You will get Back Support to your Agency, so you can focus on Business more.
Top Rated
Top Rated
Project details
I will do Rater Quoting for you and bridge it to the best carrier sometimes best 2 carriers. i will also download updated policy declaration pages and maintain you AMS system, in case you have pipelines automations i can also automate and support your agency in that. we can discuss more on the call.
Language
EnglishWhat's included
| Service Tiers |
Starter
$20
|
Standard
$100
|
Advanced
$250
|
|---|---|---|---|
| Delivery Time | 1 day | 2 days | 3 days |
Number of Revisions | 1 | 1 | 1 |
Number of Hours of Work | 4 | 16 | 38 |
Basic Photo Editing | - | - | - |
Organize & Classify/Tag Files | - | - | - |
Formatting & Clean Up | - | - | - |
Project Management Support | - | - | - |
Travel Planning | - | - | - |
Optional add-ons
You can add these on the next page.
Additional Hour of Work
+$10Frequently asked questions
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CD
Cecilia D.
Jan 23, 2026
Experienced Marketing Automation Experience with (AgencyZoom)
Working with Umar has been great.
WB
Wesley B.
Dec 24, 2025
Insurance Virtual Assistant
About Muhammad Umar
Insurance VA| Personal ( Auto & Home Insurance )
100%
Job Success
Multan, Pakistan - 2:06 pm local time
Core Skills & Expertise:
Policy Document Management (handling carrier and email-based documents)
Client Profile Management and Data Entry
CRM/AMS Updates (including AMS360, EZLynx, QQCatalyst, or similar systems)
Insurance Quoting and Requoting (raters and carrier portals)
Managing Pending Cancellations
Policy Reviews & Updates (such as roof updates post-claims)
Independent Quoting Analysis (decision-making based on rate competitiveness)
Deductible Adjustments and Premium Analysis
Agent Task Management
Customer Chat & Email Support
Tools & Systems Expertise:
CRM Systems: AMS360, EZLynx, QQCatalyst, HawkSoft (mention specific tools you know)
Microsoft Excel, Outlook, Google Workspace, Trello, Slack, or any related productivity tools
Why Partner with Me?
✅ Detail-Oriented: Ensuring accuracy and precision in all tasks.
✅ Reliability & Commitment: A dedicated professional consistently meeting deadlines.
✅ Operational Efficiency: Proven ability to streamline processes and reduce your workload.
Important Note:
⚠️ I do not offer:
Phone Call Handling
Lead Generation Services
I'm looking forward to the opportunity to help your insurance agency thrive through effective virtual assistance.
Let's discuss your needs—feel free to reach out with any questions or invite me to your next project!
Steps for completing your project
After purchasing the project, send requirements so Muhammad Umar can start the project.
Delivery time starts when Muhammad Umar receives requirements from you.
Muhammad Umar works on your project following the steps below.
Revisions may occur after the delivery date.
Any changes if required in the quote will be made and sent for review
once approved we move to next step