Industries / Insurance agencies

Grow your insurance agency.

Give new inquiries, renewals, service requests, and administrative follow-up consistent attention while licensed agents handle advice and coverage decisions.

Book your free call

Ten quick questions with Rosie. Leave with a practical starting plan.

Your systems and schedule · You interview and choose · EO coordinates recruiting and payroll
Illustrative portrait of a professionalGlobal talent · illustrative profile
Choose your starting point

Roles that fit your insurance agency.

Build support around licensed agents, from first contact through renewals and client service.

01

Virtual Receptionist

Route calls and gather approved intake details.

Catch inquiries ↗02

Appointment Setter

Follow up with prospects and coordinate appointments.

Book agent conversations ↗03

Customer Service Representative

Respond to routine service questions under your guidance.

Keep clients informed ↗04

CRM & Sales Operations Assistant

Track follow-up dates, notes, and task ownership.

Make renewals visible ↗05

Data Entry Assistant

Update approved fields with checks and access controls.

Keep records accurate ↗06

Admin Assistant

Coordinate documents, calendars, and internal requests.

Support the back office ↗
NEED A DIFFERENT MIX?

Let's shape the right role for your business.

Tell us which work needs a dedicated owner in your insurance agency. We can plan the scope together.

Explore all roles ↗
Book a call ↗
AI solutions + real human talent

AI can surface the next task. Agents own coverage.

A scoped workflow could organize inquiry details, flag renewal dates, or draft routine follow-ups. A person verifies records and routes coverage questions and claims decisions to licensed staff.

  • AI prepares one repeatable part of the workflow.
  • A person checks accuracy and handles conversations or exceptions.
  • Policy advice, coverage decisions, and claims handling stay with authorized professionals.
Explore AI solutions ↗
Illustrative AI assistant conceptAI preparesRenewal flags · intake summaries
Illustrative portrait of a professionalHuman ownsClient contact · licensed decisions
Read before you hire

Your next hire, step by step.

Planning support for your insurance agency? Our nine-step article covers the role brief, interviews, equipment, and onboarding, so you know what to prepare before your new hire starts.

Read the hiring article
Your business, your plan

Let's make a plan together.

Answer ten quick questions about the work, your team, and AI. Rosie will map a practical first step for your insurance agency.

Hover over Rosie or tap her picture to start · About three minutes