Beacon pairs you with a trained insurance operations VA and the technology to manage pending requirements, policy delivery, carrier follow-ups, client requests, and the administrative work taking you away from production.
PEOPLE · PROCESS · INTELLIGENCE · EXECUTIONAs you write more business, pending requirements, client follow-ups, policy delivery, and carrier requests grow with it. Soon, the work is scattered across Gmail, GHL, carrier portals, spreadsheets—and sometimes a random page in your notebook.
Beacon uses intelligence from AXIUMS alongside your existing workflows to bring the administrative work behind your policies into one clear operating view.
Each task is assigned to your dedicated Beacon VA with a priority, SOP, deadline, and clear next action—without relying on you to remember what happens next.
Your dedicated Beacon VA works through defined procedures to follow up, communicate, update, and move each task forward.
Beacon handles the administrative work behind the business so you can stay focused on clients, appointments, and production.
Beacon combines a trained insurance operations VA with the technology required to assign, manage, and advance the administrative work behind your business.
A trained back-office VA manages pending requirements, client and carrier follow-up, policy delivery, signatures, cancellations, and book-of-business administration.
Tasks, SOPs, ownership, deadlines, capacity, and reporting give your Beacon VA one place to manage and advance the work.
Full platform preview coming late September.
Enroll individually or create a shared pod with other agents. Your pod works with one consistent Beacon VA—not a rotating support queue. The Beacon platform is included.
Coverage Monday–Friday, 8am–5pm CT. Support for carrier and client inboxes, pending requirements, retention, replacement cancellations, signatures, book-of-business tracking, and follow-up. Your VA works inside GoHighLevel, DocuSign, AXIUMS, and carrier portals.
Start with a conversation. No payment required.
AXIUMS provides carrier, commission, and profitability intelligence. Beacon connects that intelligence to the people and workflows responsible for moving the work forward.
Carrier, policy, commission, profitability, chargeback, and pending-requirement intelligence.
The dedicated VA, workflow, SOPs, ownership, and human execution that move the work forward.
AXIUMS gives your Beacon VA faster access to carrier, policy, pending-requirement, commission, and profitability intelligence—helping them identify and move work more efficiently.
Separate platforms. Complementary strengths. Beacon’s platform integration is in development.
Let Beacon handle the administrative work behind your business so you can stay focused on clients, appointments, and growth.