Why Texas Edge Virtual Assistants?
Your agency will grow when your team can focus on client relationships instead of back-office tasks.
Cost Effective
Trained*
Top Security
High Savings
*Texas Edge Virtual Assistants are fully trained on the ELITE Agency Training System. Please see below for more specific training.
Trusted By:
How Can Virtual Assistants Benefit Your Insurance Agency?
Time Management: By handling routine administrative tasks, the assistant allows the agency owner to allocate more time to strategic planning, client acquisition, and business development.
Efficiency Improvement: Increases the overall efficiency of the agency by ensuring that paperwork is organized, data is accurate, and processes are streamlined.
Client Satisfaction: Assists in providing prompt and accurate information to clients, contributing to a positive client experience and satisfaction.
Focus on Growth: Enables the agency owner to focus on business growth, networking, and building strong relationships with clients and partners.
Book a call with our sales team
Contact us today for a free no-obligation consultation.
What Our Customers Are Saying
Steve
P&C agent in Texas
"Working with Texas Edge VA has significantly increased my business
outcomes. With their highly trained staff, I was able to begin using my VA
immediately so I could focus on income producing activities. Compared to this
point last year, I've increased premiums sold by 178%. The VA I work with is
available during my U.S. working hours and is in constant contact with me
throughout the day. I am very grateful to have found Texas Edge VA and will
continue to work with them as I grow my business further."
Frequently Asked Questions
What are the tasks an Insurance Virtual Assistant can do?
A virtual assistant task list consists of the following a VA can complete:
-
Maximize your client relationship management (CRM) or associate management system (AMS)
-
Organization and lead management
-
Email management and marketing
-
Virtual reception service
-
Team concierge
-
Internal quote preparation
-
Tasks assistants can complete are not limited to only these. A virtual assistant tasks list can be more.
Are virtual insurance assistants available 24/7?
Not all insurance VAs are available 24/7. In most cases, our VAs work during the standard office hours of the agent or agency they support. This ensures they are aligned with your business schedule and available when you and your clients need them most. If extended hours or time zone coverage is needed, we can help create a coverage plan to meet those specific requirements.
Are virtual insurance assistants able to handle complex insurance issues?
Indeed, VA agent is trained to handle various insurance-related tasks, including complex issues. For instance, a virtual home insurance agent will have a solid knowledge of home insurance coverages. Still, an insurance assistant may also work closely with Licensed Insurance Agents or other professionals to ensure customers receive accurate and helpful information.
Are virtual insurance assistants licensed?
Our virtual insurance assistants are not licensed by design. They handle all administrative and support tasks that do not require a license—such as processing policy changes, managing certificates, quoting support (without advising or binding), CRM updates, and document follow-ups—so your licensed agents can focus on advising clients, binding coverage, and closing sales. This keeps your agency efficient while remaining fully compliant.