Agency VA review for insurance agencies: pricing, tasks and licensing
Agency VA supplies remote assistants and managed service teams to insurance agencies. Most assistants work from its offices in the Philippines, with Spanish speakers in Latin America.
It fits P&C agencies that want either one dedicated assistant or a team that takes on whole tasks. Prices start at $2,349 a month for an assistant and $3,449 a month for a trained team.
- Best for
- Agencies that want a dedicated assistant or a managed team, with licensed help available
- Price
- From $2,349 a month per assistant, billed monthly
- Where they work
- The Philippines and Latin America
- Licensed staff
- Available, including US-based P&C licensed candidates. Their price isn't published
- Dedicated or shared
- Dedicated assistants or managed teams
- Languages
- English and Spanish
Our take
Agency VA gives you more ways to buy than most firms here. You can hire one dedicated assistant, rent a trained team for common tasks or hand whole workflows to its Autopilot service.
It is one of the few that offers P&C licensed assistants, though their price isn't published. Its time tracker sends you a daily report with hours, activity and screenshots, which helps if you worry about remote work.
The gap is the contract. No minimum term, notice period or direct-hire terms are published, so get them in writing before you sign.
Pros
- Published monthly starting prices
- P&C licensed assistants available
- Choice of a dedicated assistant or a managed team
- Daily reports with hours, activity and screenshots
- Spanish-speaking assistants from Latin America
Cons
- No published minimum term, notice or direct-hire terms
- Licensed states and lines per assistant aren't listed
- Backup cover is listed only for Autopilot
- Autopilot is quote only
Pricing and setup fees
| Plan | Starting price a month | What you get |
|---|---|---|
| Virtual AssistantsOne dedicated assistantWhere most agencies start | $2,349 | Recruiting, training, local management, payroll and benefits |
| Trained Service TeamsA team for common tasks | $3,449 | Quoting, renewals, certificates and phone support by a trained team |
| AutopilotHand off whole workflows | Quote only | Phone servicing, renewal and reshop work or daily carrier and AMS tasks, with a team manager and backup |
| Payroll-only serviceAgencies that found their own worker | $299 | Agency VA becomes the legal employer of a worker you recruit and runs payroll, benefits and compliance. No recruiting or training |
Starting prices each month, billed monthly, as last seen on October 4, 2026. Agency VA's site was down when we tried to recheck on October 9. The Virtual Assistants and team prices are per assistant or team.
- Setup or placement fee
- No setup fee is published. Recruiting is included in the Virtual Assistants price.
What it would cost you
Cost per month
First-year cost
Cost per hour
Uses the starting monthly price for one dedicated assistant. Your quote may be higher, and licensed assistants are priced separately.
What they can do
- Licensed staff
- Available. Agency VA offers P&C licensed assistants, including US-based candidates with industry background, as well as unlicensed support.
- Typical tasks
- Inbound and outbound calls, claims requests, appointment setting, renewals and retention, billing, data entry, AMS and CRM updates, email, quoting support, certificates, endorsements, policy checking, carrier downloads, underwriting follow-up, onboarding new clients and ID cards.
Who the assistants are
- Where they work
- The Philippines, from offices in Quezon City and Biñan, Laguna, plus Latin America for Spanish-speaking assistants
- Hours and time zone
- Scheduled to your business hours. Philippine staff usually work a night shift to match US time.
- Languages and phone work
- English, with Spanish speakers from Latin America. Assistants take inbound and outbound calls.
- Insurance experience
- Training before placement on personal and commercial lines, AMS work, carrier sites and common tasks. Prior insurance work is a plus but not always required.
- Screening
- Interviews, skills assessments and background checks
- You choose the person
- Yes for dedicated assistants. You interview qualified candidates.
- Dedicated or shared
- Both. Virtual Assistants are dedicated to one agency. Trained Service Teams and Autopilot are teams Agency VA manages.
Agency systems and carrier portals
- AMS and CRM experience
- Applied, Vertafore, EZLynx, HawkSoft, Sage, Salesforce and HubSpot
- Carrier work
- Assistants train on carrier sites and work inside your own systems. Agency VA lists Nationwide, Safeco, Liberty Mutual, Progressive and Travelers among carriers it works with.
- Devices and credentials
- Agency VA manages devices remotely and can wipe a lost one. Outside devices, writing materials and data exports aren't allowed.
Client data security
Insurance
Agency VA lists E&O coverage for its Autopilot service.
Supervision and backup
- Who supervises
- Local managers, trainers and team leads. Autopilot adds a team manager. Agency VA's time tracker logs hours, activity and random screenshots and emails you an end-of-day report.
- When the assistant is out
- Autopilot includes a backup assistant for vacation and sick days.
- Replacement
- If an assistant isn't a fit, Agency VA says it steps in quickly to fix it.
Who employs them
- Employer
- Agency VA. Its assistants work on a local payroll with employee benefits, and Agency VA handles local compliance.
Agency VA alternatives
- Elevate TeamsFrom $2,500 a month per assistant on a yearly planSet prices and Latin American assistants you pick from a shortlist
- InsBOSSFrom $6 an hourA Flex assistant you supervise at a set monthly price, or managed Premium by quote
- Cover DeskQuote onlySpanish service from Monterrey plus a pay-as-needed team
- All Virtual StaffingQuote onlyLicensed assistants, month to month, with E&O on every placement
- PatraQuote onlyLarger insurance-only firm with a SOC 2 Type II report
See every option in insurance virtual assistants.
Frequently asked questions
How much does Agency VA cost?
A dedicated assistant starts at $2,349 a month and a Trained Service Team at $3,449 a month. Autopilot is quoted.
Does Agency VA have licensed assistants?
Yes. It offers P&C licensed assistants, including US-based candidates, and unlicensed support.
Do licensed assistants cost more?
Agency VA publishes no price for licensed assistants. Ask for one before you compare it with the $2,349 starting price.
Can I interview the assistant first?
Yes, for a dedicated assistant. You interview qualified candidates before you choose.
Do the assistants know carrier sites?
Yes. They train on carrier sites and work inside your own systems.
How we researched this review. We based this review on the pricing, terms and product pages published by Agency VA, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan Agency VA quit selling or a contract term that reads different now, let us know and send the link to the page where Agency VA has it. Somebody here pulls up that page and checks it before we change anything on ours.