AMS Data Entry, COI Issuance, Policy Endorsements & Renewal Prep

Scale Your Agency’s Book of Business While Your VA Handles Certificates, Endorsements & Remarketing Files

Stop letting your high-producing licensed agents get bogged down in non-revenue servicing. Delegate ACORD forms, instant Certificate of Insurance (COI) issuance, carrier portal quoting entry, cancellation follow-ups, and agency management system (AMS) audits to a vetted insurance virtual assistant overseen by a dedicated Project Manager at $0 extra management fee.

$6 - $7 / Hour

Pure productive hours

AMS & Rater Proficient

AMS360, Epic, EZLynx, HawkSoft

Free Project Manager

Daily E&O and SLA auditing

Book Agency Strategy Call WhatsApp Insurance Desk

4.9/5 Rating from independent P&C agencies, commercial brokerages & personal lines specialists

Zero Backlog

ams360-applied-epic-sync

Liberate Your Licensed Producers

Licensed producers should spend their time closing commercial accounts and cross-selling personal lines—not re-typing driver schedules into comparative raters or chasing mortgagees for lienholder updates.

Rapid COI Generation & Verification: Processing Certificate of Insurance requests, adding additional insured endorsements, and sending to certificate holders within 30 minutes.
Policy Endorsements & Changes: Adding/removing drivers, auto changes, equipment scheduled items, and mortgagee change notices inside carrier portals.
Remarketing Prep & Loss Runs: Pulling renewal lists 60–90 days out, ordering loss runs from prior carriers, and keying ACORD 125/126/140 applications into raters.
Cancellation & Non-Pay Alerts: Working daily pending cancellation reports, contacting insureds to secure payment, and preventing policy lapses.

Strict NDA & E&O Safeguards Deploy in 24–48 Hours

Up to 70%

Agency Back-Office Savings

Slash CSR payroll overhead without sacrificing service turnaround speed

< 30 Min

Average COI Turnaround

Deliver urgent certificates so your commercial clients can get to work

Management Overhead

Dedicated Project Manager monitors accuracy, logs, and E&O checklists

100%

Confidential & Compliant

Enforceable NDAs, encrypted password vaults, and restricted AMS logins

Insurance Workflows Handled

What Your Insurance Agency Virtual Assistant Manages Daily

Protect your retention rate, accelerate renewal quotes, and free your producers to write more policies.

COI Issuance & Certificate Holder Management

Eliminate urgent client certificate emergencies. Your assistant prepares ACORD 25 certificates, verifies underlying policy limits and active policy status, adds required Additional Insured and Waiver of Subrogation wording per your guidelines, and dispatches them promptly.

Fast ACORD 25 certificate generation directly within your AMS
Annual certificate holder database audits & renewal batch distribution

Policy Endorsements & Carrier Portal Processing

Handle mid-term policy adjustments seamlessly. Your VA inputs vehicle additions/removals, driver changes, mortgagee/lienholder updates, and property address endorsements directly into carrier portals, confirming endorsements match in your AMS.

Carrier portal change entry (Progressive, Travelers, Hartford, etc.)
Reconciling carrier confirmation documents with active client files

Renewal Tracking, Loss Runs & Remarketing

Protect your book from premium shock attrition. Your VA runs expiration reports 60–90 days ahead, requests official 3-to-5 year loss runs, gathers updated payroll/exposure figures, and keys data into comparative raters (EZLynx, PL Rater, TurboRater).

Ordering and indexing loss runs from prior insurance carriers
Staging comprehensive remarketing comparison sheets for producers

Pending Cancellations & Non-Pay Rescue

Safeguard agency revenue and commissions. Your assistant reviews daily carrier pending cancel/non-pay notices, alerts policyholders via text, phone, or email to make payments, and confirms reinstatement paperwork to prevent lapses.

Daily triage of carrier electronic notices and non-payment lists
Documenting outreach in client activity logs for E&O protection

First Notice of Loss (FNOL) & Claims Support

Deliver compassionate, prompt claim triage. Your VA collects initial incident details, photos, police reports, and claimant information, logs the First Notice of Loss in your AMS, submits the claim to the respective carrier, and tracks adjuster assignments.

Structured intake of accident reports, date of loss, and damage details
Following up on adjuster contact details and claim numbers for insureds

Ivans eDocs Indexing & Commission Audits

Keep your agency database pristine. Your VA monitors Ivans download queues, accurately attaches policies, endorsements, and audits to customer files, and reconciles monthly carrier commission statements against policy entries in your AMS.

Resolving unattached Ivans download transaction errors
Identifying missed carrier commission payouts and split adjustments

Insurance Agency Stack Proficient

Agency Management Systems, Comparative Raters & Carrier Portals

Zero training drag. Our assistants arrive experienced in industry-standard insurance management systems, quoting tools, and document management workflows.

Vertafore AMS360

Policies, Suspenses & COIs

Applied Epic

Workflows & Servicing

EZLynx

Rating & Agency Management

HawkSoft

Client Files & Virtual Logs

PL Rater / TurboRater

Comparative Personal Lines

NowCerts & QQ

Commercial & P&C Portals

ACORD Forms

ACORD 25, 125, 126, 140

Ivans eDocs

Automated Daily Indexing

Carrier Extranets

Travelers, Hartford, Chubb

DocuSign / Formstack

E-Signatures & Application Packets

AgencyZoom / HubSpot

Lead Pipeline & Onboarding

1Password / Bitwarden

Secure Carrier Logins

How SageDoer Works

A Remote Agency Workforce Without the Management Overhead!

Bypass the hassle of recruiting, training, and managing staff – we oversee the entire servicing process on your behalf at absolutely no extra charge.

Phase 1

Submit Requirements

Share your specific project needs with us to get started. Choose your preferred channel to reach out: Email, Contact Form, WhatsApp.

Reach out via Email, Form, or WhatsApp

Phase 2

Finalise the Deal

Our dedicated project manager will promptly get back to you to review your goals, outline a tailored strategy, and finalise the partnership details.

Zero setup or onboarding fees

Phase 3

Expert Execution

Your project manager takes full charge of the operations, getting the work done seamlessly and efficiently through our internal team of vetted experts.

Free daily supervision & QA audits

Phase 4

Pay Only for Output

We log and charge exclusively for the virtual assistant's actual working time. Your dedicated project manager's supervision is completely free.

Simple, unified USD invoicing

Your Single Dedicated Point of Contact for All Agency Servicing

Drop urgent COI requests, renewal files, or endorsement batches into Slack, WhatsApp, or email. Your dedicated Project Manager oversees task allocation, SOP compliance, and daily accuracy at zero added charge.

Meet Your Project Manager

The Sagedoer Difference

Traditional Platforms vs. The Smart Choice: Sagedoer

See exactly why independent agencies and commercial brokerages are abandoning traditional freelancer marketplaces in favour of our fully managed, transparent approach.

Key Evaluation Factor	Traditional Platforms	The Smart Choice: Sagedoer
Platform & Management Fees	Up to 40% in hidden markups, bidding, and memberships	0% Hidden Fees. Pay strictly for hours worked.
Daily Team Management	You must juggle and supervise multiple freelancers	Dedicated Project Manager acts as your single point of contact
Quality Assurance	Hit-or-miss talent with unverified credentials	Internally vetted, rigorously trained premium experts
Hiring & Deployment Speed	Endless cycles of interviewing and testing candidates	Instant delegation. We immediately assign the right specialist.
Billing & Invoicing	Complex, multi-freelancer invoices with currency headaches	Simple, unified, centralised USD invoicing
Staff Turnover & Replacements	Start the hiring and training process all over again	Seamless internal replacements with zero workflow disruption

Transparent Pricing Packages

Clear Hourly Rates with Zero Payroll Headaches

Choose the weekly volume that suits your agency's servicing load, and pay strictly for the hours of pure work delivered in USD.

Independent Agencies & Growing Books

Part-Time

20 Hours Per Week

$7 / hour

Est. $560 USD / Month (4 Weeks)

Ideal for solo agents or boutique agencies needing daily Certificate of Insurance turnarounds, endorsement filings, and non-pay follow-ups.

Pay only for hours of pure work
Dedicated Project Manager included
Free management supervision
Zero setup or onboarding fees
No monthly membership charges
Centralised time tracking & reporting

Get Started with Part-Time

MAXIMUM VALUE

Commercial Brokerages & Multi-Producer Firms

Full-Time

40 Hours Per Week

$6 / hour

Est. $960 USD / Month (4 Weeks)

Tailored for high-volume agencies requiring end-to-end back-office operations: comprehensive remarketing prep, rater entry, COI queues, and daily Ivans downloads.

Pay only for hours of pure work
Dedicated Project Manager included
Free management supervision & QA audits
Zero setup or onboarding fees
No monthly membership charges
Seamless internal backup specialist coverage

Hire Full-Time Insurance Specialist

Need help mapping your agency workflows, AMS permissions, or setting up comparative rater templates? Chat directly on WhatsApp

Agency Principals' Feedback

Trusted by Independent Insurance Agencies & Brokers

See how independent agency owners cut servicing backlogs, improve customer retention, and grow their book with SageDoer.

Commercial P&C Agency (Tampa, FL)

"Certificate issuance used to paralyze our commercial account managers. Since bringing on our SageDoer VA, over 80 certificates a week are processed within 20 minutes in AMS360. Our producers finally have time to solicit new accounts."

Brian Connelly

Managing Principal, Gulfshore Risk Partners

Independent Personal Lines Agency (Austin, TX)

"Policy cancellation notices were our silent profit killer. Our VA reviews carrier alerts every morning and reaches out to customers before the cancellation effective date. Our lapse rate dropped by 28% in 90 days."

Lisa Martinez

Director, Shield Insurance Group

Multi-Location Brokerage (Columbus, OH)

"The free dedicated Project Manager is phenomenal. When our primary VA had a personal emergency, the PM stepped in with a trained backup who already knew our Applied Epic workflows. Zero interruption to our agency servicing."

David Whitmore

COO, Buckeye State Insurance Services

Commercial Lines Broker (Charlotte, NC)

"Ordering loss runs, typing up ACORD 125/126 applications, and tracking carrier portal submissions used to consume hours every day. At $6/hour for 40 hours a week, our ROI on this investment is easily 10x."

Trevor Harmon

Commercial Lines VP, Piedmont Risk Advisors

Independent Agency Owner (Denver, CO)

"We were terrified of data breaches and E&O mistakes when outsourcing. SageDoer's strict confidentiality protocols, NDA agreements, and thorough activity logs gave us complete peace of mind from day one."

Karen Reynolds

Agency Principal, HighCountry Insurance

Commercial P&C Agency (Tampa, FL)

Brian Connelly

Managing Principal, Gulfshore Risk Partners

Frequently Asked Questions

Questions About Hiring a Virtual Assistant for Your Insurance Agency?

Genuine, realistic answers addressing licensing, E&O liability safeguards, system permissions, and dedicated Project Manager oversight.

Yes. Virtual assistants handle administrative, operational, and data-processing tasks that do not require an active insurance license under state insurance department guidelines. These include generating Certificates of Insurance (COIs) reflecting existing coverage, keying data into raters and carrier portals, ordering loss runs, processing routine endorsements (adding autos/mortgagees), managing cancellations, and indexing Ivans eDocs. Your licensed staff retains authority over binding coverage, coverage counsel, and advisory negotiations.

E&O mitigation is built directly into our operational workflow. Assistants adhere strictly to standard agency operating procedures (SOPs). Every customer request, carrier communication, and certificate generated is logged with date/time stamps and audit notes directly in your AMS activity file. Furthermore, your free dedicated Project Manager conducts spot-checks and review audits to verify that certificate limits match underlying policy declarations.

We follow the principle of least privilege. You create individual, restricted CSR/servicing user logins inside your Agency Management System (AMS360, Applied Epic, EZLynx, HawkSoft) and carrier portals. Logins are shared securely through encrypted password vaults (such as 1Password or LastPass). Financial bank accounts and master agency settings remain completely locked.

Your dedicated Project Manager acts as your single point of contact at $0 extra charge. They audit task queues, track COI turnaround SLAs, coordinate daily communication, monitor attendance, and ensure seamless backup coverage if your assistant is ill or on leave—so your agency servicing pipeline never halts.

None. SageDoer operates with complete financial clarity: 0% hidden fees, zero setup or onboarding fees, and no monthly membership charges. You pay strictly for productive hours worked at either $7/hour (Part-Time, 20 hrs/week) or $6/hour (Full-Time, 40 hrs/week) invoiced in simple, transparent USD.

Fast 2-Hour Response Time

Scale Your Agency Without Adding Costly Local Overhead

Tell us about your agency's book of business, active AMS platform (AMS360, Applied Epic, EZLynx, etc.), weekly certificate volume, or primary servicing bottlenecks. Our dedicated insurance operations manager will connect promptly with a tailored staffing plan.

Direct Calendar Booking

Schedule 30-Min Strategy Call

Instant Chat & Voice Notes

+91 8017067191 (WhatsApp)

Direct Operations Inquiries

info@sagedoer.com

100% Confidential. Legally binding NDA protecting all agency data, policyholder records, and AMS credentials.

Request Your Insurance Agency VA Proposal

Share your agency profile below and our dedicated Project Manager will be in touch with a customized staffing blueprint.

Or submit a quick operations inquiry right now: Dedicated PM Online

Submit Agency Inquiry to SageDoer