You will get a part time Insurance Virtual Assistant | Personal & Commercial Line.
Project details
You will get a dedicated Insurance Virtual Assistant who can handle both Personal Lines and Commercial Lines tasks with accuracy and efficiency.
I have hands-on experience in:
Quoting
Renewals
Endorsements
Proposals
File management
I work like an in-house team member, helping agencies:
Save time
Reduce errors
Focus on growing their business
I am detail-oriented, reliable, and familiar with:
Carrier portals
AMS systems
ACORD forms
All work is handled securely and professionally, ensuring compliance and smooth workflows.
My goal is to provide high-quality support that boosts your agency’s productivity and client satisfaction.
I have hands-on experience in:
Quoting
Renewals
Endorsements
Proposals
File management
I work like an in-house team member, helping agencies:
Save time
Reduce errors
Focus on growing their business
I am detail-oriented, reliable, and familiar with:
Carrier portals
AMS systems
ACORD forms
All work is handled securely and professionally, ensuring compliance and smooth workflows.
My goal is to provide high-quality support that boosts your agency’s productivity and client satisfaction.
Purpose
BusinessIndustry
Business Services & Consulting, Data Analytics, Financial ServicesLanguage
EnglishWhat's included $1,200
These options are included with the project scope.
$1,200
- Delivery Time 30 days
- Number of Revisions 100
- Number of Hours of Work 160
- Organize & Classify/Tag Files
- Formatting & Clean Up
- Project Management Support
Frequently asked questions
About Zeeshan
Commercial Lines Insurance VA | Applied Epic | ACORD Forms | COIs
Rawalpindi, Pakistan - 1:01 pm local time
A dedicated Insurance Virtual Assistant with hands-on experience supporting US & Canadian insurance agencies in both Commercial Lines (CL) and Personal Lines (PL). I help agencies save time, reduce errors, and close policies faster so producers can focus on selling.
âś… What I Can Handle for Your Agency
Personal Lines (PL)
Auto, Home, Renters, Condo & Umbrella quoting
New business & renewal processing
Endorsements (add/remove vehicles, drivers, coverage changes)
Carrier follow-ups & document management
Comparative rating & quote preparation
Commercial Lines (CL)
General Liability (GL)
Business Owner Policy (BOP)
Commercial Auto
Workers’ Compensation
Professional Liability
Certificates of Insurance (COIs)
Renewal marketing & remarketing
ACORD form preparation
🧰 Systems & Tools Experience
Agency Management Systems:
Applied Epic
AMS360
Quoting / Rating Platforms:
EZLynx
Carrier portals (Progressive, Travelers, Safeco and 40+ Carriers)
CRM & Admin Tools:
Email & calendar management
Document indexing & policy audits
Spreadsheet tracking & follow-ups
🚀 Why Agencies Work With Me
Strong understanding of insurance workflows (not just data entry)
Detail-oriented — minimizes E&O risks
Clear English communication with clients & carriers
Reliable, process-driven, and deadline-focused
Cost-effective offshore support without compromising quality
I work like an in-house team member, not a temporary freelancer.
🌍 Availability
Flexible hours (US & Canada time zones)
Long-term collaboration preferred
Open to agency-specific SOPs and training
📩 Let’s talk
If you’re looking for a trustworthy Insurance VA who understands both Commercial & Personal Lines, I’d love to support your agency’s growth.
Steps for completing your project
After purchasing the project, send requirements so Zeeshan can start the project.
Delivery time starts when Zeeshan receives requirements from you.
Zeeshan works on your project following the steps below.
Revisions may occur after the delivery date.
Step 1 – Client Provides Requirements
Client shares agency access (AMS, carrier portals), risk details, and task priorities.
Step 2 – Task Review & Planning
I review the requirements, confirm scope, and plan workflow for efficient completion.