The problem with how most agencies think about VAs
When insurance agency owners hear "virtual assistant," they think "extra hands." Someone to answer emails. Maybe update a spreadsheet.
That's not what SecureEVAs does.
SecureEVAs helps agency owners get more time and run a smoother, more profitable business. Instead of hiring someone for busywork, they place a skilled team member in your agency — someone who is ready to contribute from day one and backed by ongoing support to make sure things go well.
Instead of doing everything yourself, you get someone trained to keep your business organized, your team on track, and your time focused on growing your agency.
What is draining your insurance agency every day
If you're a growth-stage agency owner, managing a $7M+ book, leading a team, trying to find time to sell, here's what's probably happening:
You're spending valuable time on repetitive tasks like paperwork, CRM updates, payment follow-ups, and reports.
That leaves less time to build relationships, retain clients, and grow your agency.
All this stress adds up. Important things get missed, and clients notice when service starts to slip.
This is the problem SecureEVAs was designed to solve.
How SecureEVAs actually works
Step 1: Recruit, Vet, and Train Before You Ever Meet Them
SecureEVAs doesn't send you a résumé and ask you to figure it out. They run a complete talent pipeline:
Review approximately 500 candidates monthly
Screen for learning agility, conscientiousness, and proactive communication
Run structured interviews and scored work samples — no gut-feel hiring
Hire only top-tier candidates, then put them through six weeks of insurance-focused training
Weed out anyone who doesn't meet the standards for habits, behaviors, and performance
When you meet your top three candidates, they've already passed SecureEVAs' standards. You get to pick from people who are ready to help right away.
Step 2: Choose Your Track
Candidates who pass training move into one of two specializations:
Lead generation track — built for sales support, outreach, pipeline management, and win-back campaigns
Executive assistant track — built for high-level operational and administrative work
This means the VA you hire has been trained for the type of work you actually need, not just "VA stuff."
Step 3: The Goal-Oriented Partnership Begins
This is where SecureEVAs diverges from every other VA provider. After placement, a dedicated consultant — a licensed insurance agent — works with you to:
Understand your agency's specific goals and priorities
Identify where the VA should be deployed for maximum efficiency and ROI
Run regular business consulting calls to review performance, adjust strategy, and keep you on track
This is a true partnership. SecureEVAs works with you, providing skilled virtual assistants who help your agency run better and make your life easier.
What a SecureEVAs virtual assistant does for your agency
Your VA works your schedule and plugs directly into your workflow. Common tasks include:
Operational Support
CRM updates, document uploads, and underwriting requests
Payment follow-ups, payroll assistance, and reporting
KPI tracking and performance trend reporting
Sales and Growth Support
Lead management, outreach, and win-back campaigns
Pipeline organization and follow-up tracking
Social media and retention outreach
Structure and Visibility
Building SOPs and standard processes
Tracking team performance and accountability
Turning scattered data into actionable insights
Most owners save 3 to 4 hours each day and use that time for things that truly move their business forward.
Why SecureEVAs stands apart from every other VA provider
Enterprise-Grade Security
SecureEVAs is SOC 2 Type 2 certified, aligned with the same standards as major carriers like Allstate and Farmers. If your agency handles sensitive client data, this level of security is not optional — it is the baseline.
Elite Talent Pipeline
Top 10% selection. Six weeks of insurance-specific training. Ongoing biweekly development sessions and side-by-side coaching. Your VA keeps getting better over time — which means your agency keeps running better over time.
Built by an Insurance Agency Owner
SecureEVAs' founder built and led large, successful insurance agencies. This isn't a staffing company that learned about insurance from a brochure. The system was designed from the inside out, by someone who has lived the same challenges you face every day.
Risk-Free Start
A two-week nesting period at the start of every engagement. Weekly billing. Replacement guarantee if the fit isn't right. You can confirm the match works before you fully commit.
Is SecureEVAs the right fit for your agency?
SecureEVAs is particularly valuable for:
Agency owners with large, growing books who are ready to systemize and scale
Owners who need structure, not just staff — teams that are reactive, disorganized, or dependent on the owner for everything
Producers and leaders who are spending too much time on admin and not enough time on revenue
Growing agencies preparing for new locations, acquisitions, or expansion
The real results SecureEVAs clients experience
It's not just the hours saved.
You finally feel less stressed. Annoying tasks get done. Your team takes more responsibility, you can see what's going on, and your agency runs smoothly instead of always being in crisis mode.
That's what SecureEVAs delivers: focus, structure, and scalable growth.
