Insurance Agent Assistant
One full-time Insurance Agent Assistant, recruited and trained for your agency
A support hire who works inside your AMS and nowhere else. Policy download and reconciliation, ACORD prep, certificates, renewal lists and endorsement follow-up. Support only: they never bind, quote as agent of record, or advise a client. Not a virtual assistant on a task list, not fractional, not a freelancer.
- Works in AMS360, Applied Epic, EZLynx, HawkSoft or NowCerts
- Support scope only, never binds, quotes as agent of record or advises
- Fewer than 2% of applicants are accepted
- 3-4 weeks from first call to final match
- 30-day rematch guarantee
- Under 2% annual turnover across 500+ placements
Tell us which AMS you run
Tell us which AMS you run and what is backing up. We take it from there.
Companies that hire through WeAssist
Fewer than 2% of applicants are accepted, and 98% of clients stay
Under 2%
of applicants accepted
98%
client retention
2.5+ yrs
average partnership
500+
families supported
Meet the founder
Reef Colman, founder and CEO, on why WeAssist exists.
Why the service desk keeps falling behind
You cannot find a licensed CSR
The local pool is thin, the good ones are already placed, and the producer who should be writing business is the one processing endorsements instead.
Every departure resets you
A CSR leaves, the desk goes unattended, and you pay to recruit and retrain the same role again while renewals keep arriving on schedule.
Download and policy checking never gets done
Reconciliation, policy checking against the binder and commission clean-up are the first tasks to slide, and they are the ones that surface as errors months later.
Renewals arrive whether you are ready or not
Sixty to ninety day renewal prep is predictable work that only gets done if someone owns it, and right now nobody does.
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
- Commission statement reconciliation
- AMS data clean-up and record hygiene in HawkSoft or NowCerts
- Loss run requests and collection
- Client service email triage and templated responses
- Renewal and cross-sell reporting for producers
- SOP documentation for the service desk
- AI workflow automation across the service workflow
Ready to keep the service desk staffed?
Three to four weeks to a staffed service desk
- 01
Discovery call
We learn the agency, the lines you write, the AMS you run and which parts of the service desk are backing up.
- 02
Client success analysis
We turn that into the profile of the person the role actually needs, including the systems they must already know.
- 03
Talent sourcing and screening
We recruit and vet against that profile, testing the AMS and carrier-portal work itself rather than reading it off a resume.
- 04
Client and talent interview
You meet the shortlist and you choose. Ask them to walk you through a download reconciliation or a certificate request.
- 05
Final match
Your Insurance Agent Assistant starts with AMS and carrier-portal access set up, the licensing line they must not cross written down, and 30-day milestones agreed.
30-day rematch guarantee
If the match is not working, we find a better fit at no additional cost.
Hear it from our clients
Real clients on what changed after they hired through WeAssist.
98% of clients stay. Here is what three of them report.
The smoothest change since acquiring the company
Time back at the end of the day
Fewer hats, and better sleep
Book a discovery call
Tell us which AMS you run, which lines you write, and what is sitting undone on the service desk. We take it from there.
Questions agency owners ask before the call
- Are they licensed, and what are they allowed to do?
- Treat the role as unlicensed support. They prepare, process, document and follow up. They do not bind coverage, quote as agent of record, or give advice to a client. Licensed decisions stay with your licensed staff, and we write that scope into onboarding so the line is explicit from day one rather than assumed.
- How do you handle client data and system access?
- Access is scoped to the systems the role needs and nothing else, granted by you through your own AMS and carrier portal permissions so you can see and revoke it at any time. Work stays in your systems, with no local copies of client files. Confidentiality is signed before access is issued. If your errors and omissions carrier has specific requirements, bring them to the discovery call and we build the role around them.
- Will my errors and omissions carrier have a problem with this?
- Agencies using offshore support keep the same controls they already apply to any unlicensed staff member: defined scope, supervised work product, and a licensed person signing off anything that requires a licence. That is the structure we set up. We are not your compliance advisor, so confirm the arrangement with your carrier, and we will document the scope in writing so you have something concrete to show them.
- Do they already know AMS360, Applied Epic or EZLynx?
- We recruit against the systems you actually run and screen for demonstrated experience in them rather than a line on a resume. If you use a less common platform, we look for the closest equivalent experience and cover the difference during onboarding. Tell us your stack on the discovery call and we will be straight with you about what the pool looks like.
- What if they leave after a few months?
- Our annual turnover is under 2 percent, average tenure is over two and a half years, and client retention is 98 percent across more than 500 placements. That is the answer to the turnover treadmill: the reason to hire this way is that the desk stays staffed. If a match is not working there is a 30-day rematch guarantee at no additional cost.
- How much of my time does this cost me?
- The first thirty days cost you real time: scope agreement, system access, and showing them how your agency handles download, checking and certificates. We run the onboarding structure, the expectations mapping and the 30-day milestones, and we stay involved with scheduled check-ins and weekly live AI training afterwards. What we do not do is hand you a resume and disappear.
- What about timezone coverage?
- Coverage overlapping your business hours is agreed before the match, not negotiated afterwards. Service desk work is the part of an agency that most needs to be live when carriers and clients are, so we set the schedule against your hours and hire against it.