The Capacity Advantage.
Scale Your Agency Operations Without Scaling Your Payroll.
Agents spend most of their day on routine administrative work, rather than on strategic activities. Workflows are inconsistent across the team, processes are poorly documented, and task-switching leads to constant interruptions. All of this results in over $100,000 per agent in lost revenue potential annually.
How can VIVA help your business?
Our trained insurance professionals take on time-consuming administrative tasks. Through dedicated Virtual Assistants or Managed Task Services, we standardize workflows and free your agents to focus on client relationships and new business.
Quotes delivered within the first hour are three times more likely to convert. Yet, most agencies take 24 to 48+ hours to respond, because they are processed manually and follow-ups are inconsistent.
Additionally, rate increase reshopping gaps result in lost policies and revenue, becoming reactive rather than strategic.
How can VIVA help your business?
Our quoting support team delivers same-day turnaround on personal and commercial lines, with trained professionals familiar with all major carriers and comparative raters. We also implement systematic follow-up and proactive renewal reshopping processes to help agencies convert more leads and retain existing clients.
Many agencies lack the systems to stay ahead of their demands, resulting in missed notifications that can lead to policy lapses, delayed processing, weakened carrier relationships and E&O exposure. All of it can cost your agency client trust and thousands of dollars in commissions.
How can VIVA help your business?
We offer daily monitoring of all relevant portals, proactive alert systems, and tracking of compliance requirements. Our trained professionals understand carrier-specific procedures and ensure timely communication, documentation, and task completion; minimizing risk and preserving the relationship with your clients.
High volumes of routine service requests create backlogs that reduce service quality. These basic service tasks, such as endorsements, ID cards or cancellations; often take 2-3 days to process in-house, leading to client frustration, slower turnaround, and missed cross-sell or upsell opportunities.
How can VIVA help your business?
Our specialists complete all standard servicing requests within one business day. Backed by deep expertise in agency management systems and documentation standards, we streamline operations and ensure your clients receive consistent service every time.
Unmanaged inbound calls divert producers from core activities, which also cost agents productivity and focus; while inconsistent message handling creates fragmented client experiences. Without a structured phone support system, clients face delays, dropped calls, and repeated information requests.
How can VIVA help your business?
Viva’s phone support team manages incoming calls professionally, ensuring availability even during busy hours or staff absences. We provide structured call handling protocols, personalized caller recognition, and accurate message routing; reducing interruptions and elevating each client experience.
The Capacity Advantage:
Insurance Associates
Quoting, Policy Servicing & Carrier Management
- Lead Data Entry & New Quote Rating: Stop wasting time on manual entry and let specialists handle the initial heavy lifting.
- Policy Servicing & Endorsements: Efficiently manage ID cards, certificates, and policy changes to keep your clients protected.
- Proactive Carrier Management: Offload pending cancellations, claims updates, and underwriting memos to stay ahead of carrier requirements.
Insurance Associates are ideal for agencies that
- Need to scale operations without scaling payroll: Focus your local team on high-value, revenue-generating activities.
- Are looking to standardize workflows and increase capacity: Implement documented systems that ensure consistent execution.
- Value long-term operational continuity: Protect your agency from retraining gaps with a partner that prioritizes stability.
Managed Task Services
On-Demand specialized support managed entirely by VIVA Agency Consultants.
Performance-Based Support: Pay only for completed tasks with no overhead for sick days or time off.
Specialized Insurance Focus: Access a results-driven team of insurance specialists performing at a high level.
Direct Agency Relief: Offload specific technical bottlenecks without adding to your management payroll.
- We support:
- Policy servicing
- Personal lines quoting
- Commercial quote submissions
- Appointment setting & follow-ups
- Email & documentation management
Licensed Insurance Agents
Experience that Scales & Licensed for Growth
- Comprehensive Agency Support: Our bilingual, Licensed Insurance Agents can handle any part of your agency operations, including discussing coverages with clients directly and binding coverage.
- High-Level Expertise: These are trained professionals with specialized insurance knowledge and legal flexibility to support your agency at a higher level.
- Seamless Integration: They are compliance-ready, understand your internal processes, and adapt quickly to your specific business goals.
Licensed Insurance Agents are ideal for agencies that:
- Require authority beyond administrative tasks: Perfect for teams that need support for quoting, binding, endorsements, and direct carrier communication.
- Handle complex risk portfolios: Specialized support for managing intricate personal or commercial lines.
- Need scalable, bilingual expertise: Unlock real growth with professionals who speak your clients' language and represent your brand with authority.
Scale with Stability.
Our Success Guarantee
Every Insurance Associate gets a dedicated Success Manager and over the first 60 days they will document your entire agency process to ensure smooth transitions should you want to scale up your team.
Within the first 60 days, you’ll receive an Agency Success Playbook and if you’re not 100% satisfied with your Insurance Associate, we’ll replace your IA at no cost to you.
Get in touch
Save Over 60% vs. Local Payroll Costs
We recruit, develop, and document systems to help you achieve your agency growth goals.
