Ethos is here to support your insurance business with highly specialized
Virtual Assistants
Ethos-Certified for Independent Insurance Agents
English speaking, also available in bilingual English/Spanish
All US time zones
Why you’ll love having a VA
Virtual assistants will take these tasks off your plate so you can focus on revenue generating activities:
General servicing & onboarding
Online-portal support
Policy quoting & auditing
Policy renewals & re-marketing
Claims follow-ups
Payment reminders
Referrals & prospect follow-ups
Inbound/Outbound calls & emails
Appointment management
CRM management
Data entry & data hygiene
Administrative tasks
The Ethos Difference
Our Virtual Assistants are dedicated to generating revenue for Independent Insurance Agents, and….
We don't outsource. We staff, train, and manage in-house
We specialize in Insurance
Our VAs are Bilingual (native English & Spanish), allowing you to expand into untapped markets
Each VA is dedicated exclusively to your business
Your Client Success Manager will continuously optimize the relationship with you and your VA
“The Ethos Virtual Assistant has consistently brought in an increasing amount of new opportunities for over 10 months and has freed up my time to generate more revenue per client!”
