Now placing insurance-trained VAs with agencies & brokers across all 50 US states
SSimplifiVAs
Find My VA
Insurance-Trained Virtual Assistants

Your business can't grow if you're buried in admin work.

SimplifiVAs places dedicated, insurance-trained virtual assistants so your team can focus on policies, clients, and revenue — not certificate requests and CRM cleanup.

200+
VAs placed
30–60
Days to relief
50
US states served
Step 1 of 2Takes under 2 minutes

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Insurance-literateRigorously screenedUS-managed supportReplacement guaranteeNo W-2 overhead
Who this is for

Built for insurance operators ready to stop being the bottleneck.

A perfect fit

  • Insurance agency principals stretched thin
  • Brokers losing hours to CRM & certificates
  • Ops managers who've tried & failed to hire

Not for you

  • ×Enterprise operations with in-house L&D teams
  • ×Founders wanting a $6/hour offshore experiment
  • ×Companies expecting instant sales results
The real cost of doing it all yourself

Every unread email is a client you're keeping waiting.

01

Your best people are drowning — and clients are starting to notice.

When your team spends the day on data entry, inbox management, and callbacks, revenue-driving work gets pushed to tomorrow. Tomorrow keeps moving. Eventually it costs you renewals, referrals, and reputation.

02

Hiring in-house feels like a full-time job you don't have time for.

Posting the role, screening applicants, onboarding, payroll, benefits — and still no guarantee the hire sticks past 90 days. For a growing insurance business that cycle is expensive, exhausting, and completely avoidable.

03

You started this business to build something — not to be its most overworked employee.

Every hour you spend processing certificates, chasing signatures, or updating the CRM is an hour you're not talking to clients or closing policies. The ceiling on your growth isn't the market — it's your bandwidth.

The SimplifiVAs approach

Not a freelance marketplace. A managed staffing partner.

SimplifiVAs places rigorously screened, insurance-literate virtual assistants with businesses ready to scale without the overhead of adding in-house staff.

Every VA we place is trained, supported, and managed for performance — from day one. We built our process specifically for insurance businesses because we understand the operational demands, the compliance environment, and the pace.

Our clients typically see meaningful relief within the first 30 to 60 days — not months from now. If your workload is increasing and your team is already stretched, the window to act is now — not after a missed renewal.

How it works

Three steps from overloaded to operational.

01

Discovery Call

We learn your business, your current bottlenecks, and exactly what kind of support would move the needle fastest. No generic intake forms — a real conversation with a real person from our team.

02

Virtual Assistant Interview

We match you with a pre-screened, qualified VA and facilitate a direct interview so you can confirm fit before any commitment is made. You stay in control.

03

Onboarding & Go

Once matched, we handle onboarding, setup, and ongoing support. Your dedicated VA is operational and delivering results — typically within one to two months of your first call.

Chris Cole, Founder of SimplifiVAs
Meet your placement lead

Chris Cole, Founder

Insurance-Focused VA Staffing · Nationwide (US) · +1 (561) 373-2206

Chris built SimplifiVAs after watching too many insurance agency owners burn out doing $15/hour work in a $150/hour role. He personally oversees the intake, screening, and matching process — so every VA placed with your business is someone he'd trust with his own.

200+
VAs placed
98%
Retention past 90 days
50
US states served
What clients say

Real relief, in the first 60 days.

"
I was skeptical at first — I didn't think anyone outside our office could handle our CRM and client follow-up the way we needed. Within the first month, our response times improved and I actually had time to focus on new business again. SimplifiVAs delivered exactly what they promised.
Agency Principal, Florida
"
We'd tried hiring twice in twelve months and both times it fell apart. SimplifiVAs matched us with a VA who already understood the insurance environment. The onboarding was smooth and the support didn't stop after placement.
Operations Manager, Independent Insurance Business, Southeast U.S.
"
The ROI was obvious within 60 days. My VA handles certificate requests, appointment scheduling, and CRM updates — tasks that were eating two to three hours of my day. I reinvested that time into client relationships and it showed up in my numbers.
Insurance Broker, Florida
Frequently asked

Straight answers.

Anything else? Your Discovery Call is the fastest place to ask.

Is this the right fit if my business is small — just me and a couple of staff?+

Yes — and small teams are exactly who benefit most. When you have a lean operation, every hour of admin work your VA handles is an hour that goes directly back into client-facing, revenue-generating activity. SimplifiVAs works with businesses of all sizes, including solo operators ready to scale.

What kinds of tasks can a SimplifiVAs virtual assistant actually handle?+

More than most clients expect. CRM management, appointment scheduling, data entry, customer service, certificate processing, follow-up communications, and marketing support — with specific experience supporting insurance business workflows. We match you based on your actual needs, not a generic skill list.

What happens if the virtual assistant isn't the right fit?+

We don't leave you stuck. SimplifiVAs provides replacement assistance and ongoing support to make sure the partnership works. Our process is built around long-term client success — not one-time placements and a closed ticket.

How is this different from hiring through Upwork or a freelance platform?+

Accountability. Freelance platforms give you access to a marketplace — SimplifiVAs gives you a managed staffing solution with rigorous screening, ongoing training, dedicated account support, and a team behind every placement. You're not managing a contractor you found online.

How quickly can I have someone in place and operational?+

Most clients are up and running within one to two months of their initial discovery call. After your call we move to the matching and interview stage quickly — and our team handles the heavy lifting so you're not adding another project to your plate.

The next step

Your next hire shouldn't cost you $60K a year.

The businesses that scale cleanly aren't the ones working harder — they're the ones who stopped letting admin work consume their most valuable asset: their time.

Takes under two minutes. Real person calls back same-day.