Sell Policies While Your VA Handles Renewals
Stop losing prospects because you're buried in certificate requests. Insurance-trained virtual assistants manage claims support, policy renewals, and client service at 70% lower cost.

SOC 2 Compliant
AMS360 Certified
5 Timezones
No Contract
Trusted by Growing Businesses Across the US
Berry Virtual supports founders, sales teams, and operations leaders who need reliable virtual assistants without the risk of hiring unproven freelancers.
Our Impact in Numbers
250+
Practices Served Globally
7
Global Offices
1000+
Candidates Screened Monthly
100%
HIPAA-trained
70%
Average Cost Savings
97%
Client Satisfaction Rate
Your Time Is Too Valuable for Admin Work
Renewal Season Overwhelm
September through November buries your team in renewal notices while new business opportunities go cold. Clients leave because renewals arrived late or quotes weren't competitive.
Berry Solution
Insurance VAs process renewal quotes 30 days ahead of expiration, compare carrier options, and coordinateBindRequests so agents focus on retention conversations, not data entry.
Claims Processing Delays
First notice of loss sits in email for hours. Adjusters call asking for policy details you can't find. Clients complain your agency isn't responsive when they need you most.
Berry Solution
Claims-trained VAs log FNOL within one hour, pull policy documents immediately, and coordinate with carriers and adjusters so clients get faster resolutions and fewer complaint calls.
Certificate Chaos
Certificate of insurance requests interrupt sales calls all day. Commercial clients threaten to move their business if certificates don't arrive same-day for jobsite requirements.
Berry Solution
Dedicated VAs process certificate requests within two hours, maintain master holder lists, and track expiration dates so your agency never misses a renewal or loses a commercial account.
Calculate Cost Savings with Virtual Staff

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Let our clients speak for us
Real Estate-Trained Support for Every Stage
We don't send general admins to real estate professionals. Our VAs understand transaction timelines, disclosure requirements, and the urgency of closing deadlines that can't be missed.
Policy Servicing & Renewals
Renewal notice processing and tracking
Coverage comparison and quote requests
Policy change endorsement coordination
Expiration date monitoring and alerts
Claims Support & Processing
First notice of loss documentation
Claim file setup and carrier submission
Adjuster coordination and follow-up
Loss run requests and tracking
Certificate & Compliance Administration
Certificate of insurance generation
Additional insured endorsement tracking
Waiver of subrogation processing
Compliance requirement monitoring
New Business & Client Service
Application data entry and submission
Carrier quote request coordination
Client onboarding and welcome packets
Policy delivery and explanation scheduling
From Consultation to Productivity in 3 Steps

Tell Us Your Needs
Complete a quick consultation form describing your MLS platform, transaction volume, and where leads fall through. We'll match you with VAs experienced in real estate.

Meet Your Top Candidates
Interview 2-3 pre-screened VAs with transaction coordination experience that fits your market. Once you select your match, we handle all onboarding logistics.

Start Delegating
Your VA integrates with your real estate software, manages transactions and lead follow-up, and frees you to focus on showings and closings.
Protecting Policyholder Data and Agency Information
Strict NDAs covering client confidentiality
Role-based system permissions
Encrypted VPN connections mandatory
Screen activity monitoring and audit trails
SOC 2 Type II compliance protocols
Global Scale, 24/7 Operational Coverage
Berry Virtual supports agencies worldwide with localized teams and continuous coverage.

Your Guide To Common Questions & Solutions
How do you ensure data security for our policyholder information?
Policyholder privacy is non-negotiable in insurance. Every virtual assistant signs strict NDAs and completes insurance data privacy training before accessing agency systems. They connect only through encrypted VPNs with permissions limited to their specific role. Our SOC 2–aligned monitoring creates audit trails showing exactly who accessed policyholder records and when.
How long to get a VA operational?
Most agencies have a productive VA within 2-4 weeks. After understanding your agency management system, carrier appointments, and service volume, we screen candidates with insurance experience and schedule interviews. Once you select your VA, onboarding covers your workflows, carrier portals, and communication protocols before they handle live policies.
Can VAs work in our agency management system?
Yes, they're already trained. Our virtual assistants have hands-on experience with AMS360, Applied Epic, HawkSoft, EZLynx, and QQCatalyst. They understand insurance workflows like policy binding, endorsement processing, and certificate generation. During onboarding, we map your specific carrier requirements and service standards for immediate productivity.
What if the VA isn't the right fit?
We operate on month-to-month terms with no long-term contracts. If your VA struggles with accuracy, misses binding deadlines, or doesn't understand insurance urgency, we'll replace them within one week at no cost. Most agencies never need this, but it's available when coverage gaps can't be risked.


