More time for clients. Less time on policy administration.
Give your brokerage dedicated offshore support for renewals, policy records and client follow-ups—while your authorised team stays focused on advice and relationships.
Book a Discovery CallScreened for your preferred tools
- Steadfast INSIGHT
- WinBEAT
- Sunrise Exchange
Built for Insurance Brokers
Insurance brokerages balance client conversations with renewal deadlines, policy records and insurer follow-ups. A dedicated offshore broker-support specialist can organise the repeatable administrative work behind each account, helping your authorised local team spend more time understanding clients and managing relationships.
Administration & virtual assistance
An insurance virtual assistant can maintain client records, collect renewal information, prepare document packs, track insurer correspondence and update your broking system. Your brokerage sets access permissions, communication templates, escalation rules and review requirements before work begins.
What can an offshore virtual assistant do for your business?A role shaped around your workflow
- Start with your role brief
- Renewal tracking, policy data entry, document preparation and claims administration, scoped around your book of business, systems and hours.
- Your team directs and reviews the work
- Your authorised brokerage team retains responsibility for advice, recommendations and cover instructions. Underwriting and claims determinations remain with the insurer.
- Our support continues after selection
- We handle specialist documentation, cross-border administration, payments and support.
How offshore support works in practice
Renewal Preparation & Follow-Ups
Maintain renewal diaries, request updated client information using approved templates and assemble records for broker review. Track missing items and upcoming dates so your local team can prioritise advice and placement decisions.
Policy Records & Processing Support
Enter approved policy details, organise schedules and correspondence, record endorsement requests and prepare document packs within your broking system. Brokers check the records and authorise cover-related instructions and client communications.
Claims Administration
Log notifications, organise supporting documents, track correspondence and follow up outstanding information under your instructions. Escalate coverage questions, complaints and urgent matters to your authorised team; the role does not assess claims or determine outcomes.
Client Service & Brokerage Accounts
Coordinate appointments, maintain CRM records, prepare approved invoice information and follow up routine administrative enquiries. Scope any accounts work around your controls, with payment authorisations and reconciliations reviewed by your local team.
Common Roles
- Broker Support Administrator
- Renewals Coordinator
- Policy Processing Assistant
- Claims Administration Assistant
- Client Service Administrator
- Brokerage Accounts Assistant
Need a role not listed here? Share the tasks, skills and hours you need.
Get Started NowOne managed service
You direct the work. We manage the rest.
Recruitment, administration and ongoing support—all in one service.
What we do
- Sourcing
- Specialist documents
- Workforce admin
- Payment facilitation
- Specialist coordination
- Ongoing client support
What you do
Direct the daily work
Set priorities, provide your processes and review your specialist’s work.
PRICING EXAMPLE
One all-inclusive monthly service fee.
Indicative monthly service fee
AUD 1,700–2,700per month
Approx. AUD 390–620 per week equivalent.
Mid-level Philippines-based specialist · 40 hours per week.
Sourcing, onboarding, workforce administration and ongoing support included.
20-hour options available with tailored pricing.
Typically billed monthly in advance, due within 14 days of the invoice, subject to your service agreement.
Compare with an Australian role
For comparison: an Australian role
Australian role
AUD 1,620–2,310
Weekly gross wage, including PAYG withholding and superannuation
Monthly: AUD 7,000–10,000
Annual: AUD 84,000–120,000
All-inclusive offshore service
AUD 390–620
Weekly equivalent
Monthly: AUD 1,700–2,700
Annual: AUD 20,400–32,400
Indicative annual difference, based on these examples
Example only—not a quote, savings guarantee, or financial or tax advice. Pricing varies by role, experience, skills and hours. Pricing is exclusive of GST. A one-off workforce establishment fee applies at commencement.
Get Started NowCommon Questions from Insurance Brokers
Ready to get started?
Send an enquiry. We’ll follow up to arrange your call.