Virtual Staffing for Insurance Agencies

Your Insurance Agency Deserves World-Class Talent at a Fraction of the Cost

Hire insurance-trained virtual assistants who know your carriers, your systems, and your workflows. Erie specialists who earn their seat on day one.

Insurance and tax paperwork organized on a desk

The problem

Running an insurance agency shouldn't mean drowning in admin

Drowning in Paperwork

Quotes, endorsements, renewals, claims. Your producers spend more time in carrier portals than writing new business.

Hiring Is Expensive & Slow

Finding staff who already understand insurance systems and underwriting rules costs a fortune and takes months you don't have.

Growth Is Stalling

You know you could write more business, but your team is maxed out servicing the book you already have.

What we do

Insurance VA services built for agencies

We specialize in the core work every insurance agency runs. Deep expertise in Erie Insurance. Marketing, admin, and bookkeeping are available as surplus services once the core is covered.

Quoting & New Business

Quote prep, application entry, underwriting follow-ups, and bind support across every carrier you write. Deep Erie expertise included.

Endorsements & Policy Changes

Endorsement processing, policy updates, coverage changes, and document delivery. Carrier-level precision, every time.

Renewals & Retention

Renewal reviews, remarketing, client outreach, and retention calls so your book keeps compounding year over year.

Claims & Customer Service

First-notice-of-loss intake, claims follow-ups, and inbound servicing that keeps clients feeling cared for.

Marketing Support

Surplus service. Social media, email campaigns, and content for agencies ready to grow top-of-funnel.

Admin & Bookkeeping

Surplus service. Inbox management, scheduling, invoicing, and AP/AR for agencies that want one partner handling it all.

How it works

Get started in 3 simple steps

Simple process. Fast results. From first call to productive VA in a week.

Discovery call between Allocon and an insurance agency owner
01

Consult

Tell us about your agency, your carriers, and your bottlenecks in a free 30-minute call.

02

Match

We hand-pick an insurance-trained VA matched to your book and carrier mix, with Erie expertise built in.

03

Scale

Your VA is productive from day one. Add surplus services as your book grows.

The Allocon team partnering with insurance agencies

A real team behind every placement

Allocate smarter. Scale faster. A dedicated account manager and insurance-trained VAs working as an extension of your agency.

Why Allocon

Not a generic VA marketplace. Built for insurance agencies

We're built for insurance agencies, with special expertise in Erie Insurance workflows.

Insurance-Trained, Erie-Specialized

Our VAs work across every major US carrier and know insurance workflows inside out. Erie's systems and underwriting guidelines? We live in them.

7-Day Average Placement

From first call to a fully onboarded VA working inside your systems. About a week, start to finish.

No Long-Term Contracts

Flexible month-to-month engagements. Scale up, scale down, or pause as your agency needs change.

Dedicated Account Manager

A single point of contact who knows your business inside and out, ensuring quality and consistency.

Proof

The numbers agencies see with Allocon

Numbers may vary with company size and workflow.

Up to 40%

Producer Time Reclaimed

Up to 70%

Lower Staffing Cost

Up to 10x

Faster to Scale

A happy agency team celebrating together in a modern office
“Allocon has helped us reduce operational costs, improve workflow efficiency, and manage our agency processes more effectively. It has allowed our team to save time, reduce manual effort, and focus more on serving our clients.”

Agency Owner

Erie Insurance Agency, Pennsylvania

Pricing

Plans built around your agency

Every plan includes:

  • Insurance-trained virtual assistant
  • Dedicated account manager
  • Full onboarding & training support
  • No long-term contract required
  • Productive from day one
Get a Custom Quote

Flexible, month-to-month engagements.

Book a time

Book your free consultation

Pick a time that works for you. We'll discuss your agency's workflows and show you exactly how Allocon can help.

Prefer to reach out directly? Contact Us

Get in touch

Ready to scale your agency?

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