Free Consultation
Free Consultation
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Why You Need a Virtual Insurance Assistant
Running an insurance agency in Canada involves countless tasks from processing claims to managing policy documents and client follow-ups. Doing all of it yourself isn’t sustainable.
Hiring a Canadian virtual insurance assistant can help reduce your workload while keeping your operations efficient. With experience in claims, admin support, and CRM tools, they work behind the scenes so you can focus on client relationships and business growth.
What You Get:
Local time zone alignment and privacy law compliance
Claims and policy document assistance
Consistent client communication and task tracking
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What Our
Virtual Assistants Can Do
Our Canadian insurance virtual assistants handle essential back-office operations with accuracy and efficiency, so your team can stay focused on service.
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Claims Processing
Manage claim intake, gather documents, and coordinate with insurers.
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Client Onboarding & Renewals
Assist with paperwork, send reminders, and update client databases.
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Policy Document Management
Organise, digitise, and maintain up-to-date insurance records.
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Lead Follow-Up & CRM Updates
Engage warm leads, log activities, and clean up contact lists.
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Insurance Broker Admin Support
Help brokers with scheduling, database entries, and document tracking.
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Who This Is For
Our virtual insurance assistant services in Canada are ideal for solo agents, busy brokers, and lean firms looking to simplify their operations.
Independent Insurance Agents
Focus on clients while we streamline your admin workload.
Small Insurance Firms in Canada
Run a lean team with our scalable, cost-effective VA support.
Insurance Brokers
Boost productivity with back-office help tailored to your workflows.
HR & Compliance Managers
Get documentation and claims assistance without adding headcount.
Bilingual Insurance Teams
Assistants available with English/French fluency for better communication.
New or Growing Agencies
Scale operations quickly without full-time hiring headaches.
Why Our Service Works
Canada-Specific Compliance
Assistants follow Canadian data handling and insurance documentation standards.
Skilled in Insurance Tools
Familiar with platforms like Applied, Hubspot, or your preferred CRM.
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Reliable Support, No Hiring Hassle
Start fast and scale support as you grow without full-time commitments.
Let’s Get Started,
it’s easier than you think
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Book a Call
Tell us what tasks you need help with.
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Get Matched
We assign the right VA, trained in your industry and tools.
Start Delegating
Enjoy smooth workflows and real results—powered by people + AI.
