updated in AMS
    Check (1)
    Three endorsement requests processed. Coverage updated and documents reissued.
    • Updated in carrier portal
    Check (1)
    Two certificates generated and sent same day. No client follow-up needed.
    • Checked in AMS
    Check (1)
    Four quotes prepared and followed up. No “sent but sitting” deals.
    • Updated in rating tool

    Your Licensed Insurance Specialist Handles

    01
    Policy Servicing
    • Process endorsements
    • Update policy details
    • Issue revised documents
    02
    Renewals
    • Track upcoming renewals
    • Request updated quotes
    • Follow through to bind
    03
    Quote Preparation
    • Prepare carrier quotes
    • Send policy options
    • Follow up on quotes
    04
    Client Requests
    • Handle policy questions
    • Send certificates (COIs)
    • Respond to coverage updates
    05
    Claims Coordination
    • Log claim details
    • Share carrier updates
    • Track claim status
    06
    Documentation
    • Update AMS records
    • Upload policy documents
    • Log client activity

    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.

    The Issue Isn’t Volume—It’s What Sits Between Steps

    You’re not short on people doing the work, but policies still stall between steps.

    Your Wing Virtual Assistant stays inside your AMS and carrier workflows, pushing endorsements, renewals, and follow-ups through until nothing is left unfinished.

    How Wing Keeps Policies Moving Without You

    This isn’t shared coverage or task-based help. One licensed specialist stays inside your policy workflow, backed by support, so work doesn’t stall, reset, or depend on you checking behind it.

    Flexible, No-Commitment Monthly Support

    Increase support during renewal-heavy periods or when policy volume grows. Scale back when activity slows—no hiring or restructuring required.

    Secure and Compliance-Ready

    Wing is SOC 2–certified and HIPAA-compliant. Data is encrypted (SSL 2048-bit in transit, AES-256 at rest), with restricted, authenticated, and logged access.

    NDAs and System-Level Access Control

    Access is permission-based. Your assistant works inside your AMS and carrier systems with defined roles, so updates stay controlled and aligned with your workflows.

    Dedicated Specialist with Backup Coverage

    One specialist handles your policies day to day. If coverage needs increase, support expands without delaying renewals, restarting work, 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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    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.)

    Licensed Insurance Specialist Pricing

    Choose part-time or full-time support depending on policy volume, renewal load, and daily servicing needs.
    Work stays with one licensed specialist, with bilingual support when needed, and coverage that adjusts without adding coordination back to you.

    One legal firm reclaimed over 100 hours for casework with consistent intake, scheduling, and document handling.

    Full-Time
    16% Savings

    $1,299/Month

    • 160 Hours per month
    • Dedicated Licensed Insurance Specialist
    • 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

    $650/Month

    • 80 Hours per month
    • Dedicated Licensed Insurance Specialist
    • 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 licensed insurance specialist who works inside your systems during scheduled hours. Over time, they learn your policies, carriers, and workflows so work stays consistent without being passed between people or needing re-explanation.
    You choose the schedule based on policy volume and renewal cycles. Coverage can match your business hours or expand during peak periods, similar to how teams hire a licensed insurance specialist when workload increases.
    Yes. You can communicate from anywhere using the Wing app, Slack, email, or phone while work continues inside your systems, similar to working with a licensed insurance specialist company embedded in your workflow.
    Within scheduled hours, you can assign as much work as needed. There are no per-task limits, so endorsements, renewals, and quotes are handled continuously without sitting or rolling over, similar to having a licensed insurance specialist for hire.
    Extended coverage is available if needed, without changing how the work is managed. This supports teams that need licensed insurance specialist support across time zones or high policy volume.
    Most teams use Slack, email, or the Wing app. Your assistant works inside your systems, so communication stays simple and tied to the work in progress, similar to working with a licensed insurance specialist agency.
    Your assistant is a professional licensed insurance specialist trained in policy servicing, renewals, endorsements, and carrier workflows. They work within your systems and access controls, following your processes so nothing changes without your oversight.
    During scheduled hours, updates and requests are handled quickly so policies don’t sit unprocessed or renewals fall behind, which is critical for teams that outsource licensed insurance specialist work.
    Yes. Your assistant works directly inside your existing systems using role-based access, including AMS platforms, CRMs, and carrier portals. As part of licensed insurance specialist services, they are also trained in AI workflows and tools, so work moves faster without changing how your systems are set up or how you stay in control.
    If something needs attention, support steps in without interrupting ongoing work. Policy servicing, renewals, and follow-ups continue without delays, giving you a way to get a licensed insurance specialist without managing gaps yourself.