WorkExchange gives your agency a dedicated Virtual Account Manager — trained in insurance operations — so your team sells more and your renewals never fall behind.
Your producers were hired to sell. But somewhere along the way, renewals, data entry, and client follow-ups became their full-time job.
Producers are chasing expiring policies instead of prospecting. Every missed renewal is a client at risk.
Baby boomers are retiring. Good support staff is expensive, hard to find, and hard to keep.
A full-time admin costs $45,000–$60,000/year in salary before benefits, payroll tax, and turnover costs.
Every hour a producer spends on data entry is an hour they're not on the phone growing the book.
Your Virtual Account Manager handles the tasks keeping your producers from selling.
Complete renewal lifecycle — expiration reports, quotes, submissions, client follow-ups, and paperwork from start to finish.
Renewals done. Every time.Accurate, timely data entry into your AMS — new policies, endorsements, cancellations, and reinstatements. Clean data, zero backlog.
Your AMS stays current.Professional outreach to clients on renewals, missing documents, payment reminders, and coverage confirmations.
Every client touched. On time.First notice of loss intake, carrier coordination, status tracking, and client updates — claims stay moving.
Claims handled. Clients reassured.Request intake, issuance, tracking, and renewal of certificates — a task that consumes hours every week, handled completely.
Certs out fast. Clients happy.Quotes pulled, applications submitted, outstanding items tracked, and policy documents retrieved — without your producers doing the legwork.
Pipeline moves. Producers sell.From your first call to a fully productive Virtual Account Manager — faster than any local hire.
We learn about your agency, your AMS, and your biggest back-office pain points. No pitch — just a real conversation.
A plain-language proposal with scope, pricing, and a week-by-week timeline. You know exactly what to expect before you sign.
Your VAM is introduced to your systems, team, and workflows. We learn your processes and build the playbooks your agency runs on.
Your VAM handles renewals, data entry, and back-office tasks independently. Your producers notice the difference immediately.
| Local Hire | WorkExchange | |
|---|---|---|
| Annual salary cost | $45K–$60K | Significantly less |
| Benefits & payroll tax | $12K–$18K+ | Included |
| Recruiting & training | $3K–$8K | None — we handle it |
| Turnover risk | High | Managed by us |
| Time to productivity | 2–4 months | Under 3 weeks |
| Scalability | Hire/fire cycle | Scale anytime |
Our producers were spending 40% of their day on renewal paperwork. Within a month of bringing on a WorkExchange VAM, that number dropped to near zero. We've written more new business this quarter than any quarter last year.— Agency Principal, Illinois
I was skeptical about a virtual assistant understanding our AMS and workflows. They were fully operational in two weeks. The onboarding was smoother than hiring a local employee has ever been for us.— Independent Agency Owner, Texas
Our retention rate went up 12% because renewals stopped falling through the cracks. The VAM catches things we used to miss entirely. It's like having a second set of eyes on the whole book.— P&C Agency Owner, Florida
Book a free 15-minute call. No commitment. No hard sell. Just a real conversation about whether WorkExchange fits your agency.