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Active policies +400
Persistency 93%
24/7 Availability
Saved policies Avg 15% increase
Virtual Assistant for Independent Insurance Agents – Silkee Insurance Concierge
An Insurance Concierge is a specialized virtual team dedicated exclusively to insurance workflows. From post-sale administration to ongoing client communication, your concierge ensures that no policy, renewal, or follow-up ever falls through the cracks.
This service is ideal for insurance agents, brokers, and agencies that want to scale without hiring full-time, in-house staff.
Why Hire a Virtual Insurance team?
Unlock efficiency and growth with a modern approach to sales staffing.
More time and freedom to sell and advise
Lower overhead without hiring in-house staff
Scales seamlessly with your book of business
No missed policy actions or follow-ups
Systemized policy execution and consistency
Insurance-trained support across carriers and lifecycles
Why Choose SilkeeSolutions?
We don’t just provide staff; we provide a complete sales ecosystem. Our assistants are rigorously vetted and continuously trained to ensure they represent your brand with excellence and drive real results.
- Insurance-specific virtual assistant training
- Dedicated, long-term support (not rotating freelancers)
- Seamless integration with your CRM and tools
- Flexible engagement models
- Strict data security and confidentiality
- Scalable support as your agency grows
What We Provide
Comprehensive Insurance support tailored to your unique workflow.
Policy lifecycle tracking and management
Carrier communication and follow-ups
Outstanding requirements coordination
Client updates and communication
Payment reminders and lapse prevention
CRM updates and policy records
Scheduling insurance-related calls
Workflow execution based on policy rules
Managed oversight and quality control
How It Works
A simple, streamlined process to get you the support you need.
Book a Consultation
Tell us about your sales goals and challenges.
Get Matched
We pair you with a vetted sales assistant tailored to your industry.
Onboard & Integrate
Your assistant integrates with your tools, CRM, and workflows.
Watch Sales Grow
Sit back as your pipeline fills and revenue climbs.
Who Is This For?
Insurance agents &
agencies
Independent insurance
agents
Insurance
brokers
Financial advisors offering insurance products
Insurance agencies
and MGAs
small to mid-size insurance teams
Simple Pricing. Powerful Support.
No hidden fees. No long-term contracts. Just results.
Insurance Concierge
Do you need a custom solution, more assistants, training, or specific expert skills?
- 5 Working Days Per week (Flexible).
- Dedicated Customer Success Manager.
- Communication Platform.
- Task Management Platform.
- Work Supervision.
- Quality Coaching.
- Inhouse Training.
- Quick Response Times.
Got any questions? we’re here to help
Unsure of what solutions best fit your needs? don’t hesitate to reach out!
They handle policy tracking, follow-ups, CRM updates, client communication, renewals, and carrier coordination.
Yes. Insurance Concierges are trained specifically for insurance workflows and compliance-sensitive operations.
Absolutely. We support most major insurance CRMs and tools.
Typically 5–7 business days, depending on complexity.
We offer flexible plans with no unnecessary long-term lock-ins.
Ready to Simplify Your Insurance Operations?
Stop spending your valuable time on administrative work. Let a dedicated Insurance Concierge handle the operational details while you focus on growth and client relationships..
