Why Virtual Assistants can be Beneficial for Life Insurance Agents

Life insurance agents are incredibly busy people. Cold calling new clients is incredibly time-consuming, managing existing customers is exhausting, and normal office responsibilities easily become stressful. One way life insurance agents can relieve some of the time pressure is by hiring a virtual assistant.

Virtual assistants are what they sound like, people who can help you perform mundane, digital tasks, over the internet. Getting a virtual assistant is usually an affordable option compared to hiring an in-person assistant. Furthermore, getting a virtual assistant can help you focus on the revenue-driving tasks like customer management, marketing, and more.

Prepping Quotes

The great thing about virtual assistants is that there are a countless number of them with a wide range of specialties. With minimal effort, it is easy for someone to find a virtual assistant who has a specialty with life insurance, and can help with more industry-related tasks, rather than just administrative work.

For instance, your virtual assistant could arrange all the client info you need and deliver items to your company’s specifications. Whether it’s sending follow-up emails, invoices, or other documents digitally, virtual assistants can perform a vast array of tasks specific to life insurance agents.


CRM platforms are a necessary evil. While they help track your leads and clients, updating them with the right information and setting up automatic systems is time-consuming. Many virtual assistants know how to use programs life Salesforce or Infusionsoft and can help manage your CRM for you.

Keeping this information up to date is crucial. You don’t want agents wasting their time on cold leads or filling in the info themselves.


Online marketing is going to be one of the best ways to get impressions and generate leads for your business. However, keeping your social media accounts and website up to date can take you away from your clients.

Many virtual assistants are well versed in managing social media accounts like Facebook and Twitter. They can make sure your social media posts are going out on schedule and any engagement is being handled correctly.

Additionally, having a virtual assistant manage your google reviews and website can be a game-changer. While this is important to your digital operations, it can be difficult. Instead of learning new systems, hiring a virtual assistant can be a wise financial choice.

Inbound Call Routing

If you have more than 2-3 life insurance agents at your company, this task is crucial to having a successful operation.

Life insurance offices get dozens if not, hundreds of calls a day. However, assigning an agent or hiring a person solely for this task can be counterintuitive and costly.

Life insurance agents work in a fast-paced environment, so any help on the busywork, allows your operation to focus on the money-making activities.

Virtual Assistants Save you Time and Money

No matter the size of your operation, there are countless ways virtual assistants can help life insurance agents. The most important part of being a life insurance agent is getting on the phone with a client and making the sale, so any activity that takes you away from that can cost you serious money. Just like how your clients trust you to sell them life insurance, getting a virtual assistant is the best way to have a professional help bring your business to the next level.