⚡ Comparing VA Services for Insurance Agents

Tired of InsBOSS?
Try Silkee — Free VA & $0 Setup

A fully managed virtual assistant service for insurance agents, life producers, brokers, and executives. Broader coverage, zero startup cost, and a free replacement guarantee.

$0 Startup Fee$100/mo off annual plansFree replacement guaranteeOnboarded in 48 hoursLife + P&C + Real Estate
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Written by

Edward Cook Founder

Edward Cook is the founder of Silkee Solutions, a Colorado-based VA company helping insurance agents, brokers, and sales professionals delegate smarter. He built Silkee after seeing first-hand how much time insurance professionals lose to admin tasks a well-managed VA could handle far more efficiently.

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Who Switches to Silkee Solutions?

Silkee is not a one-size-fits-all platform. Here are the four profiles of insurance and sales professionals who get the most value — and why their previous provider fell short.

Life Insurance

Life Agents & Final Expense Producers

Many VA services are built for P&C workflows only. Life insurance agents, final expense producers, and annuity specialists find those workflows simply don’t match their business. Silkee supports all insurance verticals — not just property and casualty.

Independent Brokers

Brokers Managing Multiple Carriers

If you place business across carriers — life, health, P&C — you need a VA trained across systems, not just one product line. Silkee matches VAs to your specific book and provides ongoing management as your needs evolve.

Agency Owners

Agency Owners Who Need More Than Back-Office

Running an agency means wearing every hat. Most insurance VA services stop at back-office tasks. Silkee’s Executive and Customised packages cover inbox, team coordination, reporting, and strategic support that niche-only providers simply don’t offer.

Real Estate + Finance

Realtors & Financial Advisors With Insurance Overlap

If your practice spans insurance, real estate, or wealth management, you need a provider supporting all three verticals. Silkee is the only fully managed option built to serve multi-discipline professionals without compromise.

Why agents make the switch

Six Reasons Agents Look for a Different VA Provider

Here is what we hear most often from insurance professionals who have made the switch to Silkee Solutions.

🏛️

P&C-Only Training Leaves Life Agents Underserved

Several leading VA services were built by P&C underwriters for P&C agencies. Life insurance agents, final expense producers, and annuity specialists find the workflows simply don’t match their business. Silkee supports every insurance vertical.

💰

No Annual Commitment Incentive

Most insurance VA providers offer no annual discount. Silkee gives you $100 off per month on annual plans — $1,200 back every year — plus a $0 startup fee so you get going without any upfront cost or financial risk.

🔄

Limited Scope Beyond Insurance Admin

If you need insurance back-office support and an executive assistant, most niche providers force a second vendor. Silkee covers the full spectrum of your support needs — calendar, inbox, reporting, and more — in a single managed relationship.

🏡

No Support for Real Estate or Financial Advisory

Professionals whose practice spans insurance, real estate, and financial planning find narrow VA services too limiting. Silkee is the only fully managed option built to serve multi-vertical professionals without compromise.

Faster Onboarding With Pre-Built Workflows

Silkee clients are typically delegating real tasks within 48 hours. Pre-built post-sale processes mean your VA does not need weeks of onboarding before contributing value — productive from day one using proven systems.

🛡️

Free Replacement — No Awkward Conversations

If your VA is not the right fit for any reason — skills, schedule, or communication style — Silkee replaces them for free. We manage the entire transition so your operations keep running without interruption.

The business case

VA vs. a Full-Time Hire — The Real Cost Comparison

Most agents are comparing Silkee to hiring an in-house admin. Here is the math that makes the decision straightforward.

Cost breakdown

Full-time admin hire (salary + benefits + overhead)~$55,000/yr
Recruiting & onboarding costs~$3,000–$6,000
Benefits, payroll taxes & HR overhead~$8,000–$12,000/yr
Office space & equipment~$3,000–$5,000/yr
Total estimated annual cost ~$70,000+
Silkee Solutions (annual plan)Custom quote
Startup / setup fee0 — waived
Your estimated annual saving $30,000–$50,000+

What you keep

40–60%

Average cost saving vs. a full-time in-house admin when you switch to a fully managed Silkee VA — without sacrificing quality or oversight.

Hours reclaimed per week

15+

The average number of hours Silkee clients reclaim each week once their VA takes over post-sale admin, carrier communication, CRM updates, and client follow-ups.

Onboarding time

48 hrs

From your first call to delegating real tasks. Pre-built insurance workflows mean your VA is contributing from day one — no lengthy training burden on you.

Side-by-side comparison

Silkee Solutions vs Other VA Providers — How We Compare

An honest breakdown across the criteria insurance agents care about most — with a link to published pricing so you can verify figures yourself.

Feature ✦ Silkee Solutions P&C-Focused VA Services
Startup / setup fee$0 — waivedSetup fees typically apply
Annual discount$100/mo off — saves $1,200/yrNo published annual discount
Life insurance agent supportFully supportedPrimarily P&C focused
Real estate broker supportDedicated package availableNot offered
Executive assistant servicesPersonal + Executive + Custom tiersInsurance back-office only
Free VA replacementGuaranteed, no feeEmergency backup on some plans
Fully managed with oversightFull management includedManaged + QA on some plans
Pre-built insurance workflowsInsurance Concierge systemP&C workflows included
Onboarding speed48 hours to first tasksTypically 1–2 weeks
US-based management oversightColorado-based teamVaries by provider
Multi-vertical professionalsInsurance + RE + Finance + EAInsurance only

Published pricing typically ranges $999–$2,419/mo — see an example of published pricing here →

Plans for insurance professionals

Choose the Package That Fits Your Book of Business

Whether you are a solo life agent, a P&C agency owner, or an independent broker — Silkee has a fully managed VA option built around your specific workflow.

Post-sale heavy producers

Insurance Concierge

Pre-built post-sale management for agents who want zero setup and immediate, day-one execution across life and P&C workflows.

  • Pre-built post-sale processes
  • Pipeline & CRM management
  • Carrier communication handling
  • Escalation & issue resolution
  • Client communication oversight
  • Weekly & monthly reporting
  • Daily check-ins & full oversight
  • Free replacement guarantee
Learn More
Most popular
Full-cycle producers

Sales Assistant

A dedicated VA who manages your entire sales cycle — pre-sale and post-sale — with workflows fully customised to how you work and the carriers you use.

  • Everything in Insurance Concierge
  • Dedicated, named assistant
  • Customised pre & post workflows
  • Client relations management
  • Calendar & scheduling
  • Customised work schedule
  • Higher availability windows
  • Free replacement guarantee
Schedule a Free Call
Agency owners & multi-vertical pros

Executive Assistant

High-level support for agency owners who need more than insurance admin — covering the full operational picture of a growing business across multiple verticals.

  • Calendar & inbox management
  • Executive reporting & presentations
  • Team & client liaison
  • Deadline & workflow management
  • Multi-person project coordination
  • Social media oversight
  • Scales with your business
  • Free replacement guarantee
Learn More
Scale up — agencies & high-volume producers

Sales Specialist

The most advanced package for agencies ready to integrate CRM systems, scale workflows, and track KPIs with full customisation. Includes project-based flexibility and advanced recovery workflows built around your specific book.

  • Everything in Sales Assistant
  • CRM & software integrations
  • Custom KPI tracking & reporting
  • Advanced recovery workflows
  • Project-based flexibility
  • Priority support & account management
Get a Custom Quote
Simple onboarding

Up and Running in 48 Hours

Four steps from your first conversation to a productive VA handling your admin — no lengthy setup, no training burden on your end.

Book a Free 15-Min Call

Tell Edward’s team your role, your volume, and what is eating your time. We will match you to the right package — no commitment required at this stage.

We Assign Your VA

We hand-select a VA based on your insurance vertical, work hours, CRM, and preferred workflow style. You are involved in the selection process.

Activate Pre-Built Workflows

Your VA starts with our proven insurance workflows — no lengthy training from you required. Contributing and productive from day one.

Delegate and Close More

Post-sale admin, carrier calls, client follow-ups, CRM updates — all handled. Your time goes back to writing new business and growing your book.

Real client results

What Agents Say After Making the Switch

From life insurance producers to P&C agency owners — here is what Silkee clients tell us after their first 90 days.

★★★★★

“My VA handles all my post-sale follow-ups and carrier calls now. I went from three hours of daily admin to focusing entirely on prospecting and closing. Best business decision I have made in years — the ROI was obvious within the first month.”

★★★★★

“Onboarded in under 48 hours. The workflows were already built — I did not set up anything from scratch. My assistant was managing my inbox and pipeline by day two. I honestly did not believe it would be that fast until I experienced it myself.”

★★★★★

“I have reclaimed 15 hours a week. My persistency rate has never been higher because nothing falls through the cracks anymore. The $0 startup fee made it a no-brainer to try Silkee — and switching was the best call I have made for my agency.”

Common questions

Frequently Asked Questions

Everything you need to know before switching to Silkee Solutions from your current VA provider.

Yes. Silkee Solutions serves life insurance agents, real estate brokers, financial advisors, and executives — with a fully managed model, free replacement guarantee, $0 startup fee, and $100 per month off annual plans. It is a broader, more flexible alternative to providers focused exclusively on P&C back-office work.
Published pricing for insurance-specific VA services typically ranges from $999 to $2,419 per month. Silkee offers competitive pricing with $0 startup fee and $100 per month off when you commit annually — saving $1,200 per year versus monthly billing.
Yes — and this is one of Silkee’s biggest advantages. Silkee supports life insurance agents, final expense producers, P&C agents, independent brokers, real estate professionals, financial advisors, and executives. If your book of business spans more than one vertical, Silkee is built for how you actually work.
Silkee offers a free replacement guarantee. If your assigned VA is not the right fit for any reason — skill set, schedule, or communication style — we replace them at no additional cost. No difficult conversations on your end.
Most Silkee clients are onboarded and delegating real tasks within 48 hours of their consultation call. Pre-built workflows for insurance agents mean your VA contributes from day one — you are not spending your first week training them. Edward Cook’s team manages the entire onboarding process.
Yes. Silkee offers Personal Assistant, Executive Assistant, and Customised Assistant packages covering calendar management, inbox management, executive reporting, social media oversight, and project coordination. One relationship for all of your support needs — no second vendor required.
Silkee starts with a minimum of one month for regular packages. Annual commitments unlock the $100 per month discount and $0 startup fee. For Fully Tailored Solutions, additional time is needed to vet and hire the right professional for your team.
Ready to make the switch?

Stop Paying More for Less.
Book Your Free Call Today.

No commitment. No pressure. A 15-minute conversation with Edward’s team to see if Silkee is the right fit — and to get a transparent, tailored quote.

$0 Startup Fee$100/mo off annual planFree replacement guaranteeOnboarded in 48 hoursLife + P&C + Real Estate
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