Enterprise League logo
United Alliances Logo

United Alliances

Cleveland, United States (US) · Finance and Banking

Verified by Enterprise League

Data quality

Complete · Accuracy

Last verified

Sep 2026

#Accounting

#Finance

#VirtualAssistence

United Alliances is a Finance and Banking company based in Cleveland, United States (US), founded in 2019, with 30-50 employees.

Overview

United Alliances is a specialized insurance outsourcing partner built for agencies that want to scale without increasing operational pressure. We work exclusively with insurance agencies and brokerages, providing trained virtual assistants who understand the entire insurance lifecycle — from quoting and endorsements to renewals, policy servicing, and document management.
Visit Official Website

Most teams do this before shortlisting


Contact Details

+18882326003
hello@ualliances.com

Cleveland, United States (US)

Founded

2019

Company Type

Private Limited Company

Employees

30-50

Categories

Finance
Wealth Management
Insurance
Accounting
Virtual Assistant

Keywords

#Accounting

#Finance

#VirtualAssistence

Awards

2026 OpenSee all

Services

Default Product Image
Scale Your Agency Without Hiring More Staff
Virtual Assistant

United Alliances is a Cleveland, Ohio-based insurance virtual assistant company that helps U.S. insurance agencies, brokers, and carriers cut staffing costs without letting policy work fall behind. Our insurance-trained virtual assistants handle quoting, renewals, endorsements, certificates of insurance, and AMS data entry across platforms including Applied Epic, AMS360, HawkSoft, and EZLynx - so producers spend less time on paperwork and more time with clients. We also support agencies with dedicated accounting and marketing virtual assistants for work outside insurance operations. Every assistant works under NDA and ISO 27001-aligned data security practices. Trusted by 25+ agencies, with 10,000+ policies processed.

Request a quote

Companies teams usually look at after United Alliances

Comparing a few options usually leads to better decisions






  • Save companies to compare later. Useful when sharing options with your team

This is how your company profile looks to others.