Hire a Virtual Insurance Assistant for Your Agency

Hire trained & qualified remote insurance assistants at a fraction of the cost of an on-site hire.

No payment until you hire BAA signed before you hire HIPAA & SOC 2 compliant Matched in 7 days Free consultation
  • Hire your virtual insurance assistant in under 2 weeks
  • Save up to 70% in overhead costs with remote talent
  • Trained on insurance software, workflows & compliance
  • Hire confidently with a 97.3% employee retention rate
  • Risk-free hiring: you don't pay anything until you hire
  • Bilingual talent - Native English and Spanish speakers

See how Edge works for your practice

Get matched with certified talent in less than 2 weeks. Free, fast, no strings.

Looking for a remote opportunity? Apply here.

What Does a Virtual Insurance Assistant Do?

Role-specific medical professionals, trained for regulated medical environments.

Policy Servicing

Processes endorsements, cancellations, reinstatements, and rewrites directly in your AMS.

COI Management

Handles certificate requests, verifies compliance terms, and delivers COIs with fast turnaround.

Renewal Tracking

Monitors expirations, prepares renewal packets, and ensures timely carrier submissions.

Claims Support

Files FNOLs, follows up with adjusters, and provides clients with real-time claim updates.

Billing & Invoicing

Generates invoices, reconciles accounts, and tracks premium financing or payment plans.

Accounts Receivable

Sends reminders and follows up on overdue accounts to reduce outstanding receivables.

Correspondence

Answers calls and emails for COIs, billing, endorsements, and claims, always documented in the AMS.

Underwriting Prep

Collects schedules, loss runs, and underwriting docs into complete submission packets.

Carrier Coordination

Works with carriers and wholesalers to issue policies and resolve pending requests.

Documentation & Compliance

Maintains detailed files in the AMS so every client touchpoint is properly recorded.

Producer Support

Frees up producers by handling servicing tasks so they can focus on selling and retention.

Loss Run Requests

Requests and tracks loss runs needed for renewals and remarketing.

When you hire with Edge, you're joining a proven platform. Medical, dental, and insurance organizations rely on Edge to scale with confidence.

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Our customers have hired over 1,000 remote talent with Edge.

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Edge has saved clients $50M+ in staffing costs - and counting.

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Over 500 businesses trust Edge with their remote staffing needs.

2 hr

Daily admin work saved per practitioner

24%

More patient capacity per practitioner

70%

Decrease in practice overhead expenses

97%

Fewer dropoffs and calls missed

100%

Patients verified ahead of visits

Trusted by 1,000+ medical & insurance organizations

Knippenberg's 4% Increase in Premiums

Freed up executive leadership to focus on key customers and new business — resulting in lower turnover, 46% more calls handled, and a 4% increase in premiums.

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Mendota Insurance Saves $552K Annually

By cutting hiring time from months to just 3 weeks, Mendota eliminated recruitment and training burden — saving $552K annually.

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Matching Every Medical Specialty with Trained Talent

DermatologyPsychiatryRheumatologyObs/GynaecologyInternal MedicineEndocrinologyCardiologyOrthopedicsGastroenterologyFamily MedicineNeurologyPhysiotherapyGeriatricsPediatricsVeterinary

Remote Medical Talent Trained on Real Medical Software

Electronic Health Records (EHR)Practice Management SoftwareScheduling SystemsBilling & Claims Platforms

and many more!

Why Hire With Edge

Solve your most pressing workforce challenges with fast, easy access to bilingual, trained talent.

Top-Tier Talent

With a 2-4% acceptance rate (depending on role), our talent is rigorously vetted, expertly trained, and ready to excel from day one.

Risk-Free Hiring

No fees, no commitments—you only pay when you've found your perfect remote talent.

Payroll & Benefits

From recruiting to payroll, we manage the details so you can focus on running your business.

Pre-Vetted & Trained

Work with talent from our 2-4% acceptance pipeline, pre-vetted and trained to deliver results from day one.

Compliance You Trust

Full compliance with HIPAA, SOC 2 Type II, ISO 27001, and GDPR.

Cost-Effective Hiring

Hire vetted remote talent at up to 70% less than typical in-house costs.

Testimonials

Trusted Across Medical, Dental & Insurance

My Edge employees have become the backbone of my practice.
DA
Dr. Naureen Alim
Physician-Owner, Houston Medical Practice
Case Study →
We reduced our outstanding AR by 90% within the first quarter of working with Edge.
PO
Practice Owner
Kwasnik Family Dental
Case Study →
Edge cut our quoting time from 24 hours to 15 minutes.
AO
Agency Owner
Mendota Insurance Agency
Case Study →

Edge Insurance Assistants vs. Virtual Assistants

Hiring with Edge

  • Full-time, dedicated employee for your practice
  • Practice-ready medical staff trained in real workflows
  • Built for high-growth practices that need full-time support
  • Business-level BAA agreements
  • Edge provides required equipment
  • Trained & experienced remote medical assistants
  • HIPAA, ISO 27001, SOC 2 Type II & GDPR compliant

Other Virtual Assistants

  • Rotating, untrained virtual assistants
  • Little to no industry training or workflow experience
  • Not scalable for high-growth practices
  • Do not sign business-level BAAs
  • Virtual assistants use their own equipment
  • Untrained virtual assistants without hands-on experience
  • Not certified or compliant with any standards

Frequently asked questions

No. Remote insurance assistants from Edge are full-time team members, not virtual assistants. Responsibilities include eligibility checks, compliance verification, scheduling, and customer correspondence.
You vet, we do the rest. Edge manages 80% of prerequisite training while you handle the business-specific 20%, plus equipment, payroll, and benefits.
Edge employees are full-time dedicated staff from day one, top 1% global talent, fairly compensated, fluent English speakers with ongoing compliance training.
Unlike other staffing agencies, we'll find an expert meeting your criteria in less than two weeks.
Edge believes in equitable wages, healthy working environments, and ongoing support for talent, enabling retention of top performers.
Clients save, on average, 51% of the cost that they would incur to employ a full-time in-house resource.

Your next full-time hire
is 7 days away

Book a Demo. We'll match you with a pre-vetted professional in 7 days.

No payment until you hire
No contract lock-in
Cancel anytime