Discover our AI Enablement with AVA Insurance OS
AVA Insurance OS provides your agency with an AI workforce for retention, service, and growth. It utilizes existing data, highlights key insights, and empowers your team.
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AVA brings the main areas of agency operations into one environment, from book management and client activity to calling, tasking, growth, and reporting. Users can move between each area below to see what it does and how it fits into the wider platform.
A current view of the agency
The dashboard brings together key information about the book and the work happening around it. Review in-force premium, active policies, retention, renewals at risk, upcoming work, recent calls, and the status of connected data sources from one place.
Feature 1 of 11: Dashboard
AVA supports various agency roles. Owners see the business broadly, operations manage work, service teams understand client activity, and producers focus on valuable opportunities.
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See the full picture of your agency without piecing it together manually
Monitor the book, retention, opportunities, and key operational activity without piecing together information from separate reports.
Keep day-to-day work moving without losing visibility or control
Manage task routing, workload, integrations, and reporting so day-to-day operations stay visible, structured, and easier to oversee.
Handle client work with more context available at the point of action
Review policy, renewal, quote, and call information together so service work can be handled with fewer gaps and less back-and-forth.
Spend more time on opportunities that are actually worth pursuing
Review cross-sell opportunities, previous quotes, and new-business prospects with enough context to focus follow-up where it matters most.
AVA Insurance OS is part of the broader Agency VA product ecosystem.
2,100+
Pre-vetted Virtual Assistants
Skilled insurance VAs matched to agencies and counting.
700+
Local agencies supported
Licensed local agents backed by our teams and software.
$100M
Global payroll processed
Paid out compliantly across 50+ countries — zero headaches.
AVA is designed around a clear division between what the software can surface or assist with and what still requires a person.
AVA works from a synchronized mirror of agency data. It does not overwrite the AMS directly.
If AVA identifies an issue such as a likely duplicate record, the merge is still completed by a person in the source system.
Licensed team members can take over supported live calls when the situation requires it.
Campaigns account for consent, revocation, do-not-call status, pacing, and call history.
The product identifies issues like duplicates or gaps, providing reasoning behind results instead of unexplained suggestions.
AVA identifies when synchronized information was last updated so users know the state of the data they are reviewing.
More than 10,000 companies in the insurance and claims industry are growing with Agency VA. Here's what our clients say about hiring smarter in their field.
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Principal Agent @ Delgado Insurance Group
"Our VA was onboarded and billing clients by day three."
I was skeptical about handing off client-facing tasks to a remote Virtual Assistant, but Agency VA matched us with someone who already knew our AMS and had worked with insurance agencies before. Zero ramp-up time. She's now handling renewals, COIs, and follow-ups, work that used to eat my entire afternoon.
CEO @ Brightpath Benefits Consulting
Managing Director @ Hollis Financial
"The compliance piece alone made it all worth it."
We operate across multiple states and needed someone who understood compliance documentation — not just admin. Agency VA found us a VA with direct experience in multi-state insurance compliance. That's not something you find on Upwork. The vetting process is clearly thorough and specific to our industry.
Operations Lead @ Clearview Insurance
"We scaled our team without scaling our payroll."
We needed three additional team members but couldn't justify the headcount. Agency VA gave us a Trained Service Team that slotted directly into our existing workflow. They came with SOPs, a team lead, and built-in QC. Three months in, our processing times are down 40% and our error rate is near zero.
Founder @ Whitfield Commercial Advisors
"The best investment that I've ever made in this business."
My VA handles quote follow-ups, policy documentation, and client check-ins. Tasks that used to take me two to three hours a day are done before I finish my morning coffee. The quality of work is genuinely impressive — she writes better client emails than most of my full-time staff used to.
CFO @ Apex Group Insurance Brokers
"AVA EOR solved a problem we didn't know how to solve."
We wanted to hire talent in the Philippines full-time but had no idea how to handle local employment law, payroll, or benefits. AVA EOR handled everything — contracts, compliance, monthly payroll — and we were fully set up in under two weeks. It's now our default model for international hiring.
Director of IT @ Pemberton & Associates
"We replaced three part-time hires with one great VA."
We'd been patching together part-time contractors to handle overflow work — it was messy, inconsistent, and expensive when you added it all up. One Agency VA placement replaced all three. Same output volume, better quality, and a fraction of the management overhead. I wish we'd done this two years ago.
Still have a question? Reach out to our customer service team.
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Every VA in our network goes through a multi-stage vetting process — skills assessment, background verification, communication testing, and industry-specific knowledge checks. VAs who pass are then enrolled in our training program, which covers insurance agency workflows, AMS platforms, compliance basics, and client communication standards. By the time we match a VA to your agency, they already understand how insurance businesses operate.
Yes. We match VAs based on your timezone and preferred working hours as a primary filter — not an afterthought. Whether you need someone on East Coast hours, West Coast hours, or a split shift that covers your peak client contact times, we find a VA whose schedule aligns with yours. Availability and overlap are part of every match, not something you negotiate after placement.
Security and compliance are built into our process. All VAs sign NDAs before placement, operate under data handling protocols aligned with insurance industry standards, and are briefed on client confidentiality requirements specific to your state and license type. For agencies with stricter requirements, our team can walk you through additional compliance measures before onboarding begins.
We replace them. If a VA isn't the right fit for any reason — performance, communication, skill gaps, or just personality mismatch — we handle the replacement at no extra cost. Most replacements are completed within five business days. We track placement outcomes and use every case to refine future matches, so the longer you work with us, the better our recommendations get.
Most clients are matched and onboarded within five to seven business days from their first consultation. The process goes: intake call → match presentation → VA interview (optional) → offer and onboarding. If you already know exactly what you need and have your tools ready, we can move faster. The bottleneck is almost never on our end.
A Virtual Assistant is a single dedicated remote professional placed directly with your agency — ideal for owners and small teams who need consistent day-to-day support. A Trained Service Team is a pre-built group of three to ten specialists with a dedicated team lead, standardized SOPs, and built-in quality control — designed for agencies that need to scale output without scaling management overhead. Both options are fully managed through Agency VA.
AVA EOR (Employer of Record) is our global hiring solution for agencies that want to hire international remote workers as full-time employees — without setting up a local entity in another country. We become the legal employer on your behalf and handle contracts, payroll, taxes, and statutory benefits across 150+ countries. You need it if you want to hire internationally with full legal compliance and none of the entity setup cost or complexity.
Discover how AI-powered matching connects you with virtual assistants tailored to your needs — set up in minutes, built to scale.
