Grow your insurance business without drowning in admin and compliance
Remote admin for insurance agents. Endless service requests, renewals, and admin slow everything down.
You didn't build the agency to chase forms or worry about data security. Work should flow securely and support business growth.
Compliance
Audit passed · annually
96% checks clean
Average Agency
18 hrs / week
saved on admin in first 30 days
Transform your approach with Executive Virtual Assistants
Pre-trained, security-first, shaped around how your agency actually runs
01 · Pre-trained
Pre-trained for insurance
Our EVAs are trained specifically to insurance industry standards — policies, carriers, compliance workflows, and agency management systems.
- AMS360 · Applied Epic
- Carrier portals
- Renewals & COIs
02 · Unmatched Security
Security is non-negotiable
Ongoing daily compliance audits, device policies, and SOC 2 Type 2 controls make sure client data never leaves its protected lane.
- SOC 2 Type 2
- Daily audits
- Encrypted devices
03 · Fully Customized
Built around how you work
We tailor support processes to your agency — your tools, your SOPs, your client touchpoints — so your EVA fits in from day one.
- Your SOPs
- Your tools
- Your voice
At SecureEVAs, data security is the foundation of our success
SOC 2 Type 2 controls govern every workflow. Our operations team runs continuous compliance audits so sensitive policyholder data stays inside a verifiable, defensible perimeter — while costing a fraction of an in-house hire.
SOC 2 Type 2
Audited controls
~60% lower cost
vs in-house admin
99% retention
of client accounts
- Reduce overhead while scaling service capacity
- Improve client satisfaction with faster turnarounds
- Increase security posture across every workflow
- Standardized SOPs aligned to insurance regulations
Certified
SOC 2 Type 2
Independently audited controls across security, availability, and confidentiality.
From buried in admin to back in the field in three steps
A deliberate, compliance-first onboarding designed for agencies that can't afford to get security wrong.
Share your needs
A 20-minute discovery call maps your workflows, tools, and the tasks that are eating your week.
Get matched
We pair you with a pre-trained EVA from our top 6% — security-vetted, insurance-fluent, agency-ready.
Delegate confidently
Hand off renewals, COIs, and service requests with daily audits and clear SLAs protecting every step.
No time to train anyone new?
We only advance the top 6% of candidates and pre-train them on insurance-specific workflows, security, and client communication.
Every EVA clears a 7-stage screen: background, English fluency, domain knowledge, security training, live simulation, SOP audit, and manager interview.
Insurance industry trained
Carriers, AMS tools, policy lifecycles, and service SLAs — they already know the playbook.
Unmatched security
SOC 2 Type 2 controls, daily audits, and device-level policies built for regulated data.
Enterprise-ready support
Redundancy, documented SOPs, and a support layer that scales with your book of business.
Get More Value From Your Virtual Assistant With Our VA Maximization Guide
Get more value from your EVA. This practical guide gives you ready-to-use strategies and workflows to help your VA save your time and drive result
- Practical workflows you can use right away
- Save time & Improve daily productivity
- Security best practices (device+access)
- Templates, tools & operational playbooks
Trust, compliance confidence, less training time
“Our onboarding used to take weeks. With Secure EVA, our assistant came pre-trained on our AMS, our SOPs, and the compliance side. That alone gave me 10 hours back a week.”
Mark L.
Agency Owner
“The security posture is what sold us. SOC 2 Type 2, device policies, daily audit logs — it's what our E&O carrier wanted to see. Our renewals team finally has breathing room.”
Jennifer R.
Operations Manager
Hire the best-trained assistant you've ever had
Get matched with a pre-trained, compliance-ready Secure EVA. No long contracts, no surprises.