Experienced Virtual Assistants
for Insurance Agencies

Experience seamless support through services delivered by our expert virtual assistants.
We specialize in delivering outstanding services to property and casualty insurance agencies and carriers.

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What Our VAs Can Do for You

Connect Crew Services provides insurance back-office support through skilled Insurance Virtual Assistants. We assist insurance agencies and brokers by using reliable processes that help lower costs and boost both efficiency and productivity. Our experienced VAs are capable of handling the following tasks:

  • Certificate of Insurance (COI) & EOP Issuance
  • Endorsements
  • Policy Checking
  • Online Rating / Quoting New Businesses
  • Commercial ACORD preparations
  • Master Marketing Submissions
  • Cancellations
  • Loss Runs
  • Invoice / Payment Processing
  • New Business Intake
  • Renewals
  • Policy Downloads
  • Remarketing Accounts
  • Updating AMS

Skilled in Using Agency Management Systems (AMS)

Our VAs have hands-on experience working with a wide range of popular agency management systems:

  • Applied EPIC
  • CSR24
  • Vertafore AMS 360
  • Vertafore Sagitta
  • NowCerts
  • EzLynx and many more...


CISR-Certified Training

  • We prioritize continuous learning to ensure our VAs remain well-versed in the latest insurance industry standards and practices.
  • Our in-house Certified Insurance Service Representative (CISR) conducts weekly training sessions to strengthen their expertise.
  • Training emphasizes insurance ethics, E&O (Errors & Omissions) prevention, and regulatory compliance—keeping your agency protected.
  • By working with CISR-trained professionals, you gain a scalable team that consistently delivers high-quality, dependable service.

Why We're the Right Choice

Connect Crew Services is dedicated to providing top-tier virtual assistant solutions tailored for U.S.-based insurance agencies. By working with our team, your agency can lower operational costs, enhance efficiency, and maintain clear, accurate client communication.

Dedicated Support

Dedicated Virtual Assistant & Real-Time Support

Gain the benefit of a dedicated virtual assistant focused solely on your agency's operations.

Our VAs work live during your business hours, ensuring smooth communication and prompt task completion exactly when you need it.

No Contract

Flexible Contract with No Long-Term Commitment

You have the freedom to cancel your contract with us at any time—no long-term commitments required.

NDA Compliance

Strict NDA Compliance – Your Privacy Is Our Priority

Every Virtual Assistant we onboard signs a legally binding Non-Disclosure Agreement (NDA), ensuring that your agency's data and client information remain fully confidential.

Each VA is contractually bound by our strict NDA policy to uphold the highest standards of confidentiality.