Kim D.Private profile: Upwork shows its earnings only to signed-in members, so we check it every few weeks, not daily. MRR here is a rough estimate (Upwork's six-month earnings ÷ months active). Last read Nov 5, 2026.

Insurance agencies need someone who can do more than make calls. You need someone who can qualify prospects, gather the right information, follow up on missing documents, update the CRM, and help move accounts toward a quote. That’s where I come in. I’m an Insurance Virtual Assistant specializing in Commercial Lines, Insurance Intake, Lead Qualification, Sales Support, and CRM Management. I’ve worked with insurance agencies and brokers handling both outbound prospecting and insurance intake. I’m comfortable speaking with business owners, asking the right questions, collecting underwriting information, requesting documents, following up, and keeping everything organized. What I Can Help With Commercial Insurance Commercial Auto & Trucking General Liability Commercial Property Contractors Business Insurance Worker's Comp Insurance Intake & Quote Support Intake calls with prospects Gathering business and operations information Driver and vehicle information Revenue, payroll, claims, and exposure information Loss runs, applications, and supplemental forms Requesting missing documents Following up on quote requirements Reviewing information for completeness before submission Sales & Lead Follow-Up Cold calling Outbound prospecting Lead qualification Appointment setting Quote follow-ups Renewal follow-ups Re-engaging old leads Handling objections and gatekeepers Pipeline management CRM & Admin HubSpot Salesforce GoHighLevel HawkSoft EZLynx AMS360 Applied Epic AgencyBloc Data entry CRM updates Task and pipeline management Email and client follow-up How I Work I don’t just make a call and pass the lead along. I help keep the account moving. Prospect → Qualify → Intake → Collect Documents → Follow Up → Update CRM → Quote Submission I pay attention to the details because incomplete information can slow down the quoting process. If you need an Insurance VA who can help with Commercial Lines, Intake, Lead Qualification, Follow-Ups, and CRM Management, I’d be happy to help. With extensive hands-on experience, KIM D.