Specialized Receptionists for Insurance Agents Starts at $399
Experience Seamless Assistance With Helplama
Helplama offers a complete range of customer engagement solutions designed specifically for insurance agencies and brokerages.
We operate as a seamless extension of your insurance agency, helping you capture every new lead and nurture policyholder relationships.
Policyholder Call Handling
Helplama’s trained virtual assistants manage inbound and outbound calls from policyholders, handling everything from coverage inquiries to claims follow-ups—so your licensed agents can focus on closing deals.
Quote Request Triage
We handle the first touch for new quote inquiries by gathering essential client information, pre-qualifying leads, and routing them to the right producer or licensed agent.
Renewal & Lapse Management
Helplama proactively monitors upcoming renewals and potential lapses, contacting clients for renewal confirmations or payment reminders to retain more business.
Appointment Scheduling & Reminders
Never miss a sales opportunity. Our assistants schedule consultations, policy reviews, and renewals—sending automatic reminders to both clients and agents.
capabilities
Boost Professionalism and Efficiency with Helplama’s Answering Service for Insurance Agencies
Support your clients and internal teams with insurance-trained virtual assistants who ensure professional communication and prompt, dependable service. At Helplama, we design workflows around your agency’s operations so every client interaction feels smooth and on-brand.
Our virtual assistants are trained to manage quote requests, policyholder questions, appointment scheduling, COI requests, and last-minute changes without disrupting your day.
Every interaction reflects your agency’s professionalism—building trust through clear communication, speed, and attention to detail.
We focus on policyholder satisfaction while helping your internal team stay organized and efficient.
Helplama helps your insurance agency deliver consistent, reliable client support—handling inquiries, policy updates, and claims communication so you can focus on growing your book of business.
Ready to Strengthen Your Insurance Agency’s Client Support?
No more “Who am I talking to?” Our agents are yours—long term.
We don’t rotate agents. We dedicate them.”
Because loyalty, trust, and great service all start with the same thing: people who stay.
Communicate clearly, confidently, and without time zone headaches.
LOCAL SUPPORT ACROSS THE GLOBE
Customer support. From Your Country.
Answering Service for Law Firms
Enhance Insurance Client Support with Helplama
Deliver prompt, professional client support without the overhead of expanding your in-house team. Helplama’s customer service virtual assistant for law firms handles appointment scheduling, client intake, call handling, follow-ups, and more. Our flexible support solutions help you reduce operational costs while maintaining high standards of client satisfaction.
Appointment Scheduling, Client Intake & Consultation Management We manage all incoming appointment requests, client intake forms, and consultation coordination—minimizing missed calls, reducing scheduling errors, and ensuring a seamless first impression.
Billing & Invoicing Support for Legal Services Our virtual assistants help streamline your firm’s revenue cycle by sending timely invoices, following up on unpaid bills, and assisting with trust accounting or retainer reminders—keeping your cash flow healthy and consistent.
Phone and Live Chat Coverage for Legal Inquiries Ensure your firm is reachable around the clock. Helplama provides live phone and chat coverage to handle inquiries, provide basic case information, and escalate urgent requests—so clients always feel heard and supported.
Customer Service Outsourcing. Simplified by Helplama.
Why Choose Helplama?
When you bring Helplama on board, you’re not just outsourcing admin tasks—you’re partnering with a team that understands how critical client experience, policy accuracy, and timely follow-ups are to your agency’s success.
Virtual Receptionists Trained for Insurance Workflows
Helplama’s virtual receptionists are trained in the specific needs of insurance agencies—from handling policyholder questions and managing appointment requests to sending certificates of insurance (COIs) and processing claims documentation.
Every assistant is supported by a dedicated campaign manager to ensure seamless communication and alignment with your agency’s brand and operating procedures.
Turn Inquiries Into Bound Policies
Our assistants do more than just answer calls—they qualify leads, schedule consultations, and guide prospects through the quote process. With real-time updates and proactive communication, Helplama helps you reduce friction and convert leads into policies faster.
You focus on quoting and advising—we handle the intake and scheduling.
End-to-End Back Office Support for Insurance Agents
From COI issuance and FNOL (first notice of loss) collection to renewal reminders and follow-ups, Helplama’s team handles the critical—but time-consuming—tasks that keep your agency running smoothly.
We streamline policy servicing, reduce administrative workload, and help you maintain consistent client communication.
We Integrate with Your Existing Tools
Our assistants are trained in popular insurance CRMs and agency management systems (AMS) like EZLynx, HawkSoft, Applied Epic, and QQCatalyst. We get up to speed quickly and operate within your tech stack—no hand-holding required.
We work just like your internal team would, from logging service requests to updating client records and dispatching documents.
Reliable, Professional, and Scalable Support
Need after-hours help? Seasonal overflow support? Weekend availability? Helplama is here when you need us. We provide consistent, on-brand communication that reflects your agency’s tone and values.
Whether it’s a billing question or a last-minute COI request—we ensure your clients always reach a real human ready to help.
Reliable, Professional, and Scalable Support
Helplama’s virtual assistants for insurance agencies go far beyond basic admin support—we streamline policy servicing, enhance client communication, and free up your licensed team to focus on quoting, advising, and growing your book of business.
Lead & Quote Management That Converts
First impressions count in insurance too. Helplama assistants manage incoming quote requests, gather necessary details, and follow up with leads using your preferred CRM or agency management system.
We help ensure every prospect receives timely, professional communication, reducing response time and improving your chances of winning the business.
No lead slips through the cracks.
Organized Policy Servicing & Document Coordination
Let your agents focus on selling—we’ll handle the rest. From confirming appointment times and gathering underwriting documents to sending COIs and updating client files, Helplama keeps your operations running efficiently behind the scenes.
We help reduce bottlenecks, avoid missed paperwork, and ensure accurate documentation across your book of business.
Smarter Scheduling and Lead Assignment
Every meeting counts when it comes to closing policies. Helplama virtual assistants handle appointment bookings, reschedules, and lead distribution, ensuring your licensed agents spend more time advising clients—not juggling calendars.
We integrate with your scheduling tools and CRMs to provide real-time updates, helping your agency stay organized and responsive throughout the sales cycle.
Smarter Scheduling and Lead Assignment
From quote follow-ups to post-policy check-ins, Helplama keeps your client communication consistent at every stage. Our assistants handle reminders, track servicing timelines, and update records after each client interaction.
This keeps your book accurate, your clients informed, and your agency positioned as a proactive, dependable partner they can trust.
OUr Client
You're in good company
You're in good company
Fortune-500 Or Startups. They All Trust Helplama.
What's more…?
Helplama has been great. It’s wonderful to have someone available to customers when we’re not in the office. Customers have instant answers, which means that they don’t have to go looking at my competitors.
Sam Dean
CEO of PlugYourHoles
FAQs
Frequently asked questions
A: Helplama’s answering service ensures you never miss a call from policyholders or new leads—even after hours or during peak seasons. Our trained virtual assistants handle quote requests, appointment bookings, policy servicing inquiries, claims updates, and more—all while maintaining the tone and professionalism of your agency. This helps boost conversions, improve customer satisfaction, and reduce missed opportunities—without adding to your internal workload.
A: With Helplama’s Virtual Assistants starting at just $399/month, many insurance agencies save over 60% compared to hiring full-time receptionists. You avoid expenses like payroll, benefits, office space, and training—while gaining a reliable, trained support team ready to assist during business hours, evenings, and weekends. Plus, you only pay for the support you need and can scale quickly during open enrollment or renewal seasons.
A: If you’re overwhelmed with missed calls, slow quote responses, or delayed client follow-ups, it may be time to bring in support. Helplama’s virtual receptionists handle inbound calls, appointment scheduling, policyholder questions, and follow-ups—so your licensed agents can focus on closing policies and managing client relationships. Even small agencies benefit from better responsiveness and round-the-clock availability.
A: Common red flags include missed prospect calls, delayed policy servicing, customer complaints about wait times, or overwhelmed agents managing admin tasks. Helplama helps solve these challenges by managing your phones, handling scheduling, routing inquiries, following up on quotes, and even assisting with renewal reminders. We help your agency stay organized, responsive, and client-focused—without the overhead of expanding your in-house team.
A: Getting started with Helplama is simple. Just provide a list of your insurance products (auto, home, life, commercial, etc.), your agency’s availability, your preferred scheduling tools, and any call-handling preferences. We integrate seamlessly with systems like Applied Epic, EZLynx, HawkSoft, or your custom CRM setup.
Our onboarding process is smooth and customized. We train your virtual receptionist to understand your workflows, tone, and service model—so every client interaction feels personal, professional, and on-brand.
A: For law firms, we assign virtual assistants trained in legal workflows and platforms like Clio, MyCase, PracticePanther, or your preferred CRM. Each assistant is monitored through live quality assurance, client feedback, and ongoing performance reviews. From appointment reminders to client intake and follow-ups, we follow documented processes to ensure every interaction is timely, accurate, and aligned with your firm’s brand and standards.
: At Helplama, we assign virtual assistants trained specifically for the insurance industry. They’re familiar with lead handling, quote follow-ups, COI requests, claims updates, and CRM tools commonly used by insurance agencies. Every assistant is monitored through live QA, call reviews, and client feedback to ensure consistent, high-quality service.
We use structured workflows, real-time monitoring, and documented processes to deliver timely, accurate responses that reflect your agency’s standards—helping you build trust and grow your book of business.
