You will get Insurance Agent | COI, ACORD Forms, Premium Reduction & Carrier Shopping
Project details
I'm Rameez Umer, an insurance professional with 3+ years of experience working with U.S. insurance agencies across personal and commercial lines. I've worked directly with major carriers like Progressive, Travelers, Allstate, Mercury, Liberty Mutual, Nationwide, and 100+ others.
What sets me apart is my hands-on experience with the full insurance workflow — not just quoting, but real agency operations: COI issuance, ACORD form submissions, policy binding, endorsements, claims support, and CRM management (QQ Catalyst).
I help clients lower their premiums by reviewing existing coverage, removing unnecessary add-ons, and shopping rates across multiple carriers — without leaving you underinsured. For agency owners, I also support licensing, lead generation, and customer service processes.
Whether you need a fast COI, a full policy review, or ongoing agency support, I deliver accurate, reliable work with clear communication throughout.
What sets me apart is my hands-on experience with the full insurance workflow — not just quoting, but real agency operations: COI issuance, ACORD form submissions, policy binding, endorsements, claims support, and CRM management (QQ Catalyst).
I help clients lower their premiums by reviewing existing coverage, removing unnecessary add-ons, and shopping rates across multiple carriers — without leaving you underinsured. For agency owners, I also support licensing, lead generation, and customer service processes.
Whether you need a fast COI, a full policy review, or ongoing agency support, I deliver accurate, reliable work with clear communication throughout.
Purpose
BusinessIndustry
Business Services & Consulting, Marketing & Advertising, Real EstateLanguage
EnglishWhat's included
| Service Tiers |
Starter
$10
|
Standard
$20
|
Advanced
$30
|
|---|---|---|---|
| Delivery Time | 1 day | 2 days | 3 days |
Number of Revisions | 1 | 2 | 2 |
Number of Hours of Work | 1 | 3 | 5 |
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.
Fast Delivery
+$10About Rameez
Insurance Virtual Assistant | Personal & Commercial Lines | ACORD
Haripur, Pakistan - 8:56 pm local time
Services I Offer
Insurance agency back-office support and daily operations management, quoting for personal and commercial lines via carrier portals and ACORD submissions, ACORD forms 125, 126, and 140 processing, certificate of insurance issuance and management, policy servicing including renewals and endorsements, claims follow-up and adjuster communication, renewal pipeline tracking and proactive client outreach, CRM updates and data management, and SOP creation and process documentation.
Areas of Expertise
Personal Lines: Homeowners (HO3), Renters (HO4), Condo (HO6), Auto, Umbrella, and Flood. Commercial Lines: General Liability, Professional Liability, Workers' Compensation, Builder's Risk, Errors and Omissions, Cyber, Cargo, and Flood Insurance.
Carrier Experience
I have worked with carriers including Progressive, Travelers, Allstate, Nationwide, Liberty Mutual, Safeco, GEICO, Hartford, Chubb, and Zurich. I understand each carrier's submission requirements, portal workflows, and underwriting appetite, which means faster turnarounds and fewer delays for your agency.
Software and Tools
I am proficient in agency management and CRM platforms including AMS360, HawkSoft, EZLynx, Vertafore, and QQ Catalyst, communication tools including RingCentral, MS Teams, Slack, and Google Workspace, and document management solutions including DocuSign, OneDrive, and Microsoft Office.
Why Agencies Choose Me
I carry a 100% Job Success Score on Upwork and the agencies I have supported have reduced their operational costs by more than 50% compared to in-house staffing. I do not need training or a ramp-up period. From the very first day, I integrate into your workflow and start delivering results.
If you are looking for a reliable and experienced insurance virtual assistant who can handle your back office so your team can focus on growth, I would love to connect and discuss how I can support your agency.
Steps for completing your project
After purchasing the project, send requirements so Rameez can start the project.
Delivery time starts when Rameez receives requirements from you.
Rameez works on your project following the steps below.
Revisions may occur after the delivery date.
Requirements Collection
Client purchases the project and sends requirements (policy documents, coverage details, or COI/ACORD request info).
Review & Scope Confirmation
I review the information provided and confirm scope, timeline, and any missing details with the client.