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Insurance Virtual Assistant Services

Everything we carry.

A complete insurance virtual assistant and back-office service for New York brokers, agents, account managers, business managers and the consultants who advise them — plus a creative studio to grow the agency around it. Browse what we handle, then check insurance back-office pricing.

Written SLAs Works inside your AMS NDA & data security
01 · Insurance Back-Office

Insurance back-office support & virtual assistant services.

Specialist by market — New York P&C commercial lines — and generalist across every back-office workflow inside it.

SERVICE 01 — FLAGSHIP

Certificate Processing (COIs)

Our highest-volume service. Fast, accurate certificates and the compliance tracking that keeps your insureds working.

  • Issuing certificates of insurance
  • Reviewing contracts for insurance requirements
  • Master certificates & holder management
  • Additional-insured handling
  • Ongoing compliance tracking
  • NY permit / bid certificates (DOB, DOT, NYCHA, schools)
SERVICE 02

ACORD & Quoting Support

Form completion, applications, comparative rater entry, and proposals — your submissions, prepared and ready.

  • ACORD 25, 27/28 (evidence)
  • 125/126/127/130/131 & supplemental apps
  • Carrier-portal & rater entry
  • Surplus-lines quote requests
  • Proposal generation
  • Application data entry & cleanup
SERVICE 03

Policy Management

Endorsements, checking, and the day-to-day upkeep that keeps your book clean and your E&O exposure low.

  • Endorsement issuance & checking
  • Policy checking against binders
  • Manual policy entry
  • Pending-cancellation monitoring
  • Carrier downloads
  • Document indexing
SERVICE 04 — 06

Admin, Underwriting & Accounting

Full-cycle policy administration, the underwriting legwork that speeds submissions, and clean books every month.

  • Policy administration: new business → renewal
  • Loss runs, MVRs, CLUE reports
  • Additional-insured / loss-payee docs
  • Statement reconciliation, AP/AR
  • Commission & direct-bill reconciliation
  • Monthly reporting
SERVICE 07 — MOST POPULAR

Dedicated Insurance Virtual Assistant

A trained insurance virtual assistant working inside your AMS as a true extension of your team — part-time, full-time, or a whole desk.

  • Works in your Epic / AMS360 / EZLynx / HawkSoft
  • Your templates, your SOPs
  • Named, consistent point of contact
  • Configured to your volume & mix
  • Scales from part-time to a team
  • SLA performance reported back
02 · Business & Creative

Creative & growth services.

The same precision applied to how your agency looks and sells. Engaged standalone or alongside your back office.

Website Design & Development

All types — from single landing pages to full corporate sites.

  • Marketing & landing pages
  • Responsive, fast, SEO-ready
  • Copy, build & deploy

Social Media Management

Strategy and done-for-you posting that keeps you visible.

  • Content calendars & scheduling
  • LinkedIn, Instagram, Facebook
  • Community engagement

Video Editing

Short-form and long-form, cut for every platform.

  • Reels, shorts & ads
  • Captions & color grading
  • Testimonials & explainers

Graphic Design

All types — brand, print, and digital, kept consistent.

  • Logos & brand kits
  • Proposals & one-pagers
  • Social & print creative

Content Writing

Clear, credible copy — no filler, no hype.

  • Website & landing copy
  • Blog articles & newsletters
  • Case studies & email campaigns

Marketing & SEO Support

Lightweight, practical help to keep clients finding you.

  • On-page SEO & metadata
  • Google Business profiles
  • Campaign & email setup
Not sure where to start?

Tell us your busiest workflow. We'll scope it.

One call is enough to map where Clermont saves you the most time first.