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.

Maximize Mission Impact, Not Administrative Burden

Stop losing donors because you're drowning in grant reports. Nonprofit-trained virtual assistants handle donor management, fundraising admin, and program coordination at 70% lower cost.

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Calculate Your Savings

SOC 2 Compliant

Donor Database 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

Global Offices

1000+

Candidates Screened Monthly

100%

HIPAA-trained

70%

Average Cost Savings

97%

Client Satisfaction Rate

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Your Time Is Too Valuable for Admin Work

Grant Administration Overload

Grant deadlines pile up while you're serving beneficiaries. Reports sit half-finished for weeks. Funders threaten to pull support because deliverables arrive late or incomplete.

Berry Solution

Grant-trained VAs track submission deadlines, compile program metrics, draft narrative reports, and coordinate with finance teams so your organization never misses funding opportunities or compliance requirements.

Donor Stewardship Falls Through

First-time donors never hear back after giving. Major gift prospects go months without contact. Renewal rates drop because thank-you letters arrive three weeks late or not at all.

Berry Solution

Development VAs send acknowledgment letters within 24 hours, schedule donor meetings, update CRM records after every interaction, and execute stewardship campaigns that convert one-time givers into recurring supporters.

Program Coordination 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

Volunteer schedules conflict. Event registrations sit unprocessed in email. Beneficiary intake forms pile up while your small team juggles direct service, fundraising, and board reporting simultaneously.

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Calculate Cost Savings with Virtual Staff

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

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$14

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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!

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

Mission-Focused Support for Every Nonprofit Function

We don't send corporate admins to nonprofits. Our VAs understand restricted funding, compliance reporting, and the reality of doing more with less every single day.

Grant Writing & Administration

Grant calendar and deadline tracking

Proposal research and funder prospecting

Budget narrative drafting support

Progress report compilation and submission

Donor Relations & Development

Gift acknowledgment and receipt processing

Donor database entry and segmentation

Campaign coordination and tracking

Major donor research and moves management

Program Coordination & Operations

Volunteer scheduling and communication

Event registration and logistics support

Beneficiary intake and data management

Impact metric tracking and reporting

Finance & Compliance Support

Expense coding and receipt management

Budget tracking and variance reporting

Audit documentation preparation

Board packet assembly and distribution

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From Consultation to Productivity in 3 Steps

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Tell Us Your Needs

Complete a quick consultation form describing your donor database, grant volume, and biggest operational bottlenecks. We'll match you with VAs experienced in nonprofit workflows.

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Meet Your Top Candidates

Interview 2-3 pre-screened VAs with nonprofit experience that fits your mission area. Once you select your match, we handle all onboarding logistics.

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Start Delegating

Your VA integrates with your systems, manages grant administration and donor stewardship tasks, and frees you to focus on program delivery and fundraising strategy.

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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

Ready to Serve More People With Less Overhead?

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