Question 1

Are your VAs trained on Ebix WinBEAT, Sunrise Exchange or SCTP?

Accepted Answer

Yes. Our insurance broker VAs are pre-trained on the major AU broker stacks: Ebix WinBEAT/CBS/Insight (which holds ~80% of AU broker market share), Sunrise Exchange, SCTP for Steadfast brokers, and JAVLN. They handle data entry, COI issuance, policy schedules, and renewals across these platforms.

Question 2

Will they process Certificates of Currency for us?

Accepted Answer

Yes, this is the highest-volume daily task we take off broker desks. Your VA generates COIs from your BMS within minutes of the client request, sends them per your standard, and logs the request in your client comms history.

Question 3

Can they handle claims first-notification and chase?

Accepted Answer

Yes. They lodge claims with insurers via portal or email, collate supporting documents (photos, statements, invoices, COIs), track status weekly, update clients per your template, and escalate complex claims or coverage questions to you.

Question 4

How much does an insurance broker VA cost?

Accepted Answer

We discuss pricing on the discovery call, pricing varies meaningfully across pure admin VAs vs senior account servicing VAs handling complex commercial portfolios.

Question 5

What about renewals, how far ahead do they start?

Accepted Answer

90/60/30-day cadence is standard. They build the renewal pack (loss history, claims summary, premium analysis), prepare the remarketing exercise if needed, and chase outstanding signatures. You make the final placement recommendation.

Question 6

Are they aware of AFSL, ASIC and APRA boundaries?

Accepted Answer

Yes. Every insurance VA goes through StaffPilot's AFSL Compliance Onboarding before placement, covering RG 175 / RG 146 boundaries (advice vs admin), authorised vs unauthorised activities, AFSL file note standards, and APRA reporting basics. They do not provide advice or recommendations.

Question 7

Can they manage Steadfast Client Trading Platform (SCTP) workflows?

Accepted Answer

Yes. For brokers in the Steadfast network, our VAs handle SCTP admin: quote submission, policy issuance, endorsement processing, plus the Steadfast-mandated reporting. Same for IBNA and Insurance Advisernet networks.

Question 8

How do they handle client data and confidentiality?

Accepted Answer

All broker VAs sign Privacy Act-aligned NDAs. They access your BMS via your own logins with role-based permissions and 2FA. Customer data never leaves the BMS environment. Access revoked instantly on departure.

Question 9

How fast can an insurance VA start?

Accepted Answer

14 days from first call. By day 7 they're shadowing in your BMS; by day 14 they're issuing COIs and processing endorsements.

Question 10

Will my account managers still be needed?

Accepted Answer

Yes, for everything requiring advice, placement decisions, complex claims, and relationship management. Your VA handles 60-70% of the operational admin so your AMs focus on client relationships and revenue work.

Your privacy

Filipino Insurance Broker VAs for Australian Firms

Where AU insurance brokers leak hours every week

COIs are eating account managers alive

Renewals turn into a Q4 scramble

Claims first-notification chase eats your week

30-40% of underwriter time goes to admin

What our insurance broker VAs handle

Account Servicing

Renewals

Claims

Compliance & Reporting

Network Admin (Steadfast / IBNA / Insurance Advisernet)

Tools your insurance broker VA already knows

BMS

Trading

Compliance

Communications

Network

How we get your VA live in 14 days

Brief us

We shortlist

You hire

What Australian insurance brokers say

Insurance broker FAQs

Other industries we serve

Get COIs, claims and renewals off your desk