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.

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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.
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Our Impact in Numbers

250+
Practices Served Globally
7
Global Offices
1000+
Candidates Screened  Monthly
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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ROI Calculator
We compare fully-loaded in-house costs (base wages, benefits, office space, equipment amortization) with MedVirtual costs (Virtual Assistants rate, optional platform fee, and equipment if provided). Equipment is amortized over the selected months.

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Berry Virtual Assistant

$14

40

Cost Calculation & Savings

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Request A Tailored Cost Analysis And Pilot Plan

Let our clients speak for us

The work culture at Berry Virtual is the best example of what happy teams look like. They follow up, are present day-to-day for their clients and collaborators. If big corporations had the kind of leadership and commitment Berry Virtual has, people would enjoy the joy of going to work every day!
AP
We utilize Berry Virtual for Quality Assurance support and our analyst, Dendes, is amazing.  She has learned our business and has formed such strong connections with our leadership team that we truly feel as if she is one of us.  She is flexible, adaptable, coachable, and her work ethic is unparalleled.  We truly value Den as an employee and appreciate her commitment to our success.
Ashley Johnston
We are very pleased with Berry Virtual. Their candidate selection and onboarding processes were quick and efficient. Mario, the Sales Executive we selected, is a high performer helping our company reach our growth goals. Clarissa, our Client Success Manager, is helpful and collaborative, keeping communication open and our partnership on track.
Steve Enghdal
I've had a great experience working with the Berry Virtual team. Clarissa is great at updating me on things regarding billing and scheduling, and regularly checks in to ensure our needs are being met. Laura has been a wonderful addition to the team. She's self-motivated and great at researching anything she doesn't know the answer to- critical for a team of our size. An overall exceptional experience and we're so grateful for the value they provide.
Ashley Johnston
High View Roofing and Construction has had the pleasure of working with Ronny and Elisa for our business needs. They really have added value to the team in assisting us with follow up, appointment setting, and collections. They have been a pleasure to work with. I also want to thank Luke for all of his help. Thank you Berry Virtual.
Jennifer Salomon
We are very pleased with Virtualis. Their candidate selection and onboarding processes were quick and efficient. Mario, the Sales Executive we selected, is a high performer helping our company reach our growth goals. Clarissa, our Client Success Manager, is helpful and collaborative, keeping communication open and our partnership on track.
Steve Engdahl

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

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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.

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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.

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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.
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Your Guide To Common Questions & Solutions

How do you ensure data security for our policyholder information?
How long to get a VA operational?
Can VAs work in our agency management system?
What if the VA isn't the right fit?

Ready to Grow Your Business?

Get Started
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