Week 1You
Tell us the role
One 20-minute call: the work, the hours, the kind of person.
One full-time assistant for your insurance agency
Quotes, renewals and carrier portals take your producers off selling. One trained assistant takes them back.
Fewer than 2% of applicants are accepted. Loved by 61+ business owners.
Top 2%
of applicants accepted
3-4 wks
to your hire
Insurance agencies we work with
Sound familiar?
Where the week goes
- Producers spend the afternoon in carrier portals instead of quoting.
- Renewals surface a week out, not 90 days out.
- Certificate requests stack up in the shared inbox.
The work
What they take off you
A day of your assistant's work. Tell us the rest on the call.
Policy downloads reconciled in your AMS
Overnight downloads matched to the right policies.
Certificates of insurance and holder updates
Certificates out the door while the client waits.
Endorsement requests and carrier follow-up
Open endorsements chased with each carrier.
Renewal prep lists 60 to 90 days out
Next quarter's renewals listed and ready to work.
ACORD form preparation
Forms filled and checked before a producer signs.
Loss run requests and claims status chasing
Loss runs requested and claim updates logged.
Payment reminders and cancellation notices
Clients reminded before a policy lapses.
Producer inbox and calendar
Tomorrow's appointments set and confirmed.
Not included: Binding, quoting as agent of record and coverage advice stay with your licensed staff.
Your tools
Works in the software you already run
We screen for it and cover gaps in onboarding.
Applied Epic
AMS360
EZLynx
HawkSoft- Calendly
- Gmail
- Google Sheets
- Zoom
Proof
Your first 30 days
Every professional is vetted before you meet them.
Before day 1
Logins, SOPs and a first-week agenda set up
Week 1
Foundation: your tools, your processes, no pressure on output
Week 2
Supervised real work, reviewed with you
Weeks 3 to 4
Full workload, weekly reviews
<2%
of applicants accepted
98%
client retention
2.5+ yrs
average partnership
30 days
rematch guarantee
Want to talk to a client? Ask us for references on the call.
How it works
We recruit, check and train
Fewer than 2% of applicants accepted. Three to four weeks to your hire.
Weeks 1 to 3WeAssistWe shortlist three
We source, test and screen. You get three names, not a job board.
Week 3YouInterview and pick
You meet the three. Nobody fits? We go again.
Week 4 onYour professionalWe employ them
Contracts, payroll, equipment, HR, cover. They do the work from day one.
Hours and coverage
On your clock
- Full-time and dedicated to you
- Philippines-based, working US hours
- Hours agreed before the match
- Rematch within 30 days
Security
Your client data stays yours
- Confidentiality signed before access
- Access granted in your own systems
- Revoke access any time
- Work stays in your tools
Questions from insurance agencies
Start here
Tell us about the role
Free discovery call
Limited spots each month
Limited spots each month
Two minutes to start
Fill in the form. We call within one business day.
