AMS360 · Applied Epic
Policy Servicing & Renewals
Endorsements, renewals, and service requests handled directly in your AMS or on the carrier side, so requests stop aging in a queue.
Insurance virtual assistants
Virtual Assistants for Insurance Agencies Policy, Quoting & CSR Support
Your producers should be selling, not rekeying ACORD forms or chasing carriers. A Savvital insurance virtual assistant takes the non-licensed workload off your desk and runs it inside your own AMS.
Every virtual professional clears a 0.2% acceptance rate and trains on insurance workflows before day one. HIPAA-compliant, and most agencies are placed within 7 days.
Starting at $1,400/month
for a dedicated insurance virtual professional
Where the line sits
Stays with your licensed agents
- Binding coverage
- Coverage advice and recommendations
- Final carrier placement decisions
Your virtual professional takes over
- Policy servicing, endorsements & renewals
- Quoting support in EZLynx and PL Rating
- ACORD forms, AMS entry & documentation
- Claims follow-up and carrier status chasing
Why agencies choose us
Why Insurance Agencies Choose Savvital
Most agencies come to us at the same point: the producers are capable of writing more business, but the service work has grown faster than the team. Hiring a local CSR means months of recruiting and a fixed cost that arrives before the productivity does. An insurance virtual assistant closes that gap without changing your systems, your carriers, or how your agency runs.
0
Days to Placement
From your strategy call to a vetted insurance VP working in your AMS.
0.0%
Applicant Acceptance Rate
Roughly two hires for every thousand applicants. Vetting happens before you ever interview.
HIPAA
Compliant Infrastructure
Backed by Cyberfin, with a Business Associate Agreement signed for every client.
0
Day Money-Back Window
If you don't see the value Savvital brings in the first 30 days of onboarding, we'll give you your money back.
The cost comparison is structural rather than a discount. A Savvital plan is one flat monthly rate. It carries no payroll taxes, health benefits, paid time off, workers' compensation, equipment, software seats, or recruiting fees, which are the line items that make an in-house customer service representative cost considerably more than their salary suggests.
Scope of work
What Your Insurance Virtual Assistant Handles
Every task below is non-licensed work that already exists in your agency, and each one names the system, form, or queue it lands in. Your virtual professional works inside your AMS and your carrier portals rather than in a separate tool you would have to check.
EZLynx · PL Rating
Personal & Commercial Lines Quoting
Risks run through your rating software and finalized carrier-side, with a clean comparison handed to your agent for the coverage conversation.
ACORD 25 · 125 · 140
ACORD Forms Management
Generating, amending, and filing ACORD forms so applications and change requests move the same day instead of sitting on a producer's desk.
Carrier portals
Claims Follow-Up & Status Tracking
Chasing carrier updates, logging status in the AMS, and keeping the insured informed. Adjudication stays with the carrier and your licensed team.
Pending cancellation queue
Cancellations & Pending XLN
Every pending cancellation tracked from ACORD form through carrier confirmation, with follow-up until it clears or reinstates.
Service line · Follow-ups
Inbound & Outbound Client Calls
Service calls answered, document and payment follow-ups completed, and anything needing a licensed opinion escalated to your agent.
Beyond these six, insurance virtual professionals regularly take on billing maintenance and payment discrepancies, replacement cost estimates, commercial proposals, e-signature coordination, meeting notes and follow-ups, and documenting your agency's processes as they learn them. The full capability list lives on the insurance associate role page.
Your stack, not ours
AMS & Agency Platforms Your VA Works In
Your virtual professional comes pre-trained on the systems agencies actually run, then trains on your specific configuration during pre-onboarding. There is no learning curve for you to absorb and no migration to sit through.
Virtual professionals also work in sales and CRM platforms such as AgencyZoom, and directly in carrier portals including Progressive, Travelers, Safeco, Nationwide, and Acuity. All of it runs on HIPAA-compliant infrastructure with private VPNs and endpoint protection through our security partner, Cyberfin.
The comparison
How Savvital's Insurance Virtual Assistants Are Different
Most agencies weighing an insurance virtual assistant are really choosing between three options: an offshore staffing agency, a local hire, or leaving the work on the producers. The differences that matter are rarely on the sales page, so here they are directly.
| What Matters | Savvital | Typical VA Agency | In-House CSR |
|---|---|---|---|
| Monthly cost | $1,400–$2,300 flat | Quote on request | Salary + taxes, benefits, PTO, equipment |
| Time to placement | 7 days | Varies | Weeks of recruiting and interviews |
| Dedicated, not pooled | One named VP on your team | Often a shared pool | Yes |
| Insurance training before day one | ACORD, quoting, and AMS navigation | Varies | You train them |
| HIPAA-compliant infrastructure | Cyberfin-backed, BAA signed | Varies | Your responsibility to build |
| Human-led AI workflows | Built into how VPs work | Rarely offered | Varies by hire |
| 30-day money-back window | Included | Rarely offered | Hiring cost is sunk |
Two rows deserve a note. “Dedicated, not pooled” means one named virtual professional learns your carriers and your files, and is the same person next quarter. Pooled models rotate whoever is free. And the 30-day window means that if you don't see the value in your first 30 days, we'll give you your money back.
Human-led, AI-augmented
The AI + Human Difference
Your virtual professional uses AI the way a strong analyst uses a spreadsheet: to get through the mechanical part of the work faster and spend the saved time on judgment.
In practice that means a long renewal document summarized into a one-page brief before your producer opens it, a first draft of a client email written from call notes, carrier data reformatted into the structure your AMS expects, and the skeleton of a commercial proposal built in minutes instead of an afternoon.
The word that matters is draft. A person reviews, corrects, and owns every output before it reaches your client or your carrier. Nothing goes out because a model produced it. You work with a named human being who is accountable for the file, and the AI is simply how they get more done in the same day.
More on how this works across our team: AI-augmented virtual assistants.
Getting started
How It Works
There is no procurement process and no setup fee. The work on our side happens before you meet anyone, so the time you spend is a half-hour call and a set of interviews.
Free 30-minute strategy call
We walk your agency's workload with you and separate what legally has to stay with a licensed agent from what a virtual professional can take over immediately.
Your VP is matched in 7 days
We recruit, vet against a 0.2% acceptance rate, and run insurance-specific onboarding on your systems and processes before you ever meet a candidate.
Dedicated support starts
Daily end-of-day reports from the first week, daily check-ins through onboarding, and a client success account manager who owns the relationship.
Social proof
What Insurance Agency Owners Say
Insurance is the vertical we have served longest, including a multi-year partnership with Big I Minnesota and Big I Oklahoma.
Loading reviews...
Answers
Frequently Asked Questions
Yes. Savvital's insurance virtual professionals are trained on Vertafore AMS360, Applied Epic, EZLynx, QQ Catalyst, and HawkSoft, along with rating tools like PL Rating and sales platforms like AgencyZoom. Training on your specific configuration happens during pre-onboarding, before your VP's first day, so they work inside your existing workflows rather than asking you to change them.
Yes. Savvital operates on HIPAA-compliant infrastructure backed by our security partner Cyberfin, including private VPNs and endpoint protection, and we sign a Business Associate Agreement with every client.
Non-licensed work only. That covers policy servicing and renewals, quoting support for personal and commercial lines, ACORD forms, AMS data entry, claims follow-up and status tracking, pending cancellations and XLN, billing maintenance, replacement cost estimates, commercial proposals, and inbound and outbound client calls. Licensed activities such as binding coverage and giving coverage advice remain with your licensed agents.
Most agencies have a virtual professional placed within 7 days of their strategy call. Recruiting, vetting against a 0.2% acceptance rate, and insurance-specific onboarding all happen before your VP starts, so the first week is spent on your processes rather than on industry basics.
The Focus Plan is $1,400 per month for a part-time virtual professional at 20 hours per week. The Scale Plan is $2,300 per month for full-time support at 40 hours per week. Both are flat monthly rates with no long-term contracts, and neither carries payroll taxes, benefits, paid time off, workers' compensation, equipment, or recruiting fees.
If you don't see the value Savvital brings within the first 30 days of onboarding, we'll give you your money back. Short of that, your client success account manager runs a structured replacement process: you're presented with new candidates to interview, and both the account manager and your outgoing VP support the replacement through training and your agency's processes so the transition doesn't cost you momentum.
Still comparing plans? You can see full pricing side by side, including what each plan covers and where the Focus and Scale plans differ.
Ready to reclaim 20+ hours a week?
No contracts. No setup fees. A 30-day money-back window. See pricing