Never Miss a Renewal.
Stay Fully Compliant.
Expired certificates and lapsed policies are liabilities you can't afford. Hire a fully managed Virtual Assistant to meticulously track, update, and organize your company’s insurance documentation.
Handling Sensitive Data with Enterprise Security
Comprehensive Policy Management.
From COIs to workers' comp. Your VA acts as a meticulous administrative layer between you, your brokers, and your vendors.
Renewal Tracking
Maintaining a master database of all active policies. Triggering proactive alerts 60 and 30 days prior to expiration to ensure seamless renewals.
COI Management
Handling incoming and outgoing Certificates of Insurance. Verifying that subcontractors and vendors hold the correct limits before they step on site.
Broker Communication
Acting as the point of contact for your insurance brokers. Gathering requested payroll data, vehicle lists, or property updates required for policy quotes.
Document Archiving
Digitizing, renaming, and securely organizing policy documents into your cloud storage (Google Drive, SharePoint) for instant audit readiness.
Claims Administration
Assisting with the initial paperwork for claims. Organizing incident reports, photos, and witness statements into a clean package for the adjuster.
Fleet & Asset Updates
Immediately updating the insurer when a company vehicle is bought/sold or a new piece of heavy equipment is acquired, ensuring coverage is never lapsed.
Why Management Matters
Insurance is unforgiving to administrative errors. Don't leave it to an unverified freelancer.
Unverified Freelancers
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Data Security Risks
Handing sensitive company policies to transient freelancers without proper NDAs or secure infrastructure is a massive liability.
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Lack of Accountability
If a freelancer misses a renewal date and disappears, your business is the one left exposed to risk.
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Inconsistent Workflow
You must constantly train them on your folder structures and checking processes.
Sagedoer Managed VA
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Vetted & NDA Compliant
Professionals operating under strict internal NDAs, trained in secure document handling procedures.
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Project Manager QA (Free)
A dedicated PM oversees the VA, running weekly audits on the master tracker to ensure zero dates are missed.
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Process Continuity
We document the SOPs. If your VA is sick, the PM steps in. Your compliance process never stops.
The Onboarding Protocol
Structured, secure, and fully managed deployment.
1. Secure Handover
Grant restricted access to your current files or broker portal to your dedicated Project Manager.
2. Master Tracker
The PM builds a master dashboard of all policies, limits, and expiration dates for the VA to manage.
3. Active Auditing
The VA begins daily operations: requesting vendor COIs, archiving renewals, and alerting you to actions.
4. Monthly Reporting
Receive a clear monthly summary of what was updated, what is expiring next, and zero compliance headaches.
Transparent Administrative Cost
Professional compliance support shouldn't cost executive salaries.
Part-Time Admin
20 Hours / Week
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management QA & oversight
- Zero setup or onboarding fees
Full-Time Specialist
40 Hours / Week
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management QA & oversight
- Zero setup or onboarding fees
Compliance & Security FAQs
Will the VA make decisions regarding coverage limits?
How do we grant access to our files securely?
What happens if a deadline is approaching?
Protect Your Operations.
Offload the administrative burden of compliance. Partner with Sagedoer for flawless insurance and policy tracking.