Stop Typing. Start Selling.
Hire a Quoting VA.
Eliminate the data entry bottleneck. We deploy vetted Insurance Virtual Assistants to run comparative raters, pull carrier quotes, and format proposals—supervised by a dedicated QA Manager at zero extra cost.
Producer Quote Queue
Managed by SageDoer
Auto & Home Bundle
Entered into EZLynx. 4 carriers rated.
Commercial BOP
Loss runs requested & attached to AMS
Proposal Generated
PDF formatted for Producer review
Native Experts in Agency Management Systems (AMS)
What Can Your Quoting VA Handle?
We ensure your leads are rated rapidly and accurately, so your producers can spend their time closing deals instead of doing data entry.
Comparative Rater Entry
Taking raw prospect data and inputting it flawlessly into PL Rating, EZLynx, or TurboRater to generate immediate comparative options across your carriers.
Direct Carrier Portal Quoting
For surplus lines or carriers that don't bridge well, the VA logs directly into individual carrier portals to manually run Auto, Home, or BOP quotes.
Proposal Formatting
Extracting the top 2-3 best rates and formatting them into a clean, branded PDF presentation for the producer to immediately send to the client.
Trailing Document Collection
Chasing down clients via email or text to collect missing declarations pages, loss runs, or trailing signatures needed to finalize binding.
AMS / CRM Updates
Logging every quote generated, updating pipeline stages in Salesforce/HubSpot, and ensuring policy details are accurately reflected in Applied Epic or AMS360.
Renewal Remarketing
Proactively running new comparative quotes for upcoming policy renewals that have experienced rate hikes, ensuring high agency retention rates.
Traditional Freelancers vs. SageDoer
Insurance quoting involves highly sensitive data. You need managed, secure professionals—not independent gig-workers.
| Operational Standard | Standard Freelance Platforms | SageDoer Managed Teams |
|---|---|---|
| Platform Fees & Markups | Up to 40% hidden markups and ongoing membership fees. | 0% Hidden Fees. Pay strictly for hours worked. |
| Data Security & PII Protection | High risk of data breaches. Freelancers downloading client data locally. | Staff sign strict NDAs and work via secure VDI/VPN environments. |
| Accuracy & Quality Assurance | You must check every quote for input errors before sending to the client. | Dedicated QA Manager audits quote parameters for accuracy. |
| Vetting & Industry Knowledge | Unverified individuals who don't know the difference between bodily injury and comprehensive. | Internally vetted assistants familiar with P&C insurance terminology. |
| Absence Security | Freelancer goes offline, leaving producers stuck doing their own data entry. | Seamless internal replacements managed by us with zero downtime. |
Four Steps to Higher Volume
We handle the onboarding heavy lifting so your agency can scale quote output instantly.
Submit Needs
Tell us your AMS (EZLynx, Epic), lines of business, and daily quote volume.
Strategy Mapping
Our PM designs an SOP on exactly how to rate risks and format your proposals.
Expert Execution
Your VA immediately begins processing incoming prospect sheets and remarketing renewals.
Output Billing
We invoice exclusively for productive data entry hours. PM oversight is entirely free.
Scale Your Agency, Not Your Overhead.
Only pay for hours spent actively quoting policies. Management is 100% free.
Est. $560 USD / Month (Calculated as 20 hrs/week x 4 weeks)
Perfect for independent agents needing help clearing daily quoting backlogs, gathering trailing documents, and formatting proposals.
- 20 Dedicated Hours Per Week
- Pay only for pure quoting work
- Dedicated QA Manager included
- Daily accuracy audits
- Zero setup or onboarding fees
Est. $960 USD / Month (Calculated as 40 hrs/week x 4 weeks)
Designed for growing brokerages needing dedicated rating specialists to handle high-volume quoting, remarketing renewals, and AMS data entry.
- 40 Dedicated Hours Per Week
- Pay only for pure quoting work
- Dedicated QA Manager included
- Daily accuracy audits
- Zero setup or onboarding fees
Trusted by Brokers Nationwide
"My producers were spending 60% of their day doing data entry in EZLynx instead of selling. Since hiring a SageDoer Quoting VA, our quote turnaround time dropped from 24 hours to 2 hours."
Michael Burke
Owner, Apex Insurance Group"The dedicated QA Manager makes all the difference. We don't have to micro-manage the VA. They follow our exact SOPs for generating commercial quotes in carrier portals securely."
Sarah Mendez
Commercial Lines Director"Data security was my biggest concern. SageDoer's VAs sign strict NDAs and work via our secure remote desktop setup. Our renewal remarketing is entirely handled by them now."
James Davies
Principal Broker, Coast P&C"My producers were spending 60% of their day doing data entry in EZLynx instead of selling. Since hiring a SageDoer Quoting VA, our quote turnaround time dropped from 24 hours to 2 hours."
Michael Burke
Owner, Apex Insurance Group"The dedicated QA Manager makes all the difference. We don't have to micro-manage the VA. They follow our exact SOPs for generating commercial quotes in carrier portals securely."
Sarah Mendez
Commercial Lines DirectorInsurance Quoting FAQs
Realistic answers addressing data security, carrier portal access, and accuracy.
Scale Your Agency Volume.
Get matched with a vetted Quoting Assistant in under 24 hours. Submit your agency details below or contact us directly.
© 2026 SageDoer. All rights reserved. Virtual Assistant Services.
Request Your Quoting VA
Tell us about your agency, your AMS software, and average quote volume. A Project Manager will respond within 1 hour.