More Booked Calls.
Zero Leads Lost.
The Virtual Service Provider helps insurance agencies turn ad spend into booked appointments and closed policies. Kaye builds and runs end-to-end CRM automation — instant lead response, TCPA-compliant follow-up, appointment reminders, and renewal sequences — plus the funnels and landing pages that keep your pipeline full.
Kaye
Your direct point of contact — always.
Lead Pipeline
Live & running on autopilot
0%
leads contacted within minutes
0
Countries Actively Served
0%
Client Retention Rate
0/7
Time Zone Coverage
0 Owners
Direct Partner Access — No Account Managers
Lead Generation & Automation, Built for Insurance
Kaye's core focus is filling your pipeline and keeping it moving on autopilot — from the first ad click to a placed policy. The same hands-on operations background also covers the support work that keeps an agency running smoothly.
Lead Generation, Funnels & Appointment Booking
Insurance-ready landing pages and ad funnels for Meta & Google, built in Systeme.io or your CRM of choice — with compliant intake forms that route straight into your pipeline and book consultations automatically.
CRM & Marketing Automation
End-to-end CRM workflows — instant lead response, TCPA-compliant SMS & email sequences, illustration tracking, appointment reminders, no-show recovery, and 90/60/30-day renewal campaigns that run on autopilot.
Customer Service & Problem Resolution
Live chat, email and ticket support, complaint handling, and issue resolution — with multi-timezone coverage so customers in every region feel heard, fast.
Fraud Analysis & Risk Review
Transaction and account reviews, flagging suspicious activity, and applying a careful, detail-driven eye to protect your business and your customers.
Business Operations & Client Success
Day-to-day operational support, account management, and client success check-ins that keep projects on track and clients well looked after.
Retention & Account Management
Proactive outreach, win-back campaigns, and relationship management focused on keeping your existing customers happy and subscribed.
Meet Kaye
When you work with an agency, your project gets passed between account managers and rotating contractors. With The Virtual Service Provider, you work directly with the people who own the business and personally deliver the work.
Kaye
Co-Founder · Operations & Client Success
Kaye's focus is building the lead generation funnels and CRM automation that keep an insurance pipeline full and moving — from first response to renewal — while also covering the customer care, fraud review, and operations work that keeps an agency running smoothly. One point of contact across growth and day-to-day support.
Up and Running in Four Simple Steps
Discovery Call
We learn about your business, goals, and the gaps eating up your time.
Custom Plan
We map out the exact mix of support and tools that fit your workload and budget.
Seamless Onboarding
We integrate with your tools, calendars, and communication channels within days.
Ongoing Support
Regular check-ins, reporting, and continuous optimization as your business grows.
Trusted by Insurance Agencies Across Four Countries
“Within a week of Kaye setting up our CRM automation, our speed-to-lead dropped from hours to under two minutes. We're booking more consultations without hiring another agent.”
[Client Name]
Life Insurance Agency Owner — USA
“Kaye flagged an unusual pattern in our renewal data before it became a compliance issue, and now our follow-up and retention sequences run without anyone chasing clients manually.”
[Client Name]
Insurance Brokerage Principal — Australia
“Our new lead funnel captures consent properly and routes straight into our pipeline. Appointments book themselves and reminders go out automatically — exactly what we needed.”
[Client Name]
Insurance Agency Director — United Kingdom
Simple, Transparent Plans
Every plan includes direct access to Kaye. Need something custom? We'll build a plan around your exact hours and services.
Starter
For solo founders who need core admin support.
$XXX/mo
- Up to 20 hours / month
- Inbox & calendar management
- Email support coverage
- Weekly check-in
Growth
For businesses ready to scale support & operations.
$XXX/mo
- Up to 60 hours / month
- Everything in Starter
- Customer service across 2+ time zones
- Workflow & marketing automation
- Monthly account & risk review
Partner
For established businesses needing full coverage.
Custom
- Expanded dedicated hours
- Everything in Growth
- Full landing page & funnel builds
- Proactive fraud & risk monitoring
- Quarterly strategy session
Frequently Asked Questions
GoHighLevel is Kaye's primary platform for building insurance pipelines — pipeline stages, tagging, illustration tracking, and renewal sequences are all set up there. If you're already on a different CRM, Kaye will assess it during the discovery call and either work within it or recommend a migration path.
Every automation is built around documented consent. Lead intake forms capture TCPA consent with a server-side timestamp, non-consenting leads are automatically routed to email-only sequences, and an STOP-reply workflow enforces opt-outs and Do Not Contact status immediately — protecting your agency from compliance penalties.
Within minutes. As soon as a consented lead enters your CRM, an instant SMS and email introduction go out automatically and a same-day call task is created for your agents — because speed-to-lead is the single biggest factor in whether an insurance lead converts.
Yes. Kaye designs and builds Meta & Google ad funnels and landing pages in Systeme.io (or your platform of choice), with TCPA-compliant intake forms that feed straight into your automated pipeline — so every lead that fills out a form is contacted and booked without manual work.
Every engagement starts with a signed NDA and confidentiality agreement. Drawing on a background in fraud analysis and risk review, Kaye follows strict, permission-based access to your CRM and carrier portals (iPipeline, WinFlex, Symetra, and similar) and never shares credentials or client data with third parties.
No. All plans run month-to-month with a 30-day notice period. Most clients are fully onboarded within 3-5 business days of the discovery call, including CRM access, tool integrations, and a kickoff session with Kaye.
Ready to Reclaim Your Time & Run a Tighter Operation?
Book a free, no-obligation discovery call with Kaye. We'll map out exactly where The Virtual Service Provider can support your business.
No pressure, no sales pitch — just a friendly conversation about your business.
Let's Talk about Business
SOLUTIONS TAILORED TO YOU
Our Services
Funnel Design
Custom-built, high-converting funnels designed to maximize your results. Let us handle the hard part so you can focus on your clients.
Website Design
Your website should sell for you 24/7. We craft stunning, optimized sites that do just that.
Email Marketing
The fortune is in the follow-up! With well-planned email sequences, we help nurture leads and boost conversions.
Copywriting
Every word matters. Our research-backed, persuasive copy speaks directly to your audience and turns leads into paying customers.
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