TRUSTED ACROSS THE INDUSTRY

Hear from insurance leaders on what changed after Agency VA

Principal agents, CFOs, and agency owners don't hand off client work lightly. Here's what happened when they trusted Agency VA with quoting, renewals, compliance, and the back-office work that was quietly eating their days — in their own words.

Daniel Osei

Managing Partner @ Osei & Clarke Brokers

"It felt like hiring a 10-year veteran, not a Virtual Assistant."

We expected to spend a month training someone. Instead they walked in already fluent in our AMS and the P&C workflow. The ramp-up we'd budgeted for simply didn't happen.

5.0

Naomi Feldman

Agency Owner @ Feldman & Rowe

"Better client emails than my in-house team wrote."

I assumed remote support would mean a drop in quality or make communication more difficult. The opposite has happened. Communication is sharper, documentation is cleaner and more consistent, and everything feels much more organized. The team is responsive, easy to work with, and quick to follow through, and we’ve even had clients specifically compliment the level of responsiveness and communication.

4.0

Ryan Delacroix

Director of Operations @ Coastal Underwriters

"Compliance was the part that scared me. Not anymore."

Hiring internationally felt like a legal minefield. AVA EOR handled contracts, local law, and payroll end to end. We got the talent we wanted with none of the exposure I was losing sleep over.

5.0

Grace Alister

Principal @ Primus Financial Group

5.0

Marcus Delgado

Principal Agent @ Delgado Insurance Group

4.7

Victor Salcedo

Managing Director @ Salcedo Benefits Group

"We scaled without adding headcount overhead."

Every busy season used to mean scrambling to find, hire, and train temporary staff just to keep up with demand. Now we can scale our Agency VA support up or down as volume changes, without disrupting the workflow. We get the coverage we need during peak periods, maintain consistent output, and avoid the recruiting churn, onboarding headaches, and fixed costs that used to come with seasonal hiring.

4.3

Anthony Ballard

Founder @ Ballard Commercial Group

"One placement paid for itself in a month."

I was drowning in quote follow-ups, and slow response times were costing us deals we should have been closing. Since bringing on my VA, quotes are going out the same day and follow-ups are handled consistently without me having to chase every detail. We started recovering opportunities almost immediately, and the additional revenue we brought back in covered the cost of the support far sooner than I expected.

5.0

Anthony Ballard

Founder @ Ballard Commercial Group

"One placement paid for itself in a month."

I was drowning in quote follow-ups, and slow response times were costing us deals we should have been closing. Since bringing on my VA, quotes are going out the same day and follow-ups are handled consistently without me having to chase every detail. We started recovering opportunities almost immediately, and the additional revenue we brought back in covered the cost of the support far sooner than I expected.

5.0

Priya Raman

CEO @ Raman Risk Advisors

4.5

Sofia Marchetti

VP Operations @ Meridian Insurance Partners

"The bilingual support opened a whole market."

We were turning away clients we couldn't serve properly. Agency VA placed a bilingual specialist who now handles that entire book — clients who'd have walked are staying and referring others.

4.2

Lena Whitmore

Operations Director @ Harbor Point Agency

"Renewals stopped slipping through the cracks."

Our retention was leaking because nobody owned the renewal calendar. Agency VA's renewal support now stays ahead of every expiration and remarkets where it helps. Our book is healthier than it's been in years.

4.5

Hannah Brooks

COO @ Brookstone Insurance Services

"I stopped being the bottleneck."

Everything used to route through me because I didn't trust the handoff. Agency VA changed that. Tasks get done right the first time, and for the first time the business runs without me touching every step.

5.0
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