Renewal administration
Gather information, track deadlines, and prepare files for licensed staff review.
VIRTUAL ASSISTANT STAFFING FOR INSURANCE AGENCIESAn Insurance VA.
From$8/hr
An Insurance VA.
More time for clients.
Get a dedicated VA for renewal prep, certificates, and endorsement follow-up—so producers can focus on clients and new business.
Find my Insurance VARenewal prepCertificatesEndorsement follow-up
Why teams hire a VA
Your agency's service work keeps growing.
01Renewals and carrier requests create a constant administrative queue.
02Certificates, endorsements, and data entry pull licensed staff away from client conversations.
03A generic VA may need too much ramp-up on agency language and systems.
The role
Put an insurance VA on the daily load.
Define a role around the line of business, tasks, and systems your agency uses.
Certificates and documents
Intake requests, assemble approved details, and track issuance or delivery under agency procedures.
Endorsement follow-up
Monitor open requests, missing information, and carrier responses.
Agency back office
Support inboxes, data entry, account updates, and client scheduling as directed.
The boundary
Your agency remains the insurance provider.
A VA supports the operation; your licensed people make the licensed calls.
Your insurance virtual assistant
Handles delegated administrative tasks within your agency's approved procedures and access.
Your licensed staff
Retain coverage advice, policy decisions, binding authority, and client relationships.
CloverCX and SnappyInsurance
CloverCX supplies staffing to agencies. Any future SnappyInsurance brokerage remains separate in data, sales activity, and licensed decisions.
A staffing fit
Staff for your agency's workload.
Choose the responsibilities and coverage that give your licensed team breathing room.
What we define together
- Lines of business and administrative duties
- Part-time or full-time coverage and working hours
- Agency systems, access, and training plan
- Monthly staffing terms and performance check-ins
Good to knowClear answers
Clear answers
before we begin.
Does the VA give coverage advice or bind policies?
No. Licensed decisions, advice, and binding authority stay with your agency's licensed personnel.
Can the VA work in our agency management system?
The role can be scoped around your approved systems and workflows. Your agency controls access, training, and review.
Is CloverCX the same as SnappyInsurance?
No. CloverCX is a staffing provider to agencies. SnappyInsurance is a separate future brokerage concept; client data, sales activity, and licensed decisions stay separate.
Ready for more capacity?Get the Insurance VA your
Get the Insurance VA your
team needs.
Tell us what you’d hand off first. We’ll help you find a VA for the role.