Your Trusted Partner for
Virtual Staffing and Smart CRM Solutions
Professional support designed for insurance agents, healthcare providers, and growing businesses that need better systems and dependable remote talent.
Used by Financial Professionals and Healthcare Providers
- Philippines-Based
- HIPAA-Compliant Support
- No Payroll, No Benefits, No Office Cost
- Part-Time or Full-Time
What We Offer
The CareIQ Assist 4 Step Solution
Build Your Digital Presence
Website Development + Social Media Management
Your business becomes searchable, visible, and easy to reach online. Prospects can verify you fast and take action confidently.
Reliable Follow Up System
CRM Setup + Workflow Automations
Every inquiry gets tracked, assigned, and followed up consistently. Less leakage, clearer pipeline visibility, better client experience.
Virtual Assistant Support
Delegate Admin and Digital Tasks
Daily operations run smoother because a trained VA supports scheduling, inbox management, CRM updates, and social media management.
Virtual Medical Assistant Services
HIPAA-Compliant Support for Modern Practices
HIPAA-compliant professionals supporting healthcare providers with patient coordination, medical documentation, billing, and back-office workflows.
About the Company
A hands-on team supporting you every step.
CareIQ Assist provides Philippines-based virtual professionals with professional degrees and a modern CRM platform designed to help US businesses improve operations, reduce overhead, and create smoother client experiences.
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Ida Riley, MS RN CPC
CEO & Co-Founder of CareIQ Assist, LLC, member of WFG
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Dr. Jose Gonzalez, MD
Medical Director • Psychiatrist
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Dawn Riley
Administrative Assistant
Pricing
Simple rates, no hidden burden
NO PAYROLL · NO BENEFITS · NO OFFICE COST. Cancel the guesswork, not your growth.
Virtual Assistant Services
Starts at
$7.00 per hour
Admin, client communication, and creative work, handled.
Get startedFeatures
- Manage emails and client communications
- Handle follow-ups and appointment reminders
- Coordinate calendars and appointments
- Process applications and client requests
- Maintain CRM records and client information
- Prepare reports and track important data
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- Create flyers and brochures
- Design social media content
- Build PowerPoint presentations
- Assist with creative assets and layouts
- Short-form video editing
- Part-time, min. 25 hrs/week
- Full-time, min. 40 hrs/week
Virtual Medical Assistant Services
Starts at
$10.00 per hour
Reception, coordination, scribing, and billing for your practice.
Get startedFeatures
- Appointment Scheduling & Calendar Management
- HIPAA-Compliant Call Handling
- Real-Time Message Routing
- Patient Intake & Registration
- Voicemail & Inbox Management
- Referral Management
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- Patient Data Management
- Medication Refill Management
- Medical Records Retrieval
- Live Medical Scribing
- Medical Transcription
- Electronic Health Record (EHR) Data Entry
- Documentation Review & Editing
- Patient Billing Assistance
- Pre-Authorization & Pre-Certifications
- Insurance Verification
- Medicare Advantage Support
- Part-time, min. 25 hrs/week
- Full-time, min. 40 hrs/week
CRM & Automation Systems
Unlimited UsersStarts at
$199 per month
One connected platform instead of six disconnected tools.
Get startedFeatures
- CRM and pipeline management
- Built in workflow automations
- 2 way SMS and email marketing
- Booking calendar and appointments
- Forms and surveys (lead capture)
- Website builder and landing pages (funnels)
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- Call tracking and conversation history
- Reputation management (review requests)
- Reporting and analytics dashboards
- Central inbox for messages (multi channel)
- CareIQ Assist implementation and setup support
- Mobile App integration
+ $1,000 one-time setup fee
How it works
You are never left to work it out alone
From the first call to the day your CRM goes live, someone here knows your name and your business. We do not hand over a login and wish you luck.
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We learn your business
A discovery call to work out what you actually need, which service fits, and what good looks like for you.
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We match you with the right person
Your professional arrives already trained on insurance and healthcare workflows, so you are never starting from zero.
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We set up your systems
Implementation and setup support is included with the CRM. Pipelines, automations, calendars and forms built around how you work.
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We stay with you
You are not handed a login and left to it. We are here after go-live, for as long as you need us.
NO PAYROLL · NO BENEFITS · NO OFFICE COST
Save up to $5,000 or more every single month
Virtual assistants start at $7.00 per hour. Hire full-time for as low as $1,120 per month.
“Empowering your admin and healthcare providers to work smarter, serve better, and build high-performing teams.”
FAQs
Common questions
What does CareIQ Assist actually do?
Three things. We place Philippines-based virtual assistants with US businesses, we place virtual medical assistants with healthcare practices, and we set up and run the CareIQ Assist CRM. Most clients start with one and add the others later.
Who is this for?
Insurance agents, financial services agencies, healthcare providers, and growing businesses that need better systems and dependable remote talent. If you are spending your evenings on admin instead of clients, that is the problem we solve.
Are you an employment agency? Do I become the employer?
No. CareIQ Assist is an intermediary. We source, train, and place the virtual professional, and you work with them directly. You are not their employer of record and you take on no payroll, benefits, or office costs.
Why the Philippines?
Our professionals hold professional degrees, speak excellent English, and are trained on insurance and healthcare workflows before they reach you. You get that at a fraction of a US hire, without the payroll, the benefits, or the office.
Contact Us
Ready to Scale Your Business?
Let’s match you with the right virtual assistant, virtual medical assistant or CRM solution for your workflow. Reach out Today!

