Lava Automation
Virtual assistant staffing and workflow automation for independent insurance agencies
Overview
Lava Automation is an agency operations automation platform for independent insurance agencies. Founded in 2019 by Austin Moorhead and headquartered in Beaverton, Oregon, the company combines custom workflow automation with trained virtual assistant staffing to reduce administrative overhead for agency owners.
The platform maps client workflows, builds automated triggers for lead routing, follow-ups, task assignments, and CRM synchronization, then layers in pre-screened virtual assistants to handle execution tasks that cannot be automated. Lava positions itself primarily for independent agencies under USD 5M in revenue, though its case studies include agencies that have scaled substantially while using the platform. The company also provides managed IT and security services under an MSP offering.
Lava Automation raised a Series A round in December 2024 backed by Khosla Ventures and Founders Fund, with 26 reported investors participating. Customer case studies include Trailstone Insurance Group, which grew written premium from USD 8M to USD 46M, and agencies deploying 11 or more virtual assistants across departments.
Products & Services
Virtual Assistant Services
Pre-vetted, trained professionals placed within client agency systems to handle CRM updates, administrative work, and daily execution tasks. Lava screens more than 4,000 applicants monthly, with fewer than 50 advancing through communication assessment, written testing, background screening, and structured evaluation. Onboarding covers CRM fundamentals, advanced automation, systems mastery, and certification.
Key Features
- Rigorous multi-stage applicant screening (less than 2% acceptance rate)
- Phased onboarding with CRM and automation certification
- Ongoing training and performance management
- Deployment across multiple agency departments
Target Users: Independent insurance agency owners and operations managers
Automation Platform
Custom workflow design that routes leads, triggers follow-up sequences, assigns tasks with ownership, and synchronizes data across existing agency platforms. Workflows are built to each client's processes and refined through testing inside the client's live tools.
Key Features
- Lead routing and automated follow-up triggers
- Task assignment with accountability tracking
- Multi-platform CRM and data synchronization
- Workflow testing and iteration within existing systems
Target Users: Independent insurance agencies seeking to reduce manual administrative work
Managed IT & Security Services (MSP)
Enterprise-grade endpoint protection, identity and access controls, backup and recovery, and threat response with 24x5 monitoring and support.
Key Features
- SOC 2 Non-CPA certification
- Phishing defense and endpoint protection
- Identity and access management
- 24x5 monitoring and incident response
Target Users: Insurance agencies requiring compliance-grade IT security
At a Glance
- Founded
- 2019
- Headquarters
- Beaverton, Oregon
- Employees
- 11-50
- Funding
- Series A
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- Agency Management Workflow Automation Virtual Staffing
- Insurance Verticals
- P&C Personal P&C Commercial
- Target Customers
- Agents/Agencies
Customers
- Trailstone Insurance Group (scaled from USD 8M to USD 46M in written premium)
- Florida Best Quote (12+ virtual assistants deployed)
- Grimes Insurance Agency (11 virtual assistants across departments)
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Last updated: 2026-05-17