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SLA monitoring
Claims & renewal status tracking
Customer interactions
Compliance & task logs
Team communication
Workflow reports
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"I'm absolutely thrilled with Ms. Glena, my account manager. She consistently responds in a professional and appropriate manner. We've expanded our team to meet my company's needs, and in the process, we've all become great friends. I highly recommend Remote CoWorker!"
Hearn Marketing
Marketing Coordinator
4.9 (454 reviews)
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"It has been an incredible experience with Remote Coworker! Their management is very communicative and always on top of their game. Highly recommend them to anyone who is looking for these services!"
Couch and Coe
Marketing Coordinator
4.9 (454 reviews)
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"We have had a great experience with our Remote Coworker VA's we started with one and have gone to five. They have been a great help to make us more efficient in our day-to-day operations.
Matthew Brian Thompson
Marketing Coordinator
4.9 (454 reviews)
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"They were efficient, made the process easy and I would highly recommend them. My assistant is great! Fast learner and is always staying busy!"
Megan Dinh
Marketing Coordinator
4.9 (454 reviews)
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Our clients saved more than $100M in payroll expenses last year.
Certified By
ISO 27001 Certified
ISO 27001 Certified
ISO 27001 Certified
Remote CoWorker’s insurance virtual assistants help streamline your operations by handling claims intake, policy servicing, CRM follow-up, compliance tasks, and more — so your agency can grow with less operational strain.
4.9 (454 reviews)
Reviewed On
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Insurance
Top Insurance Talent
Open Claims
Open vs. Processed
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Remote CoWorker is trusted by insurance agencies, brokers, and MGAs. Our team seamlessly integrates with your existing workflows to process claims, service policies, and communicate with clients. In fact, our insurance customers report a 70% overhead reduction by switching to an outsourced team.
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Our insurance virtual assistants come pre-trained in the industry tools and workflows your business uses, avoiding the need for lengthy onboarding processes. Here are some of the services Remote CoWorker offers:
Claims Intake, Adjudication & Follow-Up
Subrogation & Documentation Processing
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Policy Updates, Endorsements & Renewals
CRM & AMS Data Entry
Quote Preparation & Client Onboarding
Lapse Prevention & Renewal Outreach
Customer Service via Phone, Email & Chat
Remote CoWorker has been recognized by Clutch as a global leader in BPO solutions — awarded for Fastest Growth and Global Excellence in 2024.
We maintain the highest standards of security and compliance to ensure your information remains protected at all times.
PCI DSS Compliant
ISO 27001 Certified
HIPAA Certified
SOC 2 Type II Certified
We help insurance teams scale with confidence, without adding to your overhead or complicating your business.
AMS and CRM Platform Experience
Our insurance virtual assistants are trained in the AMS and CRM platforms you use, including Applied Epic, Vertafore, NowCerts, Salesforce, AgencyBloc, and more.
Claims Processing & Policy Servicing
Our trained virtual assistants can handle both frontend and backend tasks, including intake, adjudication, renewals, endorsements, and follow-up documentation.
AI & Automation Ready
Remote CoWorker leverages AI-enhanced workflows to process claims faster, manage compliance documentation, and provide the insights needed to scale your business.
Dedicated Oversight & SLA Monitoring
Each account includes a project manager and a QA specialist to infuse efficiency into your business.
Everything you need to manage your outsourced team can be handled from one central location with RemoteHub™. Here are some key features:
Securing your new insurance virtual assistants can be done in three simple steps:
First, we’ll connect you with one of our insurance outsourcing specialists to analyze your needs.
Next, our specialist will find the perfect match for your team, generally within 24 hours.
Our team will work alongside you to onboard, manage, and track performance. With full visibility and ongoing support, you can scale your insurance agency with ease.
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Our insurance virtual assistants are pre-trained in Applied Epic, NowCerts, Vertafore, Salesforce, AgencyBloc, and other AMS/CRM tools common in the insurance industry, eliminating the need for costly and time-consuming in-house training.
Whatever your communication style is, Remote CoWorker has you covered. You can communicate with your remote team using secure live chats, shared dashboards, and task management tools, all with full transparency into workflows, follow-ups, and outcomes.
Quick communication and processing times are no longer a perk; it’s a requirement to be competitive in today’s insurance landscape. Our trained insurance virtual assistants help you stay lean, agile, and profitable, helping you:
Cut costs by up to 70%
Handle claims faster and more accurately
Scale coverage during busy periods
Stay compliant with secure data handling
Focus in-house staff on sales, strategy, and underwriting
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From virtual assistants and customer support to sales, marketing, bookkeeping, and tech.
Insurance virtual assistants can handle claims processing, renewals, document storage, customer service, and more.
Yes, Remote CoWorker’s insurance virtual assistants are trained in Applied Epic and Vertafore.
Yes, Remote CoWorker’s insurance virtual assistants are trained in claims processing and adjudication.
Remote CoWorker can onboard an insurance virtual assistant in as little as 24 hours.
All of Remote CoWorker’s insurance virtual assistants are PCI Level 1, SOC 2, HIPAA & ISO certified, ensuring data security and compliance.
Whether you are a broker gaining traction or an agency reaching new growth goals, let Remote CoWorker match you with a trained, experienced insurance virtual assistant who can help your agency stay responsive, compliant, and competitive.
At Remote CoWorker, we believe that great teams build great companies. We prioritize the growth and well-being of every member of our team. Our talented assistants are supported, appreciated, and empowered to help your business succeed, which shows through our industry-leading retention and performance.
Our Culture
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We believe happy teams build great companies. That’s why we ensure the virtual assistants we provide are supported, skilled, and ready to help your business succeed.
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