Portrait of portfolio creator – front view

Hi

Portrait of portfolio creator – front view

Hi

Devers wanjiku

INSURANCE

VIRTUAL
ASSISTANT


I'm an Insurance Virtual Assistant for Insurance Agencies/Brokers.

I'm an Insurance Virtual Assistant for Insurance Agencies/Brokers.

what I can do for you

I handle the certificates, renewals, and client admin that slow down busy insurance agents and brokers. So you can spend more time selling and less time chasing paperwork.

1. Inbox & Calendar Management

Document preparation (policies, reports, contracts)

File and data organization for easy access

Meeting coordination and reminders

2. Policy Renewal & Coordination

Prepare and manage claims documentation

Track claim status and follow up with providers

Ensure accuracy in policy details and client records

3. Client Onboarding Support

Track leads, policies, and claims efficiently

Generate organized client and sales reports

Ensure data accuracy and confidentiality

4. Lead Generation Support

Research client needs and industry trends

Build organized lead lists for follow-up

Support marketing campaigns with targeted data

5. Certificate & ACORD Support

Prepare and issue certificates on request

Track certificate and policy expiration dates

Maintain an organized certificate log

1. Inbox & Calendat Management

Document preparation (policies, reports, contracts)

File and data organization for easy access

Meeting coordination and reminders

2. Policy Renewal & Coordination

Prepare and manage claims documentation

Track claim status and follow up with providers

Ensure accuracy in policy details and client records

3. Client Onboarding Support

Track leads, policies, and claims efficiently

Generate organized client and sales reports

Ensure data accuracy and confidentiality

4. Lead Geneartion Support

Research client needs and industry trends

Build organized lead lists for follow-up

Support marketing campaigns with targeted data

5. Certificate & ACORD Support

Prepare and issue certificates on request

Track certificate and policy expiration dates

Maintain an organized certificate log

About me

I bring four years of customer service experience handling client communication, documentation, and follow-up under tight deadlines; skills that translate directly to the pace of an insurance agency. I'm certified in Insurance, in Bloom Executive VAs and ALX Africa, with hands-on training in ACORD forms, certificate requests, and platforms like Applied Epic, EZLynx, HawkSoft, AMS360, and Vertafore. I chose insurance because agencies run on accuracy and response time, and that's exactly where I perform best. I work best with independent agents and small agency teams who need reliable admin support without having to manage or train someone from scratch.

Featured Projects

Showcasing a selection of my work, including insurance operations management, policy and claims support, CRM and data management, lead generation, and administrative solutions that help businesses run efficiently.

What My Clients Say

Here’s what my clients have shared about their experiences working with me. Their trust and satisfaction motivate me to continue streamlining Insurance Operations and help businesses grow.

The support with policy renewals and claims tracking has saved me countless hours. I highly recommend hiring Devers for any growing insurance business.

Michael Davis

Life Insurance Agent

From CRM management to administrative tasks, having a VA has allowed me to focus on client relationships without worrying about the backend work.

Reviewer Avatar

James Rodriguez

Property Insurance Consultant

She is professional, reliable, and detail-oriented! Her help with lead generation and client follow-ups has really boosted my business.

Reviewer Avatar

Emily Carter

Health Insurance Specialist

Efficient, organized, and proactive, Devers is exactly what I needed to streamline my operations. A true asset to any insurance business.

Reviewer Avatar

Olivia Martinez

Independent Insurance Agent

Frequently Asked Questions

Here are answers to some of the most common questions I receive. If you don’t see your question here, feel free to reach out—I’m happy to help!

1.

What services do you offer?

2.

Can you handle client communications?

3.

Are you familiar with insurance software and CRM tools?

4.

Can you help with lead generation and research?

5.

Do you provide general administrative support?

6.

Do you help with policy renewals and claims?

1.

What services do you offer?

2.

Can you handle client communications?

3.

Are you familiar with insurance software and CRM tools?

4.

Can you help with lead generation and research?

5.

Do you provide general administrative support?

6.

Do you help with policy renewals and claims?

1.

What services do you offer?

2.

Can you handle client communications?

3.

Are you familiar with insurance software and CRM tools?

4.

Can you help with lead generation and research?

5.

Do you provide general administrative support?

6.

Do you help with policy renewals and claims?

The Value of Virtual Assistants for Insurance Businesses

Learn how virtual assistants can streamline insurance operations, manage client data, support policy and claims processing, and help insurance businesses save time while improving efficiency.

Portrait of portfolio creator

Hi

Hi

Let's work together

Let’s build something impactful together.

Portrait of portfolio creator – front view

Hi

Portrait of portfolio creator – front view

Hi

Devers wanjiku

INSURANCE

VIRTUAL
ASSISTANT


I'm an Insurance Virtual Assistant for Insurance Agencies/Brokers.

I'm an Insurance Virtual Assistant for Insurance Agencies/Brokers.

what I can do for you

I handle the certificates, renewals, and client admin that slow down busy insurance agents and brokers. So you can spend more time selling and less time chasing paperwork.

1. Inbox & Calendar Management

Document preparation (policies, reports, contracts)

File and data organization for easy access

Meeting coordination and reminders

2. Policy Renewal & Coordination

Prepare and manage claims documentation

Track claim status and follow up with providers

Ensure accuracy in policy details and client records

3. Client Onboarding Support

Track leads, policies, and claims efficiently

Generate organized client and sales reports

Ensure data accuracy and confidentiality

4. Lead Generation Support

Research client needs and industry trends

Build organized lead lists for follow-up

Support marketing campaigns with targeted data

5. Certificate & ACORD Support

Prepare and issue certificates on request

Track certificate and policy expiration dates

Maintain an organized certificate log

1. Inbox & Calendat Management

Document preparation (policies, reports, contracts)

File and data organization for easy access

Meeting coordination and reminders

2. Policy Renewal & Coordination

Prepare and manage claims documentation

Track claim status and follow up with providers

Ensure accuracy in policy details and client records

3. Client Onboarding Support

Track leads, policies, and claims efficiently

Generate organized client and sales reports

Ensure data accuracy and confidentiality

4. Lead Geneartion Support

Research client needs and industry trends

Build organized lead lists for follow-up

Support marketing campaigns with targeted data

5. Certificate & ACORD Support

Prepare and issue certificates on request

Track certificate and policy expiration dates

Maintain an organized certificate log

About me

I bring four years of customer service experience handling client communication, documentation, and follow-up under tight deadlines; skills that translate directly to the pace of an insurance agency. I'm certified in Insurance, in Bloom Executive VAs and ALX Africa, with hands-on training in ACORD forms, certificate requests, and platforms like Applied Epic, EZLynx, HawkSoft, AMS360, and Vertafore. I chose insurance because agencies run on accuracy and response time, and that's exactly where I perform best. I work best with independent agents and small agency teams who need reliable admin support without having to manage or train someone from scratch.

Featured Projects

Showcasing a selection of my work, including insurance operations management, policy and claims support, CRM and data management, lead generation, and administrative solutions that help businesses run efficiently.

What My Clients Say

Here’s what my clients have shared about their experiences working with me. Their trust and satisfaction motivate me to continue streamlining Insurance Operations and help businesses grow.

The support with policy renewals and claims tracking has saved me countless hours. I highly recommend hiring Devers for any growing insurance business.

Michael Davis

Life Insurance Agent

From CRM management to administrative tasks, having a VA has allowed me to focus on client relationships without worrying about the backend work.

Reviewer Avatar

James Rodriguez

Property Insurance Consultant

She is professional, reliable, and detail-oriented! Her help with lead generation and client follow-ups has really boosted my business.

Reviewer Avatar

Emily Carter

Health Insurance Specialist

Efficient, organized, and proactive, Devers is exactly what I needed to streamline my operations. A true asset to any insurance business.

Reviewer Avatar

Olivia Martinez

Independent Insurance Agent

Frequently Asked Questions

Here are answers to some of the most common questions I receive. If you don’t see your question here, feel free to reach out—I’m happy to help!

1.

What services do you offer?

2.

Can you handle client communications?

3.

Are you familiar with insurance software and CRM tools?

4.

Can you help with lead generation and research?

5.

Do you provide general administrative support?

6.

Do you help with policy renewals and claims?

1.

What services do you offer?

2.

Can you handle client communications?

3.

Are you familiar with insurance software and CRM tools?

4.

Can you help with lead generation and research?

5.

Do you provide general administrative support?

6.

Do you help with policy renewals and claims?

1.

What services do you offer?

2.

Can you handle client communications?

3.

Are you familiar with insurance software and CRM tools?

4.

Can you help with lead generation and research?

5.

Do you provide general administrative support?

6.

Do you help with policy renewals and claims?

The Value of Virtual Assistants for Insurance Businesses

Learn how virtual assistants can streamline insurance operations, manage client data, support policy and claims processing, and help insurance businesses save time while improving efficiency.

Portrait of portfolio creator

Hi

Hi

Let's work together

Let’s build something impactful together.

Portrait of portfolio creator – front view

Hi

Portrait of portfolio creator – front view

Hi

Devers wanjiku

INSURANCE

VIRTUAL
ASSISTANT


I'm an Insurance Virtual Assistant for Insurance Agencies/Brokers.

I'm an Insurance Virtual Assistant for Insurance Agencies/Brokers.

what I can do for you

I handle the certificates, renewals, and client admin that slow down busy insurance agents and brokers. So you can spend more time selling and less time chasing paperwork.

1. Inbox & Calendar Management

Document preparation (policies, reports, contracts)

File and data organization for easy access

Meeting coordination and reminders

2. Policy Renewal & Coordination

Prepare and manage claims documentation

Track claim status and follow up with providers

Ensure accuracy in policy details and client records

3. Client Onboarding Support

Track leads, policies, and claims efficiently

Generate organized client and sales reports

Ensure data accuracy and confidentiality

4. Lead Generation Support

Research client needs and industry trends

Build organized lead lists for follow-up

Support marketing campaigns with targeted data

5. Certificate & ACORD Support

Prepare and issue certificates on request

Track certificate and policy expiration dates

Maintain an organized certificate log

1. Inbox & Calendat Management

Document preparation (policies, reports, contracts)

File and data organization for easy access

Meeting coordination and reminders

2. Policy Renewal & Coordination

Prepare and manage claims documentation

Track claim status and follow up with providers

Ensure accuracy in policy details and client records

3. Client Onboarding Support

Track leads, policies, and claims efficiently

Generate organized client and sales reports

Ensure data accuracy and confidentiality

4. Lead Geneartion Support

Research client needs and industry trends

Build organized lead lists for follow-up

Support marketing campaigns with targeted data

5. Certificate & ACORD Support

Prepare and issue certificates on request

Track certificate and policy expiration dates

Maintain an organized certificate log

About me

I bring four years of customer service experience handling client communication, documentation, and follow-up under tight deadlines; skills that translate directly to the pace of an insurance agency. I'm certified in Insurance, in Bloom Executive VAs and ALX Africa, with hands-on training in ACORD forms, certificate requests, and platforms like Applied Epic, EZLynx, HawkSoft, AMS360, and Vertafore. I chose insurance because agencies run on accuracy and response time, and that's exactly where I perform best. I work best with independent agents and small agency teams who need reliable admin support without having to manage or train someone from scratch.

Featured Projects

Showcasing a selection of my work, including insurance operations management, policy and claims support, CRM and data management, lead generation, and administrative solutions that help businesses run efficiently.

What My Clients Say

Here’s what my clients have shared about their experiences working with me. Their trust and satisfaction motivate me to continue streamlining Insurance Operations and help businesses grow.

The support with policy renewals and claims tracking has saved me countless hours. I highly recommend hiring Devers for any growing insurance business.

Michael Davis

Life Insurance Agent

From CRM management to administrative tasks, having a VA has allowed me to focus on client relationships without worrying about the backend work.

Reviewer Avatar

James Rodriguez

Property Insurance Consultant

She is professional, reliable, and detail-oriented! Her help with lead generation and client follow-ups has really boosted my business.

Reviewer Avatar

Emily Carter

Health Insurance Specialist

Efficient, organized, and proactive, Devers is exactly what I needed to streamline my operations. A true asset to any insurance business.

Reviewer Avatar

Olivia Martinez

Independent Insurance Agent

Frequently Asked Questions

Here are answers to some of the most common questions I receive. If you don’t see your question here, feel free to reach out—I’m happy to help!

1.

What services do you offer?

2.

Can you handle client communications?

3.

Are you familiar with insurance software and CRM tools?

4.

Can you help with lead generation and research?

5.

Do you provide general administrative support?

6.

Do you help with policy renewals and claims?

1.

What services do you offer?

2.

Can you handle client communications?

3.

Are you familiar with insurance software and CRM tools?

4.

Can you help with lead generation and research?

5.

Do you provide general administrative support?

6.

Do you help with policy renewals and claims?

1.

What services do you offer?

2.

Can you handle client communications?

3.

Are you familiar with insurance software and CRM tools?

4.

Can you help with lead generation and research?

5.

Do you provide general administrative support?

6.

Do you help with policy renewals and claims?

The Value of Virtual Assistants for Insurance Businesses

Learn how virtual assistants can streamline insurance operations, manage client data, support policy and claims processing, and help insurance businesses save time while improving efficiency.

Portrait of portfolio creator

Hi

Hi

Let's work together

Let’s build something impactful together.

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