Quotes, renewals and carrier portals eating the hours you should be selling?
One full-time Insurance Agent Assistant, recruited and trained for your agency
- 30-day rematch guarantee
- 98% of clients stay
- 2.5+ years average partnership
Tell us which AMS you run
Tell us which AMS you run and what is backing up. We take it from there.
The businesses our Outsourced Professionals work in
The record
Fewer than 2% accepted. 98% of clients stay.
<0%
of applicants accepted
0%
of clients stay
0+ yrs
average partnership
0+
families supported since 2021
What they take
What the role takes off the service desk
- Daily policy download and reconciliation in the AMS
- Policy checking against the binder and the application
- ACORD form preparation
- Certificate of insurance issuance and holder updates
- Renewal prep lists 60 to 90 days out
- Endorsement processing and carrier follow-up
- Comparative rating and personal lines quote prep in EZLynx
- Carrier portal navigation and document retrieval
- Claims first notice of loss intake and status chasing
The cost
What you keep with a WeAssist Insurance Agent Assistant
$33,000 to $39,000
kept in year one versus a US Insurance Agent Assistant
How much would you save with a WeAssist Insurance Agent Assistant?
Drag to the monthly salary of the US Insurance Agent Assistant you have now, or the one you are about to hire. Salary only, before benefits and taxes.
You save with a WeAssist Insurance Agent Assistant$36,600a year, $3,050 a month
That salary times 12, against year one of a WeAssist Insurance Agent Assistant with recruiting, benefits, equipment and training included. An estimate, not a quote.
Ready to keep the service desk staffed?
Book the call. Name the role. Meet your shortlist in three weeks.
Client stories
98% of clients stay. Here is why.
Lisa Shields
Founder, In Alignment Media
I didn't have to do any vetting of the candidates at all. WeAssist brought the five top-talent, best-matched candidates, and what I really appreciated was the thorough vetting they did, not only from a qualification standpoint but from a personality standpoint. It has been the best decision our company has made in the year that we've been around.
Before the call
Two and a half minutes from the founder
- 500+
- families
- 2021
- founded
- <2%
- accepted
Book the call
Hire your insurance agent assistant
Tell us which AMS you run, which lines you write, and what is sitting undone on the service desk. We take it from there.
30-day rematch guarantee
If the match is not working, we find a better fit at no additional cost.
