Grow Book Of Business While A Managed
Insurance Franchise VA
Runs Renewals, COIs, Cross-Sells & Policy Changes
Don’t let your high-commission producers get buried under policy endorsements, cancellation audit reports, certificate of insurance (COI) requests, and re-shop quotes. Leverage a vetted virtual assistant overseen by a dedicated project manager—delivering zero management overhead and up to 70% savings.
Agency Management
AMS360, Applied Epic
Raters & Quoting
EZLynx, PL Rating
Certificates (COI)
ACORD 25 & Endorsements
Retention System
60-Day Renewal Audits
Agency Tech Stack & Portals
Platforms Your Insurance Franchise VA Operates
Plug-and-play proficiency in agency management systems (AMS), comparative rating engines, carrier download portals, and document automation.
Agency Operations & Policy Servicing
What Your Insurance Franchise VA Manages Daily
Keep your licensed agents locked into writing profitable new business. Let your virtual assistant handle the administrative paper trail, client requests, and carrier audits.
Certificates of Insurance (COI) & ACORD Forms
- Generating ACORD 25 certificates of liability with additional insured & waiver endorsements within 15 minutes
- Processing evidence of property (ACORD 27/28) for mortgage lenders, auto lienholders, and closing agents
- Archiving issued certificate logs inside Applied Epic, AMS360, or HawkSoft to ensure bulletproof E&O defense
Renewal Retention & Remarketing Audits (30/60 Days)
- Pulling upcoming expiration lists 60 days ahead to identify accounts with rate hikes exceeding 10-15%
- Re-running quotes across comparative raters (EZLynx, PL Rating) to proactively prepare competitive re-shop bundles
- Coordinating policy review scheduling for licensed agency producers before insureds seek competitor quotes
Policy Endorsements, Driver Adds & Changes
- Processing change requests: adding newly acquired vehicles, VIN corrections, updating mortgagee addresses
- Submitting policy endorsement requests through carrier web portals and confirming endorsement confirmations
- Updating client billing preferences, EFT bank drafts, and sending updated declaration pages to policyholders
Non-Pay & Pending Cancellation Follow-Up
- Auditing daily carrier cancellation notices for non-payment (NOCs) to protect agency recurring commissions
- Reaching out to clients via templated SMS, phone reminders, and email alerts before the cancellation deadline
- Facilitating payment portals and submitting carrier reinstatement requests with statement of no loss forms
Carrier Document Intake, Downloads & Indexing
- Resolving unmatched carrier eDocs, policy renewals, and audit notices sitting in the daily download queue
- Filing signed applications, exclusion forms, and inspection photos into respective AMS client folders
- Organizing commercial payroll and sales audit questionnaires to prevent surprise carrier audit debits
Cross-Sell Mining & New Lead Intake Pre-Screening
- Mining existing monoline personal auto books for homeowners, umbrella, and renters cross-sell campaigns
- Collecting loss runs, prior dec sheets, and pre-filling ACORD 125/126 applications for commercial lines
- Syncing leads between Web/Zapier, AgencyZoom, and CRM systems so producers can quote immediately
The SageDoer Workflow
A Remote Workforce Without The Management Overhead
Bypass the hassle of recruiting, training, and managing staff – we oversee the entire process on your behalf at absolutely no extra charge.
Submit Requirements
Share your specific project needs with us to get started. Choose your preferred channel to reach out: Email, Contact Form, WhatsApp.
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.
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.
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.
Transparent Agency Support Pricing
Scale Your Agency At Up To 70% Less Cost
Pay strictly for pure hours worked. Dedicated Project Manager included with zero setup or onboarding fees.
Part-Time
20 Hours Per WeekDesigned for solo agency principals, boutique independent brokerages, and emerging branch owners needing dedicated operational relief.
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
Full-Time
40 Hours Per WeekBuilt for fast-scaling multi-line insurance agencies, multi-location franchisees, and high-volume commercial/personal lines books.
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
The Smart Choice
Traditional Platforms vs. SageDoer
Why insurance agency principals and franchise owners partner with SageDoer rather than hiring unvetted marketplace freelancers.
| Criteria | 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, track, and micromanage multiple freelancers yourself | Dedicated Project Manager acts as your single point of contact |
| Quality Assurance | Hit-or-miss talent with no understanding of ACORD forms, E&O risks, or AMS systems | Internally vetted, rigorously trained premium experts |
| Hiring & Deployment Speed | Endless cycles of interviewing and testing candidates during peak renewal seasons | 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 when an assistant quits | Seamless internal replacements with zero workflow disruption |
Trusted by Insurance Franchisees Nationwide
Real feedback from agency principals handling multi-line personal and commercial books.
"Our licensed producers were spending 3 hours every day generating ACORD certificates and handling mortgagee change endorsements. SageDoer took over our certificate inbox and Applied Epic filing. Our commercial new-business sales jumped 34% in 90 days."
David Kessler
Managing Principal, All-Lines Agency Franchise (Charlotte, NC)
"With carrier rates spiking, our renewal retention was taking a huge beating. Our SageDoer VA runs 60-day renewal comparisons through EZLynx and flags clients with >12% increases for proactive outreach. Our retention rate is back above 91%."
Rachel Patterson
Franchise Owner, Multi-Location Insurance Group (Tampa, FL)
"Cancellation notices for non-payment used to cause painful clawbacks on commissions. Our assistant audits carrier NOCs daily, fires off payment alerts, and secures statements of no loss. At $6/hour full-time with free PM management, it pays for itself ten times over."
Marcus Hayes
Agency Owner, Hayes Premier Insurance (Dallas, TX)
"Having one dedicated project manager overseeing the assistant is a game changer. I never have to review timecards or worry about candidate churn. If someone is on leave, SageDoer covers it seamlessly without missing a beat in our HawkSoft workflow."
Stephanie Vance
Branch Partner, Regional Independent Insurance Brokerage (Phoenix, AZ)
"Our licensed producers were spending 3 hours every day generating ACORD certificates and handling mortgagee change endorsements. SageDoer took over our certificate inbox and Applied Epic filing. Our commercial new-business sales jumped 34% in 90 days."
David Kessler
Managing Principal, All-Lines Agency Franchise (Charlotte, NC)
"With carrier rates spiking, our renewal retention was taking a huge beating. Our SageDoer VA runs 60-day renewal comparisons through EZLynx and flags clients with >12% increases for proactive outreach. Our retention rate is back above 91%."
Rachel Patterson
Franchise Owner, Multi-Location Insurance Group (Tampa, FL)
Agency Operations FAQs
Frequently Asked Questions by Agency Principals
Clear answers regarding licensing limits, AMS access, client data privacy, E&O considerations, and dedicated PM management.
Reclaim 15+ Hours Per Week for High-Margin Production
Connect with our team to discuss your current AMS software, pending renewal volume, and back-office bottlenecks. We will match you with a vetted Insurance Franchise VA and dedicated PM ready to deploy immediately.
Request Your Insurance Franchise Assistant
Tell us about your lines of insurance, AMS software (Applied Epic, AMS360, HawkSoft, EZLynx), and weekly support hours. Your dedicated project manager will follow up promptly.