Insurance virtual assistant: get renewals and data entry off your licensed team's desks

One trained assistant for your renewals, data entry, document chasing and service emails, so your licensed people sell and advise. Employed and managed by us, from around $8.80 an hour.

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  • $8.80/hr Starting rate on a monthly plan
  • 1 One dedicated assistant, not a shared pool
  • 2 weeks Typical time from first call to onboarded
  • Singapore Headquartered at Paya Lebar Square

Your licensed team shouldn't be keying data all day

Renewal lists, policy changes, missing documents, service emails. In most agencies that work sits with the people who hold the licence, so they're keying data instead of quoting and advising. An insurance virtual assistant takes the keying.

Quotes shouldn't stall while your brokers chase information

Your assistant gathers what each file needs and keeps it moving, inside your agency management system and inbox, in your hours.

  • Renewal lists pulled each month and reminder emails sent to clients
  • Client details and documents gathered before a quote
  • Applications and forms checked for missing information
  • Policy changes entered for a licensed person to approve
  • Certificate requests prepared for your team to check and issue
  • Service emails answered from your templates, with advice questions passed to a licensed person
  • Claims paperwork collected and followed up by email
  • Your agency management system and CRM kept up to date

The licensed work stays with your licensed people

Advising clients, recommending cover and anything your licence covers stay with your licensed people. Your assistant prepares, checks and chases. The rules differ by market, so you decide where the line sits for your agency.

Will they know your agency system, or will you train them from scratch?

Tell us your agency management system on the call and we'll look for assistants who've worked in it. Your renewal routine goes into Crewhall, written once as steps your assistant ticks off, so every file gets the same steps.

A local service hire, a freelancer or a managed assistant: what each costs you

A local service hire costs a full salary plus everything around it. A freelancer means a new person on your files every few months. A Catalyst assistant starts from around $8.80 an hour on a monthly plan, up to 70% below a local hire. We recruit, vet, employ, pay and equip them, so you add capacity without becoming the employer.

The same assistant on your renewals every week, with a trained backup

One dedicated person learns your carriers, your clients and how you work. If they're on leave, a trained backup picks up from the routines in Crewhall, so renewals don't slip. If the fit isn't right, we match you with someone else. Chat, routines and the end-of-day report, with what they did and the hours they worked, sit in Crewhall, which comes free with your assistant.

How it starts

  1. Book a call. Tell us the work you want off your desk, the software you use and your hours.
  2. Meet your assistant. We shortlist pre-vetted assistants and you meet them before anyone starts.
  3. Write it down once. Your steps go into Crewhall, the app your assistant works in, as routines during onboarding.
  4. Start on live work. Your assistant picks up your files in your working hours, and you read their end-of-day report each evening.

Insurance virtual assistant questions

What does an insurance virtual assistant do?

The admin around your policies: renewal lists and reminders, data entry, document chasing before a quote, application checks, policy changes for approval, certificate requests, claims paperwork and service emails. They work remotely, inside your systems, in your hours.

What can an unlicensed assistant do in an insurance agency?

The admin. Advising clients, recommending cover and anything your licence covers stay with your licensed people. The rules differ in Singapore, Australia, the UK and the US, so you decide where the line sits for your agency, and your assistant works inside it.

How much does an insurance virtual assistant cost?

From around $8.80 an hour on a monthly plan, part-time or full-time. That's up to 70% below a local hire, and the recruitment, payroll and equipment are ours.

How do I keep client data safe?

You control the access. Your assistant gets their own login to your agency management system and inbox with the permissions you set, and you can remove it whenever you like.

Will they know my agency management system?

Tell us which one you use on the call and we'll look for assistants who've worked in it. Your renewal routine goes into Crewhall as steps either way.

Will they work my hours?

Yes. Assistants are matched to your working hours.

Do you work with financial advisers too?

Yes. Financial advisers have their own page: virtual assistants for financial advisors.

What if they aren't the right fit?

Tell us and we'll match you with someone else.

How fast can I start?

Most clients are matched and onboarded within two weeks of the first call; the exact time depends on the role.

Helpful guides

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