Insurance Virtual Assistant Services for Agencies

(Launch in 2-3 Days)

• Cut Admin Costs 70%
• Stop Drowning in Service Tasks

⏱️

2-3 Day Start

Fastest onboarding

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$1,300/month

Transparent pricing

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Top 1% Talent

30 years of experience in the insurance industry

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English & Spanish Native VAs

+ 10 Additional Languages

Overcome Insurance Agency Challenges with Ocean Virtual Assistant

Running an insurance agency comes with unique challenges:

Lower Commission Levels

Save up to 70% on staffing costs with our affordable VA plans.

Price Increases Leading to More Rewrites

Retain clients effortlessly with experienced VAs managing renewals and proactive communication.

Difficulty Finding Motivated Staff

We hire only the top 1% of candidates with proven insurance experience, just results from day one.

Rising Staffing Costs

Eliminate payroll taxes, equipment expenses, and HR headaches with our flat-fee model.

What Our Experienced Insurance VAs Handle

Ocean VAs integrate seamlessly into your existing operations—handling time-consuming administrative tasks so your licensed agents can focus on sales, complex underwriting, and high-value client relationships.

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Policy Servicing & Admin

Free your agents from paperwork

COIs & Certificates of Insurance
Policy endorsements & changes
Renewal processing & follow-up
Mortgagee changes & updates
Loss runs & claims documentation
Data entry in AMS systems
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Customer Service & Communication

Keep clients happy and informed

Inbound call handling
Email management & responses
Policy questions & inquiries
Payment processing & follow-up
Appointment scheduling
Client status updates
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Back Office & Operations

Streamline your daily operations

AMS data entry (Applied/AMS360/EZLynx)
Document management & filing
Accounting tasks & reconciliation
Monthly/quarterly reporting
CRM updates & maintenance
Database cleanup & organization
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Multilingual Support & Growth

Scale without limits

10+ languages including English & Spanish
Serve diverse client base
Flex capacity for renewal season
Scale up/down as needed
No overhead or office space
Add VAs during growth phases
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The Result: Your Licensed Agents Focus on What Matters Most

While Ocean VAs handle the administrative heavy lifting, your licensed agents can focus on:

Sales and new business development
Complex underwriting decisions
High-value client relationships
Strategic agency growth

Why Insurance Agencies Choose Ocean VA Over Generic VA Companies

We're Not Just a VA Company—We ARE Insurance Professionals

🏢

Founded by Insurance Professionals

Ocean VA was built by licensed insurance agents with 30 years of real-world P&C experience—not tech entrepreneurs who think insurance is 'just data entry.' We've lived your world: the panic of renewal season backlogs, the 2pm COI emergency, the carrier portal that logs you out mid-endorsement, and the client who doesn't understand why their premium went up.

What this means for you:

We understand your pain points because we've lived them—from renewal chaos to COI emergencies to E&O anxiety.

We Hire Experience, Not Train From Scratch

Unlike competitors who recruit anyone and spend weeks teaching them what a COI is, we hire VAs who already have insurance operations experience. No 30-60 day ramp-up time wasted on basic concepts. Your VA understands endorsements, loss runs, and mortgagee changes from day one.

What this means for you:

No training delays. Your VA is productive immediately because they come with insurance knowledge, not a blank slate.

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Top 1% Insurance-Experienced Talent

We don't just hire the top 1% of applicants—we hire the top 1% of insurance-experienced applicants who know AMS systems, carrier workflows, and policy servicing. They understand the difference between an endorsement and a rewrite, and why COIs have SLAs measured in hours, not days.

What this means for you:

Your VA knows insurance operations, not just general admin. They speak your language and understand your urgency.

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30 Years

of insurance industry knowledge built into every process, hire, and support interaction

Walker Insurance has managed over $100M in premiums across 30 years in Florida's toughest market. We've lived the same pressures you face—rate hikes, carrier exits, retention battles, and margin compression.

Ocean VA was born from that experience. We know what works because we've done it ourselves—and we're helping agencies across the country do the same.

Trusted by Insurance Agencies Nationwide

The numbers speak for themselves

70%

Average Cost Savings

vs hiring in-house staff with benefits and overhead

100+

Insurance Agencies Served

From independent agents to regional firms across the U.S.

Top 1%

Hiring Standard

Only the best insurance-experienced candidates join our team

10+

Languages Supported

Including English and Spanish fluency for diverse client bases

Ready to save on time & up to 70% on costs?

Find the time that works best for you & book a FREE discovery call today.

Ocean Virtual Assistant Solutions

  • 30 min
  • Video Call or Phone Call
Booking Demo

Why Insurance Agencies Choose Ocean VA

See how we compare to typical VA companies

Feature Ocean VA Typical VA Companies
Talent Selection Top 1% only Varies (3-10%)
Start Time 2-3 days 1-2 weeks
Pricing Starting at: $1,300 (transparent) Hidden/Variable
Setup Fees $0 $500-2,000
Language Support ✓ 10+ Languages Limited
Education Trained and specialized professionals Not required
HIPAA Compliance ✓ Fully compliant Only a few

Transparent Pricing — No Startup Fees

We don't hide our pricing—we believe in transparency. One simple plan—scale up or down anytime.

MOST POPULAR

Full Time Plan

Starting at:
$1,300 / monthly
40 hours/week
  • No Startup Fee
  • No Lock-In Contract
  • Flat Monthly Fee
  • No Additional Fees Ever
  • No Cost VA Replacements
  • No Equipment Expense
  • No PTO Expense
  • No HR Issues
Get Started
Need fewer hours? Ask about our Part-Time plan
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Compare: Full-time US employee costs $40K-60K/year + benefits

In-house Employee: $40,000-$60,000/year + benefits (~$50,000-$75,000 total)
Ocean VA Full-Time: $15,600/year
Your Savings: $24,000-$44,000/year (60-70%)
Calculate Your Savings →

Trusted for our unmatched expertise

Don't just take our word for it

D
Dustin Lewis
Oct 7, 2024

Ocean VA Solutions has been a game changer for my agency. Their VAs handle complex tasks like COIs and billing audits with ease. They're truly part of my core team—customers even ask for them by name! Great service, unbeatable pricing, and top-notch professionalism. Highly recommend.

A
Albert Johnson III
Nov 18, 2024

Ocean VA has a great addition to our team. Maria is doing an outstanding job with our day to day operations and service to our customers.

D
Donnie Browne
Apr 4, 2024

Running my insurance agency without Ocean VA Solutions would be unimaginable. Our virtual assistant has seamlessly integrated into our team, handling everything from appointment scheduling to policy updates. Their dedication and professionalism have enabled us to deliver exceptional service to our clients.

J
Joan Luistro
Dec 3, 2024

Amazing service! Marketing my listings was always a challenge because I simply didn't have the time. But after hiring a virtual assistant from Ocean VA Solutions, I now have someone who handles all my marketing materials. She creates professional flyers, schedules posts, and even helps with my email campaigns.

Meet A Few Of The VAs Making A Real Impact

Ximena Mora

Virtual Assistant

Jill Nicole Cabusora

Virtual Assistant

Katherine Indaburo

Virtual Assistant

Want to see all of our available VAs with full Bio?

View All Available VAs

Onboarding Timeline

From contract to live in 2-3 days. Unlike competitors who take weeks, we get you up and running in 72 hours or less.

1

Tell Us What You Need

Book a call, share your requirements, and sign the agreement. We match you with pre-vetted candidates.

2

Meet Your VA & Grant Access

Interview your matched VA, approve the fit, and provide AMS/tool credentials and SOPs.

3

Workflow Alignment

Your experienced VA reviews your agency's specific processes and priorities. Quick sync on your SOPs and system preferences—no teaching insurance basics needed.

4

Go Live & Start Getting Results

Assign first tasks (COIs, renewals, data entry). Your VA is productive from day one.

⚡ Average time to first completed task: 48 hours

Your VAs Already Know Your Software Stack

No training delays. No learning curves. Our VAs come with hands-on experience in the exact systems your agency uses daily.

Applied Epic

AMS360

EZLynx

QQCatalyst

Frequently Asked Questions

Handle policy servicing, customer service, back office operations, AMS data entry, document management, and multilingual support.

Yes. COIs, endorsements, renewals, mortgagee changes, loss runs, and claims documentation.

Yes. Applied Epic, AMS360, EZLynx, and other insurance software.

Yes. Inbound calls, emails, policy questions, payment processing, and appointment scheduling.

Yes. 10+ languages including English and Spanish for diverse client bases.

Yes. Document management, accounting tasks, reconciliation, reporting, and database cleanup.

Yes. Trained in insurance terminology, compliance, and industry best practices.

Starting at $1,300/mo (40h/week). No setup fees. Month-to-month.

We replace and retrain at no cost.

Discovery call → shortlist candidates → interviews → onboarding → go live in 2–3 days.

Ready to Launch Your Insurance Virtual Assistant in 2-3 Days?

No startup fees. Transparent pricing. Experienced insurance professionals. Bilingual support.

Get started today with a dedicated VA who understands insurance operations.