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 50% in staffing costs with a remote employee

Offload operational & adminisrative tasks for good

Hire confidently with a 97.3% employee retention rate

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

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What Does a Remote Insurance Assistant Do?

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

Document Collection & Review

Our assistants gather required documents from applicants and ensure they are complete & accurate.

Initial Assessment

Perform preliminary reviews of applications to check for completeness and basic eligibility criteria.

Data Entry

Input information into databases or systems used for assessing applications.

Risk Analysis Support

Assist in the analysis of risk factors by compiling and organizing data relevant to the underwriting process.

Correspondence

Liaison between applicants, brokers, and other parties to gather additional information or clarify details.

Administrative Tasks

Handle routine office tasks such as filing, preparing reports, and managing correspondence.

Record Keeping

Maintain accurate and up-to-date records of applications and underwriting decisions.

Compliance Checks

Ensure all necessary regulatory and company policies are followed during the application process.

Appointment Scheduling

Organize meetings between underwriters, clients, and brokers to discuss applications.

97.3
%

Remote employees hired through Edge offer a 97.3% retention rate.

1000
+

Insurance & medical practices have hired over 1,000 employees through Edge.

$
300
M

Edge has helped clients save $300M in staffing costs & counting.

150
+

More than 150 insurance providers trust Edge with their remote staffing needs.

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

Our clients 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.

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

Why Hire a Remote Insurance Assistant?

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 assistants do it all - from processing applications to managing crucial documentation.

Communication Skills

Our assistants seamlessly manage communication with brokers, agents, clients, and other stakeholders.

Regulatory Expertise

Our insurance assistants are highly knowledgeable about local insurance laws & regulations.

We Only Hire The Top 1%

Our rigorous vetting process guarantees you only the best highly qualified candidates.

We Hire Faster

Hire top talent in under 2 weeks; faster than any other healthcare assistant services provider.

Unmatched Compliance

We are an ISO 27001, SOC 2 & HIPAA-compliant talent partner for our clients.

Pre-Requisite Training

All talent attends our training program for knowledge on HIPAA compliance, phone etiquette & more.

97.3% Employee Retention

Your Edge employee 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.

The Trusted Remote Staffing Partner for  Insurance Agencies

See what some of our clients 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

CASE STUDY

ReminderMedia Saves $1M+ Annually in Staffing & Recruiting Costs

ReminderMedia helps businesses solidify their key relationships and generate repeat and referral clients through branded magazines and digital products.

Edge gave ReminderMedia instant access to premium talent at a fraction of the cost of an on-site hire.

Starting with a single remote employee, ReminderMedia has since expanded their team to include 30 Edge associates and continues to choose Edge as their go-to hiring partner for new roles.

This partnership allowed ReminderMedia to save over $1M annually in staffing, training & onboarding costs.

Nearly 50% of their customer requests are now facilitated by our remote employees.

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

✔️ Absolute control over quality and transparent pricing

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

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

✔️ Edge provides required equipment to its remote staff

✔️ Trained & experienced remote insurance assistants

✔️ HIPAA, ISO 27001, SOC 2 Type II & GDPR compliant

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 healthcare clients:

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.

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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