United Alliances

Virtual assistants provide back-office support for insurance agencies and brokerages, handling quote preparation, renewals, endorsements, certificates of insurance, policy servicing, and document management. They work with agency management systems and insurance policy workflows, supporting personal lines such as home and auto, commercial accounts, employee benefits, and life and health operations. Tasks also include carrier portal updates, loss run ordering, enrollment processing, eligibility tracking, and application case management. Support is designed to fit existing agency workflows and can scale with operational needs. The assistants are dedicated to insurance work, with structured processes and secure systems for handling agency tasks. United Alliances is an insurance outsourcing partner based in Cleveland, serving agencies across the United States.