Agent onboarding & progress
Track next steps, monitor progress, organize records, and help new agents navigate the onboarding process.
Virtual support for WFG leaders
More room to lead.
Reliable support behind the scenes.
CA Virtual Assist connects U.S. WFG leaders with trained, Philippine-based virtual assistants for the day-to-day work that keeps an organization moving. We also support insurance professionals and their teams with administrative and social media work.
A collaborative extension of your teamWhat we can take on01 02 03 04 05 06
Support built around your workflow
Our core work supports WFG organizations, from agent progress to presentations. We can also tailor administrative and social media support for other U.S. insurance professionals.
Licensing & compliance admin
Coordinate pre-licensing, licensing, post-licensing requirements, and continuing education follow-ups.
Policy & application assistance
Help organize documents and support administrative steps for life, term, and annuity applications.
Everyday administration
Keep schedules, contacts, follow-ups, trackers, and business materials in order.
Marketing & events
Create recognition graphics, event materials, and presentations for your team.
Social media support
Plan, prepare, and schedule content that helps your team stay visible and connected.
Our assistants provide administrative support. Licensed agents remain responsible for regulated advice, recommendations, and financial decisions.
A practical partnership
Start with the work that needs the most attention.
We learn how your organization works, identify tasks you can delegate, and shape the assistant's responsibilities around your priorities. As those priorities change, we can review the support together.
01 · Understand your needs
Tell us what takes up your time and where follow-ups are slipping.
Tell us what takes up your time and where follow-ups are slipping.
02 · Define the support
Agree on the tasks, hours, and working rhythm that fit your business.
Agree on the tasks, hours, and working rhythm that fit your business.
03 · Work together
Your assistant supports the workflow while we stay close to quality and communication.
Your assistant supports the workflow while we stay close to quality and communication.
Monthly support
Choose the hours that fit
A straightforward starting point for ongoing support. We can discuss the exact mix of tasks before you begin.
Essential
40 hours per month
$450 / month
$11.25 per hour
- Everyday administrative support
- Agent progress and follow-ups
- Onboarding and licensing coordination
Growth
60 hours per month
$660 / month
$11.00 per hour
- Everything in Essential
- More time for application administration
- Marketing, events, and presentations
Elite
80 hours per month
$860 / month
$10.75 per hour
- Everything in Growth
- Broader ongoing operational support
- Social media support
All prices in USD. Task scope and scheduling are agreed with you before work begins.
Let’s talk
Where would an extra pair of hands make the biggest difference?
Tell us about your organization and the work you would like help with. We’ll suggest a practical place to start.
Let’s connect
Book a meeting so we can understand your needs and see where our team can help.
Schedule a meetingPrefer to write directly? connect@cavirtualassist.com