FinanceUnited Alliances is a Cleveland, Ohio-based insurance virtual assistant company providing insurance virtual assistant and back-office outsourcing services to insurance agencies, brokers, and carriers across the United States. We work exclusively with insurance agencies, so our assistants already know ACORD forms, carrier submissions, and agency management systems such as Applied Epic, AMS360, HawkSoft, and EZLynx - not general admin work adapted to fit. Day to day, our insurance virtual assistants handle quoting and new business applications, policy issuance and endorsements, renewal reviews and remarketing, certificate of insurance requests, and back-office and billing support. Beyond insurance operations, we also support agencies with accounting and marketing work that tends to pile up alongside it. Our accounting virtual assistants handle bookkeeping, invoicing, and routine reconciliation, and our marketing virtual assistants manage social media, email campaigns, and content, so the in-house team isn't stretched across client service and back-office admin at the same time. Every assistant signs an NDA, works under ISO 27001-aligned data security practices, and accesses agency systems through secure, monitored access - not an afterthought given the client and policy data involved. United Alliances currently supports 25+ insurance agencies, with 10,000+ policies processed.
