Accelerate Your Agency.
Automate the Paperwork.
Stop burying your licensed producers in administrative tasks. Hire a managed Car Insurance Virtual Assistant to handle carrier quotes, chase renewals, and process claims so your team can focus on selling.
Proficient in Top Agency Management Systems (AMS)
Drive Growth. Delegate the Rest.
Your licensed producers are your revenue engine. Our Virtual Assistants handle the backend operations to keep that engine running smoothly.
Quote Generation & Carrier Rating
Stop wasting time plugging data into comparative raters. The VA collects the prospect's details, runs them through EZLynx or your carrier portals, and prepares a clean quote comparison sheet for your agent to present and close.
Renewal Chasing
Monitoring your 30/60/90 day renewal pipelines. The VA proactively contacts clients to confirm details, preventing policy lapses and protecting your book of business.
COI Issuance & Dec Pages
Handling routine client requests instantly. Generating Certificates of Insurance, ID cards, and Declaration pages without interrupting your producers.
Claims Processing & Triage
When accidents happen, clients need immediate support. The VA takes the initial First Notice of Loss (FNOL), gathers police reports and photos, opens the claim with the carrier, and keeps the client updated on the adjuster's status.
Billing & Cancellation Alerts
Monitoring carrier downloads for impending cancellations. The VA calls/texts clients regarding missed payments to save policies from lapsing.
The Agency Pipeline
A secure, streamlined process to hand off your back-office tasks.
System Access & SOPs
We establish secure, limited access to your AMS (Applied Epic, EZLynx) and VoIP system. Your Project Manager maps out your specific workflows and carrier preferences.
Daily Task Delegation
Your producers assign tasks (quote prep, COI requests) to the VA via your AMS task manager, Slack, or email. The VA monitors the queue continuously.
Execution & Documentation
The VA executes the task, downloads the carrier documents, attaches them to the client's file in your AMS, and leaves a detailed activity note to maintain E&O compliance.
Review & Bill
Your Project Manager performs QA sweeps to ensure accuracy. You are only billed for the exact hours the VA spent processing files and making calls.
Protect Your E&O. Don't Hire Blind.
Insurance requires precision. See why successful brokers trust our managed teams over random marketplace freelancers.
Solo Freelancers
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Data Security Risks
Handing over client PII (SSNs, Driver's Licenses) to unvetted overseas workers on Fiverr/Upwork is a massive liability.
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No AMS Knowledge
You have to spend weeks training a general VA on how to navigate EZLynx or bind a policy.
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Single Point of Failure
If your solo VA quits or gets sick, your pending quotes pile up and your renewals lapse.
Sagedoer Managed VA
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Strict Data Compliance
Our VAs operate under strict NDAs and utilize secure credential managers. Your agency's data stays protected.
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Free PM QA Oversight
Your Project Manager spot-checks policy documentation to ensure the VA is attaching files correctly and updating your AMS.
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Seamless Replacements
We document your specific agency workflows. If a VA is out, an internally trained backup steps in immediately.
Transparent Agency Pricing
Stop paying licensed producers to do data entry. Pay for pure hourly output.
Part-Time CSR
20 Hours / Week
Est. $560 USD / Month (4 Wks)
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management QA supervision
- Zero setup or onboarding fees
Full-Time CSR
40 Hours / Week
Est. $960 USD / Month (4 Wks)
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management QA supervision
- Zero setup or onboarding fees
Agency FAQ
Our Virtual Assistants are unlicensed administrative professionals. They do not sell policies, advise on coverages, or bind coverage. They exist to handle the back-office data entry, document fetching, quoting prep, and clerical follow-ups so your licensed agents can focus on advising clients.
Yes! Depending on your needs, we can set up a VoIP extension for your VA. They can act as your first-line receptionist, answering calls, taking messages, gathering basic claims information (FNOL), or processing simple billing payments before routing complex issues to your agents.
Security is our priority. We operate under strict NDAs. We recommend providing the VA with an agency-owned email address and restricted access to your AMS. Passwords should be shared via secure vaults (like LastPass), ensuring data remains within your controlled environment.
Protect Your Agency's Time.
Every hour spent chasing a dec page is an hour lost selling. Secure a dedicated insurance assistant today and scale your book of business.