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.
$3,000
a month, full-time
3-4 wks
to your hire
The work
What they take off you
Pick what you need. Tell us the rest on the call.
- Policy download and reconciliation in your AMS
- Certificates of insurance and holder updates
- Renewal prep lists 60 to 90 days out
- Endorsements and carrier follow-up
- ACORD form preparation
- Loss run requests and claims status chasing
How it works
We recruit, check and train
$3,000 a month, full-time and dedicated to you. Three to four weeks to your hire.
Weeks 1 to 3WeAssistWe shortlist the top 2%
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.
<0%
of applicants accepted
0%
client retention
0+ yrs
average partnership
0 days
rematch guarantee
Questions from insurance agencies
Start here
Tell us about the role
Two minutes to start
Fill in the form. We call within one business day.