Ethos is here to support your insurance business with highly specialized
Virtual Assistants

  • Ethos-Certified for Independent Insurance Agents

  • English speaking, also available in bilingual English/Spanish

  • All US time zones

Why you’ll love having a VA

Virtual assistants will take these tasks off your plate so you can focus on revenue generating activities:

  • General servicing & onboarding

  • Online-portal support

  • Policy quoting & auditing

  • Policy renewals & re-marketing

  • Claims follow-ups

  • Payment reminders

  • Referrals & prospect follow-ups

  • Inbound/Outbound calls & emails

  • Appointment management

  • CRM management

  • Data entry & data hygiene

  • Administrative tasks

The Ethos Difference

Our Virtual Assistants are dedicated to generating revenue for Independent Insurance Agents, and….

  • We don't outsource. We staff, train, and manage in-house

  • We specialize in Insurance

  • Our VAs are Bilingual (native English & Spanish), allowing you to expand into untapped markets

  • Each VA is dedicated exclusively to your business

  • Your Client Success Manager will continuously optimize the relationship with you and your VA

Priority Insurance Agency
Neil Schwabe
Smith and Soba Insurance Group
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“The Ethos Virtual Assistant has consistently brought in an increasing amount of new opportunities for over 10 months and has freed up my time to generate more revenue per client!”

—William S.

Let’s match
you with the perfect VA