For Insurance Agency Owners Ready to Scale

You Didn’t Start an Insurance Agency to Dial, Recruit, and Chase Paperwork Yourself

Hire the three roles that keep your pipeline full, your team growing, and your back office running — so you can get back to the things that actually grow your agency: selling new business and leading your agents.

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The Three Hires That Matter Most

Every Agency Runs on the Same Three Engines

Fill your calendar, fill your pipeline, fill your seats. Miss one and the other two stall out. Here’s who to hire first — and exactly what they take off your plate.

Appointment Setter VA

Engine 01 — Your Calendar

Fill your calendar without touching the phone

Unlock 15+ hours a week

Your dialer works your leads before they go cold, so every hour you’d spend prospecting turns into an hour spent closing.

  • Calling leads to source potential clients
  • Booking solid, showed-up appointments
  • Texting & following up with leads
  • Managing your CRM & lead organization
  • Sending end-of-day activity reports

It fills your calendar with real appointments, which means you show up to sell — not to search for someone to sell to.

Recruiter VA

Engine 02 — Your Pipeline

Keep a full pipeline, all the way to “hired”

Never stall on headcount again

Your recruiter sources candidates, moves them through every stage, and schedules the interview — so the only thing left for you to do is meet someone who’s ready to say yes.

  • Posting jobs & sourcing candidates
  • Reviewing resumes & calling/texting/emailing prospects
  • Scheduling & facilitating the interview process
  • Assisting applicants with state exams & pre-licensing
  • Onboarding & contracting new hires

It keeps candidates moving from first contact to signed agent, which means you’re never scrambling to grow headcount when a new opportunity shows up.

Admin Assistant VA

Engine 03 — Your Operations

Run the back office without living in it

One hire, every recurring task off your plate

Your admin assistant handles carriers, policyholders, books, and your online presence every day, so nothing slips while you’re out selling and growing the agency.

  • Outbound/inbound calling of carriers & policy holders
  • Policy status tracking
  • Chargebacks & debt tracking
  • Social media management
  • Updating masterfiles & trackers
  • Sending emails
  • Calendar & basic CRM management

It keeps every moving part of the agency organized and current, which means you can hand off the busywork and trust nothing falls through the cracks.

Agency Owners Like You

Don’t take our word for it.
Take theirs.

Agency owners who handed off the dialing, the recruiting, and the back office, and got back to selling and leading their teams.

The America Agency

Focusing on biggest impact things!

As an agent, your focus should be on two things: selling more insurance and recruiting more agents to sell with you. That’s what I love about StartVirtual. They help agents do exactly that. Their virtual assistants improve your persistency, move recruits through your pipeline faster, and put appointments on your books that you otherwise never would have had.

Grady Polcyn

Elrod Financial

Our admin VA worked so well, we’re hiring an appointment setter next.

Our admin assistant took over the back office and hasn’t dropped a thing.

Gustin Elrod

Wolfpack Financial

Making things easier to scale!

We saw the success other agents were getting working with the StartVirtual team and are now placing dozens of virtual assistants with agents within my agency

Stan Smith

Limitless Agency

Hiring a VA through StartVirtual is an absolute no-brainer…

We’ve had our virtual assistant working with us for years, so we know firsthand what the right VA can do for an agency. That’s why we tell any agent consistently writing $20K a month in premium that hiring a VA through StartVirtual is an absolute no-brainer if you’re serious about taking your business to the next level.

Hayden & Nina

The StartVirtual Difference

Not just a staffing agency. A system.

Most agencies hand you a resume and call it a placement. We hand you a vetted VA who understands insurance, then support and manage them for the long haul — staying involved to ensure lasting performance. We look forward to being your partner in scaling your offshore insurance support team.

Top 1% talent only

We screen thousands of applicants through a 10-step vetting process. You only meet the top 1% who passed every stage.

We know insurance

We source talent with real insurance industry experience, then layer in insurance-specific best practices as they onboard and ramp up inside your agency.

Done-for-you payroll

No 1099s, no contractor agreements, no payroll headaches. One monthly invoice, we handle the rest end-to-end.

Performance managed

A dedicated success manager checks in weekly, reviews KPIs, and steps in if performance ever drifts.

7-day placement

From first call to your VA being in front of you, working — seven days on average. Not weeks. Not months.

Forever free replacement

If your VA isn’t the right fit, we’ll match you with a new one at no cost. No time limit. No conditions.

Ready to get started?