KeenlyVAs insurance virtual assistants handle your quoting, renewals, CRM updates, and client follow-ups — so you can focus on building relationships and growing your book of business.
Supporting insurance agents and brokers across the US & Canada
Insurance agents spend hours every week on tasks that have nothing to do with selling — preparing quotes, updating client records, following up on renewals, and managing their inbox. Our insurance VAs take that entire administrative burden off your plate so you can focus on what you do best.
Clients are lapsing because nobody followed up before their renewal date. You're losing policies you already earned — not from competition, but from poor follow-up.
Your agents are spending 2–3 hours preparing quotes that a trained VA could handle in 30 minutes. That's selling time being eaten by data entry.
New clients, updated policies, and closed deals aren't being logged properly. Your CRM is outdated, your pipeline is unclear, and follow-up tasks are falling through the cracks.
Emails, scheduling, document requests, and client calls — by the time you finish the admin, the selling day is over.
A KeenlyVAs insurance VA handles all of this — so your agents can sell from the first hour to the last.
We gather client information, run comparative quotes across carriers, prepare quote summaries, and send them to your agents ready to present — cutting quote preparation time by up to 70%.
We track upcoming renewals, reach out to clients before expiry, prepare renewal quotes, and follow up until the policy is confirmed — reducing lapse rates and protecting your book of business.
We keep your CRM current — logging new clients, updating policy details, setting renewal reminders, and maintaining a clean, organized database in GoHighLevel, HubSpot, or your agency's platform.
We handle outbound follow-up calls and emails to prospects, new clients, and renewal candidates — keeping communication consistent and your relationships strong.
We coordinate client appointments, consultation calls, and agent meetings — managing your calendar so you're always in front of the right people at the right time.
We assist with first notice of loss documentation, claims follow-ups, and client communication during the claims process — providing support when your clients need it most.
From processing applications to updating policy records and managing documents, we handle the daily data entry that keeps your agency running accurately and efficiently.
We monitor and organize your agency inbox, respond to routine client inquiries, flag urgent items, and ensure no client communication goes unanswered.
You're a one-person shop doing everything yourself. A KeenlyVAs insurance VA gives you the capacity of a full team — handling admin, quoting, and follow-ups — so you can take on more clients without working more hours.
Your producers need support but hiring full-time staff is expensive. We provide dedicated VAs who integrate into your agency's workflow, supporting multiple agents with quoting, CRM, and client follow-ups.
You handle both real estate and insurance for your California clients. We have VAs experienced in both industries — providing seamless support across your entire book of business.
Our insurance VA team has supported California real estate and insurance agencies and Canadian insurance brokers for over 5 years. We know insurance workflows, carrier terminology, and compliance requirements — no ramp-up time needed.
We don't just do general admin. Our VAs are trained in the quoting process and renewal management — the two highest-value tasks an insurance VA can handle for your agency.
From California P&C agencies to Canadian insurance brokers, we understand the documentation standards, compliance requirements, and client communication expectations in both markets.
Every KeenlyVAs insurance VA signs a Non-Disclosure Agreement before their first day. Your client policy details, personal data, and business information are handled with complete confidentiality and care.
Book a free 60-minute discovery call. We'll learn your agency's workflow, your biggest admin bottlenecks, and match you with an insurance VA who can start supporting your team within 48 hours.