Criselle Julian
Project Manager, PropulseVA
Criselle Julian is Project Manager at PropulseVA. Criselle manages client onboarding, project execution timelines, and virtual assistant performance support. Leveraging deep expertise in AI tools and agile project management, she ensures seamless daily operations between clients and their dedicated PropulseVA virtual assistants.
- Project Manager at PropulseVA
- Specialist in Client Onboarding & Project Execution
- Expert in Agile Workflow Tracking & AI Productivity
A virtual assistant for insurance agents handles the recurring administrative work that pulls licensed producers away from sales and client relationships — CRM and AMS updates, document chasing, renewal reminders, appointment scheduling, customer follow-up, claims-status follow-up, and policy-document administration. They typically cost $4–$16/hour. The goal is not to replace licensed expertise but to reduce the administrative load around licensed staff. Licensed work — coverage advice, binding, regulated recommendations — stays with the producer.
Quick Decision Summary
Licensed producers are often pulled into repeatable administrative work that does not require a license. An insurance VA absorbs that layer. The goal is not to replace licensed expertise but to reduce administrative load around licensed staff.
Licensed / producer work:Coverage advice, regulated recommendations, binding where applicable, licensed sales activity, complex risk discussions.
Admin / support:CRM/AMS updates, document chasing, renewal reminders, scheduling, follow-up, claims-status follow-up, policy-document admin.
The Core Question
What work should licensed producers stop doing themselves? Producers are often pulled into repeatable administrative work — chasing documents, updating the AMS, sending renewal reminders, scheduling appointments, following up on claims status — that does not require a license. Every hour spent on that work is an hour not spent on sales, client relationships, or complex risk discussions. For the full role definition, see our insurance VA pillar.
The Licensed Work vs Service Work Framework
| Licensed / Producer | Admin / Support |
|---|
| Coverage advice | CRM/AMS updates |
| Regulated recommendations | Document chasing |
| Binding where applicable | Renewal reminders |
| Licensed sales activity | Appointment scheduling |
| Complex risk discussions | Claims-status follow-up, policy-document admin |
Do not overstate what an unlicensed VA may legally do. When a request requires a license, route it to licensed staff. For cost context, see our VA cost guide and managed vs direct hire comparison.
What to Delegate First
- CRM/AMS updates: keep client, policy, and contact records current.
- Document chasing: collect quotes, applications, and policy documents.
- Renewal reminders: track renewals and follow up so policies do not lapse.
- Scheduling: manage producer calendars and appointments.
- Claims-status follow-up: track claims and communicate with clients.
For the hiring process, see our step-by-step hiring guide and Filipino insurance VA guide.
Frequently Asked Questions
What should producers delegate first?
CRM/AMS updates, document chasing, renewal reminders, scheduling, and claims-status follow-up — the administrative layer. Licensed work stays with the producer.
What insurance tasks require a license?
Coverage advice, regulated recommendations, binding where applicable, and licensed sales activity. Verify applicable jurisdictional rules.
Can a VA follow up claims?
Yes — tracking claims status and communicating with clients are core VA work. Claims adjustment decisions stay with licensed staff and carriers.
How much does an insurance VA cost?
Roughly $4–$16/hour for a Filipino insurance VA depending on experience and AMS fluency. Total cost includes management, tools, and replacement.
Support Your Producers
If licensed producers or account teams are spending too much time on recurring servicing and administrative work, explore PropulseVA's virtual assistant support.
