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    Industry: Insurance Brokers

    Filipino Insurance Broker VAs for Australian Firms

    Trained on Ebix WinBEAT, Sunrise Exchange, SCTP and JAVLN. COI processing, claims admin, renewals, post-binding work, fully managed from Australia.

    4.9/5from 200+ Australian founders
    Ebix / Sunrise / SCTP trained NIBA-aware compliance Live in 14 days
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    Where AU insurance brokers leak hours every week

    COIs are eating account managers alive

    Certificates of Currency requests pile up daily, explicitly flagged by NIBA as the single biggest admin time-sink for AU brokers in 2025. Every one is admin, not advice.

    Renewals turn into a Q4 scramble

    Multiple lines per client, multiple insurers, schedules pulled together at the last minute. Slipped renewals mean unbroken cover risk and chargebacks.

    Claims first-notification chase eats your week

    Insurer portals, status updates, document uploads. Clients call you not the insurer. Someone has to chase, usually you, at 7pm.

    30-40% of underwriter time goes to admin

    Industry surveys say a third+ of brokerage time is non-revenue admin: BMS data entry, policy schedule generation, renewals papering. That's a fee earner you're paying to do data entry.

    What our insurance broker VAs handle

    Account Servicing

    • Ebix WinBEAT / CBS / Insight data entry and maintenance
    • Certificate of Currency issuance (the high-volume daily task)
    • Endorsement processing and policy schedule generation
    • Quote slip preparation and insurer comparison
    • Client document portal management

    Renewals

    • Renewal calendar 90/60/30 days prior
    • Renewal pack assembly (loss history, claims summary, recommendations)
    • Insurer remarketing exercise admin
    • Cover continuity follow-up
    • Premium variance flagging

    Claims

    • First-notification of loss admin
    • Insurer portal claim lodgement
    • Document collation (photos, statements, invoices, COIs)
    • Status update tracking and client comms
    • Recovery and subrogation paperwork
    • Gap claim admin

    Compliance & Reporting

    • AFSL register maintenance
    • APRA reporting templates
    • File note compliance (RG 175, RG 146 boundaries)
    • Disclosure document admin
    • Authorised Representative onboarding admin

    Network Admin (Steadfast / IBNA / Insurance Advisernet)

    • SCTP (Steadfast Client Trading Platform) admin
    • Network-mandated reporting
    • Co-broker arrangements admin

    Tools your insurance broker VA already knows

    BMS

    • Ebix WinBEAT
    • Ebix CBS
    • Ebix Insight
    • JAVLN
    • Officetech

    Trading

    • Sunrise Exchange
    • SCTP (Steadfast Client Trading Platform)

    Compliance

    • APRA reporting
    • ASIC AFSL register

    Communications

    • Outlook
    • BC Mailer
    • BluCurrent

    Network

    • Steadfast network portal
    • IBNA
    • Insurance Advisernet

    How we get your VA live in 14 days

    1

    Brief us

    Tell us your tools, hours and insurance brokers workload.

    2

    We shortlist

    Industry-matched VAs, vetted and tested, in 5 days.

    3

    You hire

    Pick your VA. Shortlist in 7 to 14 days. No lock-in contract.

    Insurance broker FAQs

    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.

    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.

    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.

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

    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.

    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.

    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.

    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.

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

    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.

    Other industries we serve

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    Get COIs, claims and renewals off your desk

    Brief us in 15 mins. Shortlist in 7 to 14 days. No lock-in contract.

    Book a 15-min call →