Everything you need to know about Clermont Global's insurance virtual assistant and back-office support services — before you book the call.
An insurance virtual assistant is a remote specialist trained in insurance back-office operations — certificate processing, ACORD form preparation, policy management, renewal support, and underwriting administration. Unlike a general VA, an insurance VA understands insurance workflows, can read a declarations page, and works inside your agency management system from day one. Full explanation here.
Clermont Global's team works inside Applied Epic, AMS360 (Vertafore), EZLynx, HawkSoft, and other major AMS platforms. We do not require exports or email attachments — we work directly inside your system using your existing credentials and access permissions. If your AMS is not listed, ask us — we have onboarded to less common platforms before.
Standard certificates of insurance are turned around in 30 minutes or less during business hours (ET, Monday–Friday). Complex COIs requiring custom description language, new additional insured endorsements, or NYC municipal specifications (DOB, DOT, NYCHA) may take longer depending on carrier response times — we communicate estimated completion times proactively so your client or contractor always has a realistic expectation.
No. We start with a short paid trial on your highest-volume workflow — typically two to four weeks. After the trial, we move to a simple month-to-month agreement. Annual commitments are available at a preferred rate if you want to lock in pricing, but there is no lock-in requirement.
After a 20-minute discovery call, we scope the trial engagement: which workflow to start with, the SLA we will commit to, and what access and credentials we will need. We sign an NDA and a service agreement before any access is granted. Onboarding typically takes two to three business days from signed agreement to first task completed — not weeks.
Yes. We sign an NDA and a data security agreement with every client before accessing any systems. We access your AMS under a named user account with permissions limited to the tasks we are performing. We do not download, copy, or store client data outside your systems. All team members are covered under confidentiality agreements.
Yes. Clermont Global handles ELANY filing preparation, diligent search documentation, surplus lines certificate stamping coordination, and compliance review for New York brokers placing non-admitted business. This is standard for NY clients — not an add-on service. See our full guide on ELANY and surplus lines support for NY brokers.
Yes. We process NYC municipal COI requests daily — including DOB, DOT, NYCHA, MTA, and school district certificates. Our team understands the specific minimum limits, additional insured language, and description-of-operations requirements for each agency type. See the New York insurance back-office support page for full details.
Pricing depends on the model (dedicated desk vs. per-transaction) and volume. Full pricing is published on our pricing page — no sales call required to see the numbers. For a broader look at how VA costs compare to an in-house hire, see the CSR vs. virtual assistant cost comparison and the guide on how much an insurance VA costs in 2026.
Yes, and we recommend it. Most agencies start with certificate processing — it is the highest-volume, most immediately delegable task — and add ACORD preparation, renewal support, or policy checking within 30 to 60 days once the VA is embedded in the system and familiar with the book. See the complete back-office task checklist to identify where your team's time is going.
A dedicated desk assigns a specific VA (or small team) to your agency for a set number of hours per week. They learn your book, your clients, and your SOPs over time — institutional knowledge builds up, errors go down, and they become a real extension of your team. Per-transaction processing handles individual tasks on demand without a dedicated resource — lower minimum commitment, but no buildup of client-specific knowledge. Dedicated desks suit agencies with consistent daily volume; per-transaction suits variable or lower-volume needs.
Yes. In addition to insurance back-office support, Clermont Global offers website design and development, social media management, video editing, graphic design, content writing, and marketing and SEO support for insurance agencies and brokers. These can be bundled with back-office services or engaged separately. See the full services page.
Still have a question?
Book a 20-minute call and ask us directly. No pitch, no pressure — just a real conversation about your workflows.
Book a discovery call20-minute call. We'll scope a paid trial on your highest-volume workflow — COIs, ACORDs, or renewals — and you judge us on the work itself.
