Guides, tips and resources for insurance agents using virtual assistants to manage policy operations, CRM and client retention.
If you’re comparing Cover Desk against other insurance VA providers, here’s an honest breakdown — including where Cover Desk genuinely has a strong case, and where Silkee’s model works differently. Cover Desk is a real, established player — Austin-based, founded in 2018, with a genuine ASNOA endorsement and deep familiarity with the Vertafore product suite. […]
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Life insurance carries a compliance layer that P&C simply doesn’t — the moment a client considers replacing an existing policy, specific disclosure rules kick in that don’t apply to a home or auto renewal. A virtual assistant for life insurance agents needs to understand that distinction, not treat every policy the same way. Silkee provides
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If you’re comparing VirtualNexgen Solutions against other insurance VA providers, here’s an honest, factual comparison to help you decide — including where VirtualNexgen genuinely has a case, and where Silkee’s model works differently. Looking for a VirtualNexgen alternative usually means one of two things: you want a provider built exclusively around insurance rather than “all
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Stop wasting producer time on admin. See exactly which insurance admin tasks to outsource, what to keep in-house, and how Silkee Solutions gets you started this week.
Outsource Insurance Admin Tasks: What to Delegate & How Read More »
Florida is one of the most complex insurance markets in the United States — and one of the most demanding for independent agents operating inside it. Between hurricane exposure, a volatile homeowners market, frequent carrier withdrawals, litigation pressure, and some of the highest claim frequency in the country, Florida agents carry an administrative burden that
State Farm agents are living through the biggest restructuring of the agent relationship in decades. In 2026, State Farm confirmed it is eliminating health insurance coverage for agents and their spouses, shifting commissions from trailing renewal payments to new-business incentives, and requiring every agent to sign a new contract by 2028 or accept an exit
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Agencies choose QQCatalyst for a specific reason: it delivers a modern, cloud-based agency management system at a price point that works for smaller and mid-sized independent shops. That value is real. But it comes with a trade-off most agency owners discover a few months in — the platform runs beautifully for carriers connected through IVANS
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This is the question almost every agency owner asks before bringing on a virtual assistant, even if they don’t say it out loud: am I going to get in trouble for this? It’s a fair question, and it deserves a direct answer rather than a sales pitch that glosses over it. The short answer: no,
Can a Virtual Assistant Sell Insurance? What’s Legal and What Isn’t Read More »
Houston insurance agencies carry a heavier administrative load than most. Between the energy sector’s commercial insurance demands, hurricane season claims surges, and a client base where bilingual service isn’t optional, the back-office workload here looks different from a typical agency in a smaller market. Silkee provides insurance virtual assistants who understand what makes Houston agencies
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Applied Epic tends to show up at a different scale than AMS360 or EZLynx — larger brokerages, MGAs, and agencies with complex commercial books that need deeper account structuring than simpler platforms offer. If that’s your agency, a generalist VA isn’t enough. You need someone who already understands how Epic’s account hierarchy, activity management, and
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