Full-time insurance professionals trained on AMS360, EPIC, and Applied — hired through Edge's managed platform. They work exclusively for your agency, not a shared service center. Your team member, fully supported.
Insurance agencies are drowning in policy renewals, certificate requests, and customer service calls. You need more people, but local talent is expensive and hard to find.
Every Edge professional is certified through Edge Edu (only 2-4% of applicants pass) and works from a secured campus with enterprise equipment.
Policy inquiries, billing questions, claims status updates, client communication, phone and email support
Application processing, data entry, quote preparation, submission assembly, carrier communication
FNOL intake, claims documentation, adjuster coordination, status tracking, client communication
Renewal tracking, policy review, market rate comparison, renewal documentation, retention outreach
COI issuance, additional insured processing, endorsement requests, certificate tracking, holder management
Data entry, document management, commission reconciliation, policy downloads, agency reporting
| Feature | Hire Through Edge | Hire Locally | Insurance VA Agency |
|---|---|---|---|
| Cost per hire | 60-70% less than in-house | $45K-$65K salary + benefits | $10-18/hr, limited training |
| Time to hire | 7 days average | 4-8 weeks | 1-2 weeks |
| Insurance software training | AMS360, EPIC, Applied certified | You train them (takes months) | Basic at best |
| Insurance knowledge | Edge Edu certified (P&C, life, health) | Varies by candidate | Often limited |
| HIPAA/data compliance | Built-in: campus, VPN, BAA | Your responsibility | Often BYOD (security risk) |
| Replacement guarantee | $0 cost, 7-day replacement | Restart hiring | Varies, often 30+ days |
| Retention rate | 97% | ~70% (30%+ turnover) | Varies widely |
"Edge's talent is incredible. Their insurance knowledge, their work ethic, their communication — it's all top-tier. We've been able to grow 30% year-over-year because Edge gave us the people to do it."
George Petersen Insurance hired 6 dedicated professionals through Edge — fully staffing their certificate unit, cutting recruiting time by 51%, and boosting efficiency by 10-25%. Each hire works exclusively for their agency.
A virtual insurance assistant is a full-time remote professional who handles your agency's administrative and customer service tasks — policy processing, CSR duties, certificate management, claims intake, renewal tracking, and underwriting support. They work exclusively for your agency through Edge's managed platform, not a shared call center.
Yes. Edge Edu certification includes hands-on training on AMS360, EPIC, Applied, HawkSoft, and QQCatalyst. Your hire arrives ready to work in your agency management system from day one.
Absolutely. COI management is one of the most requested roles. Your dedicated assistant handles issuance, additional insured endorsements, certificate tracking, and holder management — freeing your team to focus on revenue-generating activities.
With most VA providers, you get a freelancer with basic training and BYOD equipment. With Edge, you hire a full-time, dedicated professional who works from a secured campus with enterprise equipment, encrypted VPN, and ongoing certification. They're your team member — Edge provides the infrastructure.
Edge Edu covers P&C (personal and commercial), life, health, and benefits. Your assistant can handle policy processing, quoting, customer service, and claims support across multiple lines.
Edge clients typically save 60-70% compared to hiring locally. Melendez Insurance grew 30% YoY and Mendota Insurance saved $552K annually by hiring dedicated professionals through Edge instead of adding expensive local hires.
Book a 15-minute call. We'll match you with a pre-vetted, certified professional in 7 days.
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Healthcare, dental, and insurance organizations rely on Edge to scale with confidence.