Insurance agencies
Insurance virtual assistants that keep your producers selling
Bilingual assistants for P&C, life, health and Medicare agencies. Quotes, renewals, COIs and policy service, handled during your hours.
See if Origo is a fit in one call
Free, 30 minutes, no obligation. Full-time bilingual assistants start from $1,920 a month on a 12-month plan, plus $1,000 setup.
Our first insurance agency client signed in 2022, and they are still with us. Since then, insurance has become the work we know best. Most agency owners we talk to have the same problem: producers spend half the day on service work, and every quote request that waits an hour gets colder.
We fix that by putting a dedicated, bilingual assistant inside your agency. They learn your carriers, your systems and your book, and they work your hours from our team in San Salvador. We manage them, so you don’t have to.
What your insurance assistant handles
- Quotes & follow-upIntake, rater entry, follow-up calls and texts, so no request sits overnight.
- Renewals & remarketingX-dates, renewal reviews, re-shopping and retention calls.
- COIs & endorsementsCertificates, mortgagee changes, driver and vehicle changes, policy checking.
- Life, health & MedicareAppointment setting, application follow-up and client service, in English and Spanish.
Why agencies pick a bilingual team
A large share of the households many agencies serve prefer Spanish. When your assistant can take that call, explain a renewal and book the appointment in the client’s language, you keep the policy. Every Origo specialist works in English and Spanish.
One assistant or a whole service desk
Most agencies start with one full-time assistant. When the volume grows, we build a managed team with QA and reporting. See nearshore BPO teams and our full insurance, healthcare and dental support.
“Origo really saved me a lot of time by handling the recruiting, first interviews, background checks, and even the product training.” Anna Babayan, Life Insurance Agency Owner
Pricing
Full-time Virtual Assistant: $1,920 a month ($12/hr on a 12-month term). Virtual Professional $14/hr, Virtual Executive $16/hr. Compare plans, or check local wages for your market on our market pages.
What our clients say
“I can finally focus on closing sales while the backend work is handled.”
“Our clients get faster responses and we’re closing deals more efficiently than ever.”
Teams we’ve worked with include LoKation Real Estate, Elite One Financial and Solcius.
Get your insurance team plan
Tell us what you need. We reply within 1 business day with a team plan and pricing.
Request received
A member of our team will follow up within 1 business day. Prefer to talk now? Book a free call.
Questions we hear a lot
What does an insurance virtual assistant do?
Quote intake and follow-up, renewals and remarketing, certificates of insurance, endorsements, policy service requests, carrier portal work, CRM and agency management system updates, and inbound and outbound client calls, in English and Spanish.
Are your assistants licensed?
We provide licensed support for insurance agencies. Tell us which lines and states you need on the discovery call, and we will match the role and licensing to the work. Unlicensed assistants stay on servicing and admin tasks.
Which systems can they use?
They work inside your agency management system, CRM, carrier portals and comparative raters, using your logins and your process. We train on your workflow during onboarding.
What does it cost?
A full-time Virtual Assistant starts from $1,920 a month on a 12-month plan, plus $1,000 setup (160 hours). Virtual Professional is $14/hr and Virtual Executive $16/hr. See Pricing.
Do they work my hours?
Yes. Our San Salvador team works US business hours, Eastern through Pacific.
Get your producers back to selling
Free, 30 minutes, no obligation. Full-time bilingual assistants start from $1,920 a month on a 12-month plan, plus $1,000 setup.