While a freelance marketplace can be a quick way to find an assistant, the screening, the contract and the data security all land on you. A recruiter takes part of that off your desk and charges for it. If you are weighing companies as well as platforms, our look at the best insurance virtual assistant companies separates the firms that sell to carriers from the ones that place people with agencies.
Key Takeaways
- Upwork lets you post a job, interview freelancers and pay by the hour or the project, and its own rate page puts typical virtual assistant rates between $10 and $20 an hour.
- Fiverr sells fixed-price services, with seller levels and a hand-vetted Fiverr Pro tier, and it suits one-off jobs better than a standing role.
- FlexJobs hand-screens the job listings it publishes, and you still screen the applicants yourself.
- BELAY places U.S.-based assistants with a monthly minimum of 45 hours, and its page for financial advisors says its assistants do not perform work that needs an insurance license.
- Fancy Hands takes short requests of up to 20 minutes each from U.S.-based assistants, which suits overflow tasks.
Upwork
Upwork is a large freelance marketplace. You post a job or browse profiles, interview the people you like and hire them on an hourly or fixed-price contract, and Upwork handles the payment.
Upwork's rate page for virtual assistants puts typical hourly rates between $10 and $20 (as of October 2026). The median it shows is $13 an hour. Upwork also charges clients a marketplace fee on payments to freelancers. Insurance experience varies from profile to profile, so ask for examples of agency work, run a paid test task and speak to a past client. The contract, the onboarding and the data security stay with you.
Fiverr
Fiverr works differently. Freelancers list services, called gigs, at set prices, and you buy the one that fits the task.
Seller levels reflect each freelancer's ratings and activity, and Fiverr Pro is a tier that Fiverr says it vets by hand. That suits a one-off job, such as cleaning up a client spreadsheet or writing a call script. Someone who will see policyholder files needs more than a gig: a signed confidentiality agreement, a personal login to your systems and a test on your own procedures.
FlexJobs
FlexJobs is a job board for remote and flexible work. Its team screens each listing before publishing it, and job seekers pay a subscription to see the listings.
As an employer, you post the role and screen the applicants yourself. Interviews, reference checks, a trial task and the data security rules are your job, as they would be with any direct hire.
BELAY
BELAY matches business leaders with U.S.-based assistants. Its page for financial advisors lists insurance-led and hybrid advisory firms among the clients it supports, and says support starts at 45 hours a month.
The same page says its assistants do non-licensed administrative work such as scheduling, follow-ups, paperwork preparation and CRM updates, and do not perform activities that require a securities or insurance license. That list of duties is a useful model for the job description you write for any assistant, wherever you hire.
Fancy Hands
Fancy Hands is a team of U.S.-based assistants who take short requests, up to 20 minutes of work each, on monthly plans with a set number of requests. Its site lists research, scheduling and phone calls among the jobs, and it describes a general service and does not mention insurance.
Use it for overflow tasks that need no policyholder data, such as researching a venue for a client event or finding a carrier's contact. Anything that touches client files belongs with someone you have vetted and trained.
Outsource School
Outsource School sells training for hiring and managing virtual assistants, with a hiring system, templates and a community. According to its FAQ, it does not place assistants itself, so it helps with the process before you hire.
Whichever route you choose, read our guide to security and compliance concerns in insurance VA outsourcing before anyone touches policyholder data.
Staffing.com
Staffing.com publishes articles and podcast episodes on staffing, HR and remote work. The pages we reviewed in October 2026 do not list assistants for hire, so treat it as reading material.
For the hiring steps, see how to find a reliable insurance virtual assistant.
Frequently Asked Questions
Do Insurance VAs Have Specific Industry Certifications?
Some do, but none is required for administrative work. A producer license is needed to sell, solicit or negotiate insurance, and the NAIC's model licensing act exempts employees whose work is administrative or clerical. Service staff can also study for designations such as the Certified Insurance Service Representative, which the Risk & Insurance Education Alliance describes as a nationally recognized program for customer service representatives. Ask each candidate which credentials they hold and which agency systems they have used.
How Do I Ensure an Insurance VA Maintains Client Confidentiality?
Put it in writing and in the setup: a signed confidentiality agreement, a personal login with multi-factor authentication, access limited to the files the job needs and no policyholder data in personal email or chat. BELAY's page for financial advisors says its assistants work under confidentiality agreements and that many firms also sign an NDA directly with the assistant, which is a fair thing to ask any provider for.
Can Insurance VAs Handle Complex Policy Renewals and Claims?
They can handle the paperwork under supervision. For renewals that means collecting updated information, preparing the carrier's forms and chasing replies, and for claims it means gathering documents, logging claim numbers and passing along status. Advice on coverage, claim disputes and anything that changes a policy stays with licensed staff.
What Are the Typical Hourly Rates for Insurance Virtual Assistants?
It depends on the route, because there is no one-size-fits-all rate. On Upwork, typical rates for virtual assistants run between $10 and $20 an hour by Upwork's own figures, plus fees. Managed providers such as BELAY sell monthly plans, and through us you pay a one-time $1,997 recruitment fee and then the assistant's monthly salary directly.
How Do I Evaluate an Insurance VA’s Performance and Productivity?
Measure finished work. Each week, check a sample of files for accuracy, note how long requests wait and review what is still open. Hold a short written review each month that names what to keep and what to change.
Final Thought
Write down who will screen candidates, who signs the contract, who trains the assistant and who secures the data. The route that answers most of those questions at a price you accept is the one to try first.