Fill Your Agents' Calendars with a Managed Lead Gen VA
Stop wasting your top producers' time on cold outreach, list scrubbing, and manual dialers. Get a pre-vetted, highly trained Insurance Lead Generation Virtual Assistant backed by a Dedicated Project Manager—driving exclusive, qualified appointments to your agency.
Proficient in the Modern Insurance Sales Stack
Your Dedicated Prospecting Engine
We take over the high-volume, repetitive tasks required to generate exclusive insurance leads, ensuring your brokers only spend time quoting and closing.
Targeted List Building
Scraping and verifying contact data for Commercial P&C or Life prospects. We build highly targeted lists based on x-dates, industry codes, and company revenue.
Cold Calling & Appointment Setting
Executing high-volume outbound dials to introduce your agency, navigate gatekeepers, gather x-dates, and book discovery calls directly onto your producers' calendars.
Email Drip Campaigns
Setting up and managing outreach sequences in Apollo or HubSpot. We monitor deliverability, execute A/B testing, and handle initial inbox replies.
Inbound Lead Triage
Responding instantly to web form submissions or Facebook ad leads. We qualify the prospect quickly and initiate a live transfer to your available agents.
CRM Data Scrubbing
Cleaning up your Salesforce or AgencyZoom. We merge duplicate records, update missing phone numbers, and ensure your database is ready for remarketing.
Daily KPI Reporting
Tracking dials made, emails sent, connection rates, and appointments set. Your Project Manager provides daily end-of-shift reports for total campaign visibility.
The Sagedoer Managed Advantage
A structured, secure remote team built to scale your outbound volume without the headaches of traditional SDR hiring.
Seamless Outbound Integration
How we connect our sales talent to your agency in four simple steps.
Profile Alignment
Share your target demographic (e.g., Commercial Auto, Life), value proposition, and the software stack (CRM/Dialer) you use.
Scripting & Setup
Your Project Manager assigns a vetted VA and helps adapt your cold calling scripts and email templates for the team.
Active Prospecting
Your VA executes the daily volume—building lists, making dials, and sending emails. The PM monitors QA.
Meetings Booked
Qualified appointments appear on your calendar. You pay purely for hours worked—no shared leads or commission cuts.
Transparent Growth Pricing
Stop buying recycled, shared leads. Build your own exclusive pipeline with predictable labor costs.
- Dedicated Project Manager Included
- Perfect for CRM cleanup & list building
- Zero setup or onboarding fees
- No long-term lock-in contracts
- Deeply reduced bulk hourly rate
- Dedicated Project Manager Included
- High-volume cold calling & email outreach
- Free internal backup VA coverage
*Note: Clients are responsible for providing their own software licenses (e.g., Salesforce, Apollo, dialers).
Sagedoer vs. Buying Shared Leads
| Operational Factor | Lead Vendors (Shared/Per-Lead) | THE SAGEDOER ADVANTAGE |
|---|---|---|
| Lead Exclusivity | Sold to 3-5 other agencies simultaneously | 100% Exclusive. Generated directly for your agency. |
| Pricing Structure | Expensive per-lead costs ($20-$100+) | Flat $6-$7/hr. Unlimited leads generated on your time. |
| Integration | Data dropped in a spreadsheet; you do the dialing | VA works inside YOUR CRM and sets the appointment. |
| Quality Control | You must dispute bad leads constantly | A Dedicated PM ensures your VA hits daily quality KPIs. |
Trusted by Agency Owners & Brokers
Frequently Asked Questions
Everything you need to know about delegating your sales pipeline.
Do your VAs make live cold calls, or just send emails?
Both! We match you with VAs based on your specific needs. We have talent specialized purely in data scraping and email outreach, as well as VAs with excellent English communication skills trained specifically for high-volume cold calling and appointment setting.
Do I need to provide the lead lists and software?
Yes. As a staffing solution, we provide the highly-trained human capital. You are responsible for providing the software seats (e.g., Salesforce, Apollo.io, ring dialers) and the overall strategic direction (Ideal Customer Profile, core scripts). Your VA will then use your tools to execute the volume.
Do you charge a commission on closed policies?
Absolutely not. We believe in transparent, predictable pricing. You pay a flat hourly rate for the time your Virtual Assistant works. Any policies bound or revenue generated belong 100% to you, keeping your customer acquisition costs incredibly low.
What happens if my assigned VA is out sick?
Because Sagedoer is a fully managed service, your Dedicated Project Manager instantly reassigns your daily outreach tasks to a fully-briefed internal backup VA. Your pipeline generation continues without any disruption.
Ready to Fill Your Calendar?
Stop paying high prices for recycled leads. Reach out today to schedule a strategy call and match with an expert Insurance Lead Gen VA and Dedicated Project Manager.