Never chase a last-minute renewal again.
Finally, get expert virtual assistants that give you your day back. Onboard them quickly: VAs are pre-trained on Allstate procedures.
VAs perform non-licensed tasks under your supervision.
How it works
Get started in three simple steps. From discovery to full operation in days.
Discover
We map your renewal cadence, inbox routing, COI/claims intake, and CRM standards in a 30-minute call.
→ You leave with a simple 30/60/90-day plan.
Onboard
Your VA starts inside a VM-secured workspace with carrier-safe SOPs, so they know what VAs can/can't do.
→ Tasks go live in days, not months.
Operate
Build momentum: renewals, quote-prep, claims intake, COIs, CRM hygiene, client touchpoints.
→ Calmer ops, predictable renewals, more time to sell.
What VAs can and can't do
VAs do non-licensed tasks under your supervision. Anything requiring a license is flagged to your team.
VAs can
- Renewal reminders (90/60/30/7) & missing-doc chase
- Quote-prep completeness checklists
- Claims intake triage & scheduling
- COI request intake & queueing (licensed staff sends)
- CRM hygiene, dedupe, tagging, tasking
- Inbox triage & routing; voicemail/email sorting
- Client touches (birthdays, NPS, reviews, newsletters)
VAs can't
- Advise on coverage or pricing
- Bind or issue policies
- Independently quote or negotiate claims
- Make underwriting decisions
- Access beyond least-privilege scope
- Anything outside your documented SOPs
Clear "flag-up" rules are built into our SOPs so licensed staff step in at the right moments.
Proven security. Clear compliance.
VM-only access
Your VA works inside managed virtual machines — no loose VPNs or local downloads — so PII/PHI stays locked down.
SOC 2 Type 2 & HIPAA
Controls, logging, and training aligned to industry standards.
Audits & least-privilege
Role-based access, audit trails, daily checks, and rapid de-provisioning.
Need IT details? Download our Security Brief to see how we protect your data.
Get instant accessWhy VM-secured access?
VM
Controlled environment
VPN
Network tunnel only
Audit trails
No local data
Full visibility
Insurance-specific outcomes
renewal timeliness
of policies touched 30+ days pre-renewal
hours saved per week
on admin tasks on average
client love
increase in client satisfaction score
See more satisfied customers in our case studies.
What VAs can do for your agency
Every feature designed to give you time back and keep clients happy.
Renewal cadence SOP
Reminders sent 90/60/30/7 days before renewal + doc chase + calendar holds.
Fewer day-of scrambles; higher retention.
Quote-prep completeness
Apps checked before your licensed staff quotes.
Faster bindings; less back-and-forth.
Claims intake triage
Calm first-notice data collection + scheduled licensed callback.
Clients feel heard; cleaner files.
COI request routing
From intake to an organized queue; licensed staff sends quotes.
Faster turnarounds; fewer misses.
Inbox & CRM hygiene
VAs improve your sales success rate with triage, tagging, and deduping leads.
Clear queues; smarter follow-ups.
Client touch calendar
Remember birthdays and send helpful newsletters to stay in touch.
Higher NPS; more referrals.
Start with 40 hours this month — no setup fee, cancel anytime
Book a 30-min workflow audit to identify your quick-win projects.
Schedule nowFrequently asked questions
Got questions? We've got answers.
Is hiring a VA allowed by Allstate?
After meeting rigorous compliance standards, SecureEVAs is the first VA provider pre-trained to serve Allstate agents nationally. VAs operate within non-licensed scope, with security controls aligned to SOC 2 Type 2/HIPAA.
VPNs make me nervous.
We don't rely on them. VAs work inside managed virtual machines with audit trails for stronger control and traceability.
Will I spend more time managing a VA than I save?
We onboard with a clear 30/60/90 plan, provide ready-to-use SOPs/templates, and assign a client success lead. You can run a pilot project for 40 hours in a month and then scale.
I'm worried offshore quality won't meet our standard.
Our process ensures every VA is vetted, trained (specifically for Allstate), tested, and trusted. They also develop business soft skills with training that includes empathy scripts and QA coaching to reduce escalations.
Can VAs help me with marketing?
Yes — they're here to take on your non-licensed admin and marketing tasks, so you can spend more time selling (or relaxing!). VAs are trained to produce newsletters, review inquiry requests, set up your Google Business Profile or social media, and handle simple SEO improvements — always within your brand and compliance rules.
Get the Allstate VA Starter Kit
Everything you need to start working with virtual assistants in your agency.
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Human help, carrier-grade security.
Trained. Tested. Trusted. Allstate-ready.