Although managing an insurance agency can be a rewarding and fulfilling job, it is not without its difficulties. With everything from customer support to data entry, tasks can easily build up. If you hire an insurance assistant, they can help you prioritize your to-do list, so you can spend time on projects that matter to you.

How Do I Determine If I Need An Assistant?

When deciding whether you need an insurance assistant, it is important to assess your current workload, operating costs, and consider the potential benefits of delegating tasks. If you’re spending most of your time on routine tasks instead of sales, an assistant can help streamline your office workload. Assistants can help with phone calls, administrative tasks, scheduling appointments, claims processing, and customer relationship management (CRM) systems, so you can focus on customer satisfaction and scaling your business.

As your insurance business grows, time-consuming administrative tasks and office inefficiencies will arise. An assistant can prioritize these tasks and needs, allowing the office to work and flow more efficiently. This delegation also gives you the space and time to concentrate on expanding client relationships, developing new products, and exploring insurance industry opportunities. Additionally, an assistant can improve customer satisfaction by ensuring that follow-ups and service deliveries are prompt and professional.

Should I Hire An Insurance Virtual Assistant?

In recent years, virtual assistants have grown in popularity for business owners. There are many benefits of hiring an insurance virtual assistant, such as working remotely, so overhead costs related to office space and equipment are more cost-effective compared to an in-house employee. Also, virtual assistants can work on a flexible full-time schedule or part-time basis, which is helpful if you need assistance outside of business hours or if you work across different time zones. And because they are working virtually, you can hire from all over the world. This gives you access to an international pool of candidates and skillsets, so you can find an assistant that matches your needs and tasks.

Additionally, there are virtual assistant services specific to each industry. So, finding an insurance virtual assistant familiar with the insurance industry can be relatively uncomplicated.

However, hiring a virtual assistant also comes with certain challenges. Outsourcing virtual assistants may require more time and resources to train for the specific tasks and workflows of your business. Monitoring their work can also be more challenging while remote and may require a system for tracking performance and productivity.

Additionally, sharing sensitive data with a virtual assistant can pose security risks, especially if they are in another jurisdiction with different data protection laws. Ensuring that they adhere to strict confidentiality and security standards is crucial.

If you’re considering a virtual assistant, it’s crucial to weigh these pros and cons against your insurance business needs and capabilities. It is important to hire a skilled professional with the proper communication skills, competencies, and workflow for your insurance company. Proper selection, effective communication, and clear protocols will help an assistant to better understand and support your business.

Is It Worth Hiring An Assistant For My Insurance Agency?

Ultimately, the decision to hire an assistant depends on your own insurance business and your needs as a business owner. You should carefully consider your business needs, budget, and task delegation before making a hiring decision.

However, there are times when an assistant may not best serve your business. If your to-do list is filled with lead generation or product discovery, you may want to look into a contract with a field marketing organization (FMO). FMOs, like Midwestern Marketing, help support insurance agents by providing training, a broad selection of products, and marketing assistance. FMOs can also take over some administrative tasks. This support typically includes help with paperwork, policy processing, and compliance checks. This may lead to several cost savings since you will not have to pay a full-time employee.

In order to make this decision, you should assess your current business goals, but also reflect on what you want your business to look like in the future. Growth and scale require investment on many different levels. Investing in an assistant or FMO allows you to reach more customers and provide better support without overfilling your tasks list – so you can focus on building business and relationships you can be proud of.

Midwestern Marketing is a true FMO where a handshake still means something. We value our agents and take service and contracting to a new level. The teamwork and principles by which we operate are reflected in the thousands of agents we serve nationwide. Feel free to call 877-278-3775 or email us at We are certain we can help you grow your business!