6LeVeKEsAAAAAL-Bz8GpKNkwvUJxEMDA2h5WkXAh Synexis Solution | Insurance Virtual Assistants for US, UK & Canada
🎯 Trusted by 200+ Insurance Agencies Β· US Β· Canada Β· UK Β· Book Free Discovery Call β†’
Services AMS Expertise Carriers Pricing Why Us Book a Call
● Trusted Insurance Back-Office Partner Β· US Β· Canada Β· UK

The Virtual Assistant
Your Insurance Agency
Deserves

Synexis Solution provides dedicated, insurance-trained virtual assistants for agencies β€” handling AMS management, policy processing, certificates, claims support and more, so you focus on growing your book.

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Agencies Served
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% Client Retention
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Carriers Supported
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AMS Platforms
✦ What We Handle
πŸ—‚οΈ
Policy Management New business, renewals, endorsements
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AMS Data Entry Applied Epic, HawkSoft, AMS360
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Customer Service Calls, emails, follow-ups
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Certificates & ID Cards Same-day turnaround
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Claims Support FNOL, documentation, follow-up
HIPAA Compliant
NDA Protected
Mon–Sat Availability
US Β· Canada Β· UK Time Zones
Dedicated VAs β€” Not Shared

Complete Back-Office Insurance Support

Everything your agency needs β€” from first quote to final claim β€” handled by insurance-trained virtual professionals.

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Policy Administration
Full-cycle management from new business to cancellations β€” accurate and on time.
  • New business data entry & binding
  • Policy renewals & remarketing
  • Endorsements & mid-term changes
  • Cancellations & reinstatements
  • Policy checking & verification
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Certificates & ID Cards
Fast, accurate COI issuance and auto ID cards β€” same-day turnaround guaranteed.
  • Certificate of Insurance issuance
  • Additional insured processing
  • Auto ID card generation
  • Holder tracking & renewals
  • Same-day turnaround
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Claims Support
Full claims workflow management so clients feel supported and staff stay focused.
  • First Notice of Loss filing
  • Claims status follow-up
  • Documentation collection
  • Carrier communication
  • Claims log maintenance
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Customer Service
Insurance-knowledgeable VAs who represent your agency with excellence.
  • Inbound calls & email handling
  • Policy inquiries & explanations
  • Renewal outreach campaigns
  • Client follow-ups & reminders
  • Review & reputation management
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AMS Management
Expert data management across all major AMS platforms β€” audit-ready.
  • Client & policy record updates
  • Activity notes & documentation
  • Suspense & task management
  • Report generation & analytics
  • Database clean-up & migration
πŸ“Š
Renewal & Remarketing
Never lose a renewal to price again. Professional proposals prepared.
  • Carrier market submissions
  • Renewal quote comparison
  • Proposal creation & formatting
  • Expiration list management
  • Re-quote tracking & reporting

AMS Platforms We Master

Our VAs arrive trained on your exact systems β€” no ramp-up, results from day one.

Applied Epic
AMS Platform
⭐ Most Popular
HawkSoft
AMS Platform
πŸ”₯ High Demand
AMS360
Vertafore Suite
🏒 Enterprise
EZLynx
Comparative Rater
⚑ Fast Rating
QQ Catalyst
Cloud AMS
☁️ Cloud Based
AgencyZoom
CRM & Pipeline
πŸ“Š Analytics
NowCerts
Cloud AMS
🌐 Modern UI
PowerBroker
Commercial AMS
πŸ—οΈ Commercial
AgencyMatrix
Personal Lines
🏠 Personal
Salesforce
CRM Platform
🌍 Enterprise CRM
DocuSign
E-Signature
✍️ Digital Sign
FirstCradit
Submissions
πŸ“ Submissions

We Know Your Carrier Portals

Trained on carrier-specific workflows, portals, and submission processes β€” across all three countries.

πŸ‡ΊπŸ‡Έ United States Carriers
22 Partners
State Farm
Progressive
Allstate
Liberty Mutual
Travelers
Nationwide
GEICO
USAA
Chubb
Zurich NA
Hiscox
Hanover
πŸ‡¨πŸ‡¦ Canada Carriers
12 Partners
Intact Insurance
Aviva Canada
Wawanesa
Co-operators
RSA Canada
Chubb Canada
πŸ‡¬πŸ‡§ United Kingdom Carriers
16 Partners
Aviva
AXA UK
RSA Insurance
Zurich UK
Allianz UK
Lloyd's of London
Admiral
Hiscox UK

Simple, Predictable Pricing

No hidden fees. No long-term contracts. Scale up or down anytime.

Part-Time VA
$1,200/month
20 hours/week Β· 80 hrs/month
  • Dedicated insurance-trained VA
  • AMS platform expertise included
  • Same-day task turnaround
  • Email & chat support
  • Weekly performance reports
  • No long-term contract
Get Started
Team Package
Custom
2+ VAs Β· Custom hours
  • Team of dedicated VAs
  • Dedicated account manager
  • Custom workflows & training
  • 24/7 coverage options
  • SLA guarantees
  • Volume discounts
Contact Sales

Built for Insurance Agencies

We're not a general VA company. Every hire, training, workflow is designed for insurance.

01
Insurance-Only Focus
Your VA understands ACORD forms, carrier portals, and P&C terminology from day one.
02
Dedicated, Not Shared
Your VA works exclusively for your agency β€” consistent, reliable support like a true team member.
03
60–70% Cost Savings
Same quality as full-time employee at a fraction β€” no benefits, no office space, no overhead.
04
Scalable On-Demand
Hire one VA or build a team. Scale up during renewals, scale back in slow periods.
05
NDA & Data Security
All VAs sign NDAs and follow HIPAA-aligned security practices β€” full compliance.
06
Your Time Zone
We work your business hours β€” New York, London, or Toronto. Real-time availability.
πŸ”’

NDA Protected

All VAs sign strict confidentiality agreements

βœ“

HIPAA Compliant

Healthcare data security standards followed

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SOC 2 Aligned

Security & availability controls in place

Onboarded in Days, Not Weeks

1
Discovery Call
We learn your workflows, AMS, volume, and pain points.
2
VA Matching
Matched with a pre-vetted VA with exact experience.
3
Onboarding
VA gets system access and agency-specific training.
4
Go Live
VA starts producing within 3–5 business days.
5
Ongoing Support
Quality monitoring and backup coverage provided.

Trusted by Agencies Like Yours

"
β˜…β˜…β˜…β˜…β˜…

Synexis Solution transformed our agency. Our VA handles all certificates, endorsements, and AMS entries β€” I've gotten back 20+ hours a week to focus on new business.

JM
James Mitchell
Agency Owner Β· Texas, USA
"
β˜…β˜…β˜…β˜…β˜…

We were drowning in renewals. Within the first week our Synexis VA was working independently in Applied Epic like she'd been with us for years. Exceptional quality.

SR
Sarah Reynolds
Operations Manager Β· Ontario, Canada
"
β˜…β˜…β˜…β˜…β˜…

I was skeptical about remote VAs but Synexis exceeded every expectation. The team understands insurance inside-out. Remarkable value compared to hiring locally.

DH
David Harrison
Broker Principal Β· London, UK

Ready to Reclaim Your Time?

Schedule a free 30-minute discovery call. We'll learn about your agency, show you exactly how our VAs work, and answer every question β€” no sales pressure.

  • ⏱️ Free 30-minute video or phone call
  • 🎯 Custom solution for your agency
  • πŸ’° Transparent pricing β€” no hidden fees
  • πŸš€ Start in as little as 3–5 business days
  • βœ… No long-term contracts required
  • 🌐 Available for US, Canada & UK

πŸ“… Schedule Your Call

Pick a date and time that works for you. We confirm within minutes.

Book Free Discovery Call
β€” or β€”

⚑ Average response time: Under 2 hours

Let's Start the Conversation

Whether you're ready to hire a VA or just exploring β€” reach out. We respond fast and answer any questions.

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LinkedIn Synexis Solution
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Business Hours Mon–Sat Β· 9AM – 6PM (EST/GMT)
🌍
Serving United States Β· Canada Β· United Kingdom
Send Us a Message
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