New Quote Request
VA entering driver & property data into EZLynx
Carrier Quotes Pulled
Comparative rates formatted into agent's proposal sheet
Ready to Sell
Agent notified. Zero admin time spent on data entry.
Stop Typing Quotes.
Start Closing Policies.
Stop losing hours to AMS updates, carrier portals, COIs, and policy renewals. Hire a highly trained Insurance Virtual Assistant to handle your agency's backend administration—fully supervised by a Dedicated Project Manager for free.
100%
Fully Managed
$0
Recruiting Fees
20+
Hours Saved/Wk
Integrated Seamlessly Into Your Tech Stack
The Smart Alternative to Local CSRs
Independent agencies use Sagedoer to scale their book of business without the massive overhead of hiring local administrative staff.
| The Problem | Local CSRs & Admins | SageDoer (Managed VA) |
|---|---|---|
| Cost & Overhead | $40k - $50k+ base salary, plus payroll taxes, healthcare, and office desk space. | Zero Overhead. Flat $6-$7/hr. Radically drop your cost of policy acquisition and servicing. |
| Training Burden | You spend weeks teaching them how to pull quotes, navigate EZLynx, and process COIs. | Pre-Vetted Skills. Our VAs understand standard quoting flows, CRM hygiene, and basic insurance terminology. |
| Quality Assurance | You must constantly spot-check data entry to avoid fatal E&O (Errors & Omissions) risks. | Dedicated Project Manager audits CRM updates, ensures renewals are touched, and manages daily tasks. |
| Focus of Work | Local staff often get bogged down in office chatter or non-revenue generating tasks. | Pure Productivity. The VA works in a dedicated environment focused solely on clearing your backlog. |
| Staff Turnover | When your CSR quits, your agency processes grind to an absolute halt. | Documented SOPs. We build an internal playbook for your agency, ensuring seamless replacements. |
What Will Your Insurance VA Handle?
We take over the heavy data entry and follow-ups so your licensed agents can focus purely on selling and advising.
Quoting & Data Entry
Stop typing the same VIN and DOB into five different carrier portals. The VA inputs the raw prospect data into EZLynx or individual carrier sites, generating the comparative quote sheets for you to present.
Policy Renewals & Follow-ups
Protect your retention rate. The VA runs daily reports on upcoming expirations, flags significant premium hikes, and sends out standard 30-day renewal notices via email or text.
COI Processing
Keep your commercial clients happy. The VA handles the tedious task of generating and distributing Certificates of Insurance (COIs) promptly when clients request them for job sites.
Claims Processing Support
The VA acts as a liaison, following up with carrier adjusters on claim status, requesting missing photos or documents from the insured, and updating the client file in your AMS.
Inbound Lead Triage
The VA can answer your agency's VoIP lines, perform basic intake/pre-qualification, gather the dec pages, and schedule a formal advisory call on your calendar.
Database & AMS Hygiene
Keep your agency data clean. The VA merges duplicate records, updates missing phone numbers or emails, and ensures all policy documents are accurately attached to the client file.
How We Integrate With Your Agency
From establishing secure access to executing daily AMS tasks, our Project Manager ensures total accuracy and compliance.
Phase 1
Secure Access & Audit
Create limited-permission sub-user accounts for your VA in your AMS, VoIP, and carrier portals. We ensure strict data security protocols.
Phase 2
SOP & Quoting Setup
Your Dedicated PM maps your standard quoting flow, preferred carrier priorities, and templates the VA will use for client communications.
Phase 3
Expert Execution
The VA processes incoming quote requests, audits the renewal list, and issues COIs. The PM audits their data entry to prevent errors.
Phase 4
Pay Only for Output
We meticulously log processing time. You are billed strictly for actual VA labor executing your agency workflows. The PM's QA is 100% free.
Trusted by Agency Owners & Brokers
"We were losing hours every day manually entering data into EZLynx. Now, our Sagedoer VA pulls all the comparative quotes before I even have my morning coffee. My closing rate has doubled."
Mark R.
Principal Agent, Shield P&C
"Processing commercial COIs was a huge bottleneck. I handed it entirely to our Full-Time VA. They log into AMS360, generate the certs, and email the clients within 15 minutes of the request."
Sarah J.
Commercial Broker
"Having the dedicated Project Manager is exactly what I needed. They audit the VA's work in AgencyZoom to make sure no renewal notices or cross-sell opportunities fall through the cracks."
David P.
Owner, Patriot Insurance Group
"We were losing hours every day manually entering data into EZLynx. Now, our Sagedoer VA pulls all the comparative quotes before I even have my morning coffee. My closing rate has doubled."
Mark R.
Principal Agent, Shield P&C
Ditch the High-Priced Local Hires.
No payroll taxes, no expensive recruiting fees, and no hidden QA charges. Scale your agency instantly.
Part-Time
Perfect for independent agents needing daily quoting and data entry.
Est. $560 USD / Month (4 Weeks)
- 20 Hours Per Week
- Pay only for hours of pure work
- Dedicated QA Project Manager included
- Free management supervision
- Zero setup or onboarding fees
Full-Time
For growing agencies needing full-time renewals, quoting, and inbox management.
Est. $960 USD / Month (4 Weeks)
- 40 Hours Per Week
- Pay only for hours of pure work
- Dedicated QA Project Manager included
- Free management supervision
- Zero setup or onboarding fees
Expertly Answered Concerns
Common questions from Insurance Agency Owners and Brokers.
Are your VAs licensed to sell insurance?
No, our VAs are unlicensed administrative professionals. They cannot legally bind coverage, provide coverage advice, or sell policies. They act purely as backend administrative support—gathering data, pulling quotes, generating COIs, and preparing documents so your licensed agents can focus on closing the sale.
How does the VA securely access our AMS and carrier portals?
Data security is paramount. We recommend creating limited-access sub-user accounts for the VA within your AMS (AMS360, EZLynx) and carrier portals. If direct accounts aren't possible, we utilize secure credential managers like LastPass or 1Password. All VAs sign strict Non-Disclosure Agreements (NDAs).
Can they use EZLynx or AMS360?
Yes. Our VAs are trained to operate within major insurance tech stacks including Vertafore (AMS360), EZLynx, Applied Epic, and HawkSoft. During onboarding, the Project Manager works with you to ensure the VA learns your agency's specific data entry rules and workflows within the software.
Can the VA answer live phone calls?
Yes. By connecting your VoIP system (RingCentral, Dialpad) to the VA, they can act as an intake receptionist. They follow your custom script to take messages, gather basic lead data, and schedule appointments on your licensed agents' calendars.
Do I pay extra for the QA Project Manager?
No. The dedicated QA Project Manager is provided 100% free of charge. They randomly audit the VA's data entry to prevent E&O issues, review drafted emails, and manage the VA’s daily schedule so you don’t have to play office manager.
Ready to Stop Typing Quotes?
Stop losing hours to data entry and carrier portal logins. Send us your AMS details and administrative pain points, and our team will get back to you with a tailored support plan.
Direct Contact Channels
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