Hire a Virtual Insurance Assistant for Your Agency

Hire trained & qualified remote insurance assistants at a fraction of the cost of an on-site hire.

Hire your virtual insurance assistant in under 2 weeks

Save up to 70% in overhead costs with remote talent

Trained on insurance software, workflows & compliances

Hire confidently with a 97.3% employee retention rate

Risk-free hiring: you don't pay anything until you hire

Bilingual talent - Native English and Spanish speakers

Book a demo call with our experts
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MEET TALENT FOR FREE. NO FEES UNTIL YOU HIRE.

Looking for a remote opportunity? Apply here.

CUSTOMER SPOTLIGHT

"Hiring with Edge? Transformative."

See how hiring remotely with Edge hepled Melendez Insurance streamline operations & achieve a perfect score for 4 straight months.

Real stories. Measurable impact.

What Does a Remote Insurance Assistant Do?

Explore tasks that our virtual insurance assistants take on for hundreds of agencies:

Policy Servicing

Process endorsements, cancellations, reinstatements, and rewrites directly in your AMS.

COI Management

Handle certificate requests, verify compliance terms, and deliver COIs with fast turnaround.

Renewal Tracking

Monitor expirations, prepare renewal packets, and ensure timely submissions to insurance carriers.

Claims Support

File FNOLs, follow up with adjusters, and provide clients with real-time claim updates.

Billing & Invoicing

Generate invoices, reconcile accounts, and track premium financing or payment plans.

Accounts Receivable

Send reminders, follow up on overdue accounts, and help reduce outstanding receivables.

Correspondence

Answer calls/emails for COIs, billing, endorsements, and claims — always documented in AMS.

Underwriting Prep

Collect schedules, loss runs, and underwriting docs; assemble complete submission packets.

Carrier Coordination

Work with carriers/wholesalers to issue policies, endorsements, and resolve pending requests.

Documentation & Compliance

Maintain detailed files in AMS; ensure every client touchpoint is properly recorded.

Producer Support

Free up producers by handling servicing tasks so they can focus on selling and retention.

Loss Run Requests

Request and track loss runs needed for renewals and remarketing with precision.

97.3
%

Remote talent hired through Edge offer an unparalleled 97.3% retention rate.

1000
+

Insurance and M&A agencies have hired over 1,000 remote talent with Edge.

$
300
M

Edge has helped agencies save $300M in overhead costs & counting.

300
+

More than 300 insurance providers trust Edge with their remote staffing needs.

Experience Across Major Insurance Carriers

From claim management to eligibility verification, our talent is trained and experienced in working with the industry’s top insurance networks.

and many more!

SOC-2 Compliant Remote Insurance Assistants

Don’t let time-consuming administrative & operational tasks slow you down.
Hire a virtual insurance assistant for streamlined, efficient, and cost-effective operations.

Core Job Skills

Our remote talent does it all - from processing applications to managing crucial documentation.

Communication Skills

Our insurane talent seamlessly manages communication with brokers, agents, clients, and other stakeholders.

Regulatory Expertise

All our remote insurance talent is trained on & highly knowledgeable about local insurance laws & regulations.

We Only Hire The Top 1%

Our rigorous vetting process ensures you only meet trained, vetted, and qualified candidates.

We Hire Faster

Hire top remote talent in under 2 weeks; faster than any other remote insurance staffing partner.

Unmatched Compliance

We are a SOC 2, HIPAA, and ISO 27001-compliant talent partner for our customers.

Trained Talent

All our talent undergoes mandatory training on insurance software, workflows, and compliances.

97.3% Talent Retention

Your remote talent joins your team for the long haul—we have a staggering 97.3% talent retention rate.

We Happily Sign BAAs

We hold risk by the wrist and sign BAAs at a corporate level, on U.S. soil, for any practice that needs one to feel secure.

Remote Insurance Talent Trained on Agency Software

Our talent is trained on the same AMS your agency already uses, minimizing onboarding time and maximizing efficiency.

and many more!

CASE STUDY

Knippenberg's 4% Increase in Premiums

Knippenberg Insurance was struggling to find and retain front- and back-office employees.

By outsourcing pre-trained, full-time talent with Edge, we freed up Knippenberg's executive leadership to focus on key customers and new business.

The result? Lower turnover, 46% more calls handled, and a 4% increase in premiums.

This success story showcases how our solutions can lead to tangible improvements in your agency’s performance.

Your Exclusive Full-Time Virtual Insurance Assistant

Insurance agencies are able to choose who they would like to work with. They work with the same virtual insurance assistant every day - much like an in-office worker.

Your remote talent works on your agency's workflows, software, and compliance standards exclusively—building deeper efficiency and compounding productivity over time.

Thanks to our 97.3% employee retention rate, some of our customers have worked with the same associate for 3 years & counting.

The Trusted Remote Staffing Partner for  Insurance Agencies

See what some of our customers have to say about their experience hiring full-time remote insurance staff with Edge.

"We are beyond pleased with Edge and our remote team members. They are performing at levels you can't find elsewhere."

Author
Laura Yost
VP Operations, Knippenberg Insurance

"My Edge experience has been nothing but positive. They were a great fit due to their exceptional training."

Author
Anne Marie Moore
Vogel and Moore Insurance

"In October 2023, my Edge team members will have been with me for 2 years. I could not run my business without them!"

Author
Stephanie Duran-Beninati
Broker/Owner at Strategic Insurance Services

FEATURED

Trusted by 1,000+ customers. Recognized by NASDAQ.

Edge was featured on the NASDAQ billboard—an exciting moment that reflects the trust of our customers.

It is a celebration of the high standards we uphold each day that makes global hiring for our customers truly successful.

CASE STUDY

Mendota Insurance Saves $552K Annually by Cutting Hiring Time to 3 Weeks

During a critical growth phase, Mendota Insurance needed to scale its administrative team quickly but struggled to find reliable, skilled staff locally.

Without a solution, their expansion efforts risked slowing down.

By outsourcing pre-trained, full-time talent with Edge, Mendota cut average hiring time to just 3 weeks.

Mendota no longer had to spend months recruiting or training local resources, or worry about payroll, benefits, taxes, and compliance.

The shift freed up resources, streamlined onboarding, and strengthened operations.

The result? $552K saved annually and a faster, more efficient path to growth.

Edge Insurance Assistants vs. Virtual Assistants

See how Edge compares to a typical virtual assistant agency & how our remote assistants deliver value to high-growth insurance agencies.

Hiring with Edge

✔️ Full-time, dedicated employee for your agency

✔️ Action-ready insurance staff trained in real workflows

✔️ Built for high-growth agencies that need full-time support

✔️ We sign a business-level BAA with all our customers

✔️ Edge provides required equipment to its remote staff

✔️ Trained & experienced remote insurance assistants

✔️ SOC 2, HIPAA, ISO 27001 & GDPR compliant remote talent

Other Virtual Assistant Agencies

❌ Rotating, untrained virtual assistants

❌ Little control over quality of work

❌ Not scalable for high-growth agencies

❌ Do not sign a business-level BAA with their clients

❌ Virtual assistant use their own equipment

❌ Untrained virtual assistants without hands-on experience

❌ Not certified or compliant with any standards

Got questions? We've got answers.

Check out some of the most frequently asked questions we get from our insurance customers:

What is a remote insurance assistant? Are they the same as a virtual assistant?

No. A remote insurance assistant from Edge isn’t a virtual assistant.

They’re a trained full-time member of your team!

The responsibilities of an insurance assistant can vary, but mostly include:

  1. Preliminary reviews of applications to check for completeness
  2. Basic eligibility check 
  3. Regulatory and company policy compliance check
  4. Scheduling and managing appointments
  5. Looking after correspondence with customers, brokers, and underwriters
  6. Maintaining calendars, follow-up calls, and ongoing communications
Who handles training, payroll, and onboarding for my Edge employee?

You vet, we do the rest.

Once you’ve selected your perfect fit, Edge takes care of 80% of pre-requisite training (phone etiquette, industry-related training, HIPAA compliance, etc.) while you only handle the 20% that is specific to your business.

We’ll also provide your new employee with gadgets equipped with high-end security software, further compliance checks, and ongoing payroll and benefits.

You’ll be able to manage your employees with ease in our industry-topping HR and workforce management platform, 24/7 IT assistance, and at-the-hip account management.

Why hire a remote insurance assistant over a virtual assistant?

A virtual assistant is typically:

  • Not pre-vetted
  • Juggling multiple clients
  • Available for unreliable hours
  • Not trained in proper compliance procedures
  • Not held by strict standards that a larger agency would require

With an Edge employee, you’re guaranteed:

  • A full-time reliable staff member dedicated to you alone from day one
  • The top 1% of educated global workers who are held to Harvard-level standards
  • Someone paid fairly and fully satisfied in their role
  • 100% English fluency with clear communication
  • Ongoing employee training in HIPAA compliance, phone etiquette, and more
  • An easier and more streamlined way to manage your workforce
How quickly can I find and hire my virtual insurance assistant with Edge?

Unlike other staffing agencies, you won’t need to wait months for a new employee to join; we’ll find an expert that meets your criteria in less than two weeks.

How does Edge find such high-quality virtual insurance staff?

With so much international talent, there’s no reason to stick to your backyard when looking for qualified workers.

We aim to always fulfill our purpose for talent: to equalize access to opportunity to ensure a better quality of life for everyone.

To ensure that we do, we believe in equitable wages, healthy working environments, and ongoing support for our talent every step of the way; that's why we retain the best of the best.

How much money do I save if I hire my remote insurance assistant through Edge?

Our clients save, on average, 51% of the cost that they would incur to employ a full-time in-house resource.

To better understand how much you'll save if you hired through Edge, please book your free consultation today.

MEET TALENT FOR FREE. NO FEES UNTIL YOU HIRE.

Ready to scale up with your Virtual Insurance Assistant?

Book your free demo today and get your very own remote insurance assistant in less than 2 weeks.

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