Private Client Services

The Gold Standard in
Virtual Staffing

Bespoke administrative support exclusively for top-tier US Life Insurance Producers. Elevate your practice with assistants who understand your business.

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500+

Agents Supported

24/7

Global Operations

100%

Sector Specialized

Core Competencies

Precision Support for
Modern Brokers

Lead Nurturing

Transform cold data into booked appointments. Our VAs qualify prospects and manage your calendar with precision.

Policy Administration

Seamless underwriting management. We handle carrier follow-ups, ensuring your policies are issued faster.

Client Retention

Proactive service for your book of business. We manage renewals, billing queries, and annual reviews.

CRM Optimization

Expert management of Salesforce, AgencyBloc, or HubSpot to keep your pipeline clean and automated.

Claims Concierge

Compassionate support during critical times, gathering documentation and liaising with carriers.

Executive Assistance

Reclaim your time. We manage complex scheduling, travel, and priority communications.

Executive Virtual Assistant

The InsurAssist Distinction

We Speak Your Language

Generic assistants require months of training. Ours arrive ready. We recruit exclusively from the financial services sector, ensuring fluency in Term, Whole Life, Annuities, and HIPAA compliance.

01.

Industry Vetted

Every assistant passes a rigorous insurance literacy exam.

02.

Secure & Compliant

Enterprise-grade data protection protocols.

03.

Zero Overhead

No payroll tax, benefits, or long-term contracts.

"My application-to-issue ratio improved by 40% within two months. My VA handles the underwriting headaches, allowing me to focus entirely on client relationships."

James Sterling

Senior Partner, New York Life

Investment

Transparent Pricing

Essential

For Emerging Agents

$950/mo
  • 10 Hours / Week
  • Calendar Management
  • Basic Data Entry
Select Plan
Recommended

Growth

For Scaling Practices

$1,800/mo
  • 20 Hours / Week
  • Lead Calling
  • Policy Administration
  • CRM Management
Select Plan

Elite

For Top Producers

$3,400/mo
  • 40 Hours / Week
  • Dedicated Phone Line
  • Claims Concierge
  • Executive Assistance
Select Plan

Inquiry

Request a
Consultation

We strictly limit our client intake to ensure quality. Please fill out the form below to see if we are a match for your agency.

Headquarters

100 Wall Street, Suite 502
New York, NY 10005

Direct Line

+1 (212) 555-0198

Email

concierge@insurassist.com