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Orielio

Insurance Virtual Assistants Who Work Your Leads.

Dedicated, insurance-trained professionals who call, text, follow up and set appointments — built around mortgage protection, life, final expense, Medicare, IUL and annuities, and adaptable to other lead-driven businesses.

Book a Discovery Call Insurance virtual assistants
1:1
Dedicated professional
40 hrs
Per week coverage
Managed
Coaching & quality assurance
Insurance
Trained on your scripts

Dedicated professionals for the roles and industries we support

  • CUSTOMER SUPPORT
  • APPOINTMENT SETTING
  • SALES ASSISTANTS
  • ADMIN & BACK OFFICE
  • INSURANCE AGENCIES
  • REAL ESTATE
  • HEALTHCARE
  • HOME SERVICES
  • MORTGAGE & LENDING
  • LEGAL

One Dedicated Professional. Your Leads. More Follow-Up.

Your Orielio professional works your leads from first contact through appointment — calling, texting, following up, updating your CRM and making sure opportunities don't disappear.

Calling

Respond to new leads, make outbound calls, follow up with prospects and work no-answer leads.

Texting

Handle two-way SMS conversations, nurture prospects, send reminders and re-engage leads.

Appointment Setting

Qualify prospects, schedule appointments and confirm upcoming conversations.

Lead Follow-Up

Work older leads, missed opportunities, no-shows and prospects who were not ready the first time.

CRM Management

Keep lead statuses, notes, appointments and pipeline information organized and up to date.

Explore all services

Built for Insurance

Our deepest expertise is insurance. Orielio provides dedicated professionals who understand lead follow-up, appointment setting, calling, texting and CRM workflows for insurance sales teams.

Mortgage Protection

Consistent calling, texting and follow-up to turn mortgage protection leads into qualified appointments.

Life Insurance

Lead response, qualification, follow-up and appointment setting for life insurance professionals.

Final Expense

Dedicated follow-up for inbound and outbound final expense prospects.

Medicare

Lead response, qualification, reminders and appointment scheduling for Medicare agents.

IUL & Annuities

Organized lead follow-up and appointment setting for higher-value insurance opportunities.

Every other insurance line

These are the areas we work in most — not the limits of what we support. If your agency sells it and it runs on leads, we can staff it.

Insurance virtual assistants

Other Industries We Support

Insurance is our specialty, but the same lead follow-up and appointment setting works anywhere leads arrive faster than your team can call them back.

  • Real Estate
  • Healthcare
  • Legal
  • Solar
  • Mortgage
  • Automotive
  • Financial Services
  • Home Services
  • Professional Services
  • SaaS
  • Property Management
See all industries

How we work together.

01

Tell us your workflow

We learn how your leads arrive, how you sell and what a good appointment looks like before we suggest a single name.

  • Discovery call
  • Lead and CRM review
  • Clear scope of support
02

We train your dedicated professional

Your scripts, objection handling, CRM steps and tone of voice become second nature — guided by our onboarding team.

  • Script and SOP training
  • Tool and system access
  • Managed onboarding
03

Your VA starts working your leads

Calling, texting, qualifying, setting appointments and keeping your pipeline current from day one.

  • Fast lead response
  • Consistent follow-up
  • Appointments on your calendar
04

We monitor and support performance

Call quality reviews, coaching and reporting from the Orielio team so standards hold as volume grows.

  • Call quality assurance
  • Ongoing coaching
  • Performance reporting
See the full process

Teams that found the right people.

“Our assistant became part of the team within a month. Clients ask for her by name — that's not something you get from a call centre.”

One dedicated assistant, full inbound coverage

D

Daniel Reyes

VP of Sales, Atlas Realty Group

“We needed consistency more than anything. Same person, same standard, every day — and our CRM has never been this clean.”

Qualified meetings doubled in 90 days

S

Sofia Marchetti

Chief Revenue Officer, Meridian Insurance

“We grew the team without growing payroll. Two dedicated professionals cover what we thought needed four hires.”

Scaled support without new headcount

M

Marcus Hale

Founder, Volta Solar

Read the case studies

Your Leads Are Already Coming In.
Who's Following Up?

Let a dedicated Orielio professional handle the calls, texts, follow-up and appointment setting while you focus on closing.

Book a Discovery Call

No long-term contract required · Onboarded in about two weeks