Independent insurance agencies
Producers spend time gathering documents, checking records and chasing administrative next steps.
DEDICATED PEOPLE. YOUR WAY OF WORKING.
Build Your Insurance Agency Operations Team
Add non-licensed administrative capacity for policy records, renewal preparation and document follow-ups. Your licensed team retains advice, coverage decisions and client approvals.
Discuss my team ↗Start with one role. You interview and choose.
WHEN DEDICATED STAFFING FITS
Build around a recurring need.
Insurance service teams
Renewal and account-service queues need organized preparation under a designated supervisor.
Each seat needs enough recurring work, an available manager and a sustainable monthly budget. A one-off task or occasional workload may suit a project or hourly arrangement better.
Define what good work looks like.
| Workflow | Work to delegate | What your team provides |
|---|---|---|
| Renewal preparation | Document checklists, missing-information requests and status logs. | Approved process and licensed review. |
| Policy records | Validated account information and organized files. | Authoritative documents and access rules. |
| Service coordination | Scheduled follow-ups and routed client requests. | Communication templates and escalation contacts. |
CHOOSE THE CAPACITY YOU NEED
Find your first role—or your next.
What does a dedicated team cost?
Your team budget is the sum of the monthly prices for the roles you hire, plus any agreed extras. Where shown, published ranges are in USD per dedicated full-time person. Other roles require a quote based on experience, scope and working hours.
| Role | Monthly range (USD) |
|---|---|
| Insurance virtual assistant | Request a role quote |
| Policy administration assistant | Request a role quote |
| Customer support representative | Request a role quote |
Example: insurance virtual assistant + policy administration assistant
Request a team quoteScope each role, experience level and working schedule.
An insurance virtual assistant and policy administration assistant can divide follow-ups from record work if each queue is sufficient. Start with one role where duties overlap.
An example role combination to discuss, subject to recruitment feasibility. Start with one role if there is not enough work for two full-time people.
Get my team quote ↗What is included?
Recruitment, screening, managed workspace, standard hardware, IT, HR, payroll, attendance, leave and replacement support. Your team directs the work.
Review all inclusions and commercial terms ↗What can cost extra?
Special hardware or software, night shifts or heavy US-hours overlap, client-specific training, specialized security requirements or a dedicated manager. Confirm these along with payment, notice and replacement terms.
The current offer is a paid one-week trial, credited toward the first month if you continue. Agree the trial price and scope before starting.
Your team leads the work.
- Your licensed staff retain insurance advice, coverage recommendations, binding authority and regulated decisions. Confirm applicable rules, access permissions and agreements for the proposed work.
- Work priorities, access permissions, review and final approvals.
We handle staffing operations.
Your Remote Staff recruits against your brief, supports interviews, and arranges office and employment operations. You select the candidates, set priorities and review output.
Confirm access controls, confidentiality, IP terms and any regulated-work requirements during scoping.
Discuss security and access requirements ↗Recruit for your actual workflow.
Name the agency-management system, carrier portals, document tools and permitted activities. Scope access with your licensed and compliance leads before sharing records.
Make candidate assessment practical.
Use sanitized renewal and document scenarios. Evaluate record accuracy, clear notes and recognition of requests that require a licensed professional.
Recruitment timing depends on the skills, seniority, hours and candidate availability. We discuss a realistic shortlist timeline after reviewing your brief.
A PRACTICAL START
Add capacity in stages.
Define the first role
Identify the recurring queue, expected output, manager and budget. Share tools and working hours so we can scope the hire.
Interview and onboard
Assess shortlisted candidates, agree terms and prepare access. Start with a bounded assignment your team can review.
Review before expanding
Check workload, quality and handovers. Add another role when it has clear ownership and enough continuing work.
People in your team. Support in Pune.
Your Remote Staff is operated by Salt Technologies, which has served global clients since 2012. Staff work from our managed office in Pune, India.
About the business behind your team ↗Choose the right working relationship.
A dedicated team fits work you want to manage internally. If you need a supplier to own project delivery or a complete business service, compare that requirement with a managed-service engagement.
Compare staffing and outsourcing models ↗BEFORE YOU DECIDE
Questions about your team.
Can these staff sell insurance or recommend coverage?
The team described here supports non-licensed administration. Sales, advice, coverage recommendations and binding decisions remain with your appropriately authorized personnel.
Can we scope renewal follow-ups?
Yes. Define document requests, approved communication, status tracking and when the matter must return to a licensed colleague.
Do you provide a managed claims service?
No managed claims outcome is implied. If you need specialist claims administration, describe the exact tasks, supervision and authorization requirements for feasibility review.
Can the team work US business hours?
Agree the US time zone, live overlap and shift coverage for each role before hiring. Heavy US-hours coverage or night shifts may add cost. One person does not provide round-the-clock coverage.
Bring the workload. We’ll discuss the roles.
- Lines of business, renewal volume, systems and licensed escalation ownership
- Required tools, experience and any specialist credentials
- Named manager, monthly budget and preferred start date
- US time zone, live overlap and data-access requirements
What happens after you enquire?
We review your requirements and discuss role fit, costs and hiring next steps. You can ask about one role or a proposed team; a larger team is not a prerequisite.
Share my team requirements ↗Make room for the work ahead.
Tell us where work is backing up, who will manage it and when you want to start.
Plan my team ↗