Stop Losing Clients
At Renewal Time.
Retention is revenue. Stop letting policies lapse because you didn't have time to call. Hire a fully managed Virtual Assistant to track expiration dates, conduct 60-day outreach, and schedule requoting appointments.
90 DAYS OUT
Commercial Auto - Zenith LLC
Renewal intro email sent
30 DAYS OUT
Homeowners - Sarah Jenkins
Called. Schedule requote appt.
SUCCESS
Life Policy - David Smith
Documents signed & filed
Sagedoer Manager
"All 60-day calls completed."
Fluent in Agency Management Systems & CRMs
Protect Your Book of Business
Our managed VAs handle the tedious, systematic outreach required to keep clients happy and policies active, freeing your agents to focus on writing new business.
Expiration Tracking
Never let a deadline slip. VAs monitor your Agency Management System daily to identify clients approaching their 90, 60, or 30-day renewal windows.
- Running daily/weekly expiration reports
- Updating client records in EZLynx/AMS360
Multi-Channel Outreach
Proactive communication prevents churn. VAs execute a sequenced outreach strategy via polite phone calls, emails, and SMS to notify clients of upcoming renewals.
- Executing 60-day and 30-day touchpoints
- Leaving professional, branded voicemails
Information Gathering
Ensure accurate quotes. Your VA will contact clients to ask standard questions (e.g., "Any new drivers?", "Have you renovated the home?") before the agent requotes.
- Sending digital questionnaires
- Preparing fact-find files for the agent
Agent Appointment Setting
Keep your producers selling. Once a client is reached and ready to discuss rates or changes, the VA books a firm appointment directly onto the agent's calendar.
- Managing Calendly or Outlook schedules
- Sending calendar invites and meeting links
Lapsed Policy Win-Backs
Recover lost revenue. For clients who recently cancelled or lapsed, VAs can execute win-back campaigns to check if they are unhappy with their new carrier.
- 6-month post-cancellation check-ins
- Gathering data for competitive requotes
Free Agency Manager
Client communication must be flawless. You don't have time to audit call logs. We assign a dedicated Project Manager to QA your VA's outreach and ensure compliance—at zero extra cost.
View PricingA Secure Approach to Agency Scaling
Why insurance agencies are moving away from risky freelance platforms to fully managed, compliant VA teams.
Freelance Platforms
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Data Security & Compliance Risks
Handing over access to client NPPI (names, DOBs, policy info) to unvetted solo freelancers is a massive GLBA compliance risk.
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Platform Markups & Fees
Lose up to 40% of your administrative budget to bidding fees, transaction costs, and monthly memberships.
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High Management Burden
You are entirely responsible for training them on AMS360, writing their call scripts, and tracking their hours.
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Vetted & Confidential Operations
We deploy internally vetted professionals operating under strict confidentiality protocols using secure password managers.
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0% Hidden Fees
Pay strictly a flat hourly rate for pure work tracked via centralized software. Zero platform markups.
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Free Management Layer
Your dedicated Project Manager supervises the VA, QA's their call logs, and assures process quality.
Delegate in 4 Simple Steps
Submit Needs
Share your agency CRM system and average monthly renewal volume with us via Form or WhatsApp.
Finalise Setup
Our PM promptly reviews your goals, establishes call scripts/SOPs, and finalises secure system access.
Expert Execution
Your PM takes full charge, managing your VA to tackle the daily renewal pipeline and outbound calls.
Pay For Output
We charge exclusively for actual working time logged. Agency Manager supervision is 100% free.
Predictable Agency Budgeting
20 HOURS
Per Week
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free QA and supervision
- Zero setup or onboarding fees
40 HOURS
Per Week
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free QA and supervision
- Zero setup or onboarding fees
Trusted by Top Agencies
Frequently Asked Questions
Data security is our top priority. We operate entirely within your existing systems. You provide restricted, role-based access (RBAC) to the VA for your CRM (like AMS360 or EZLynx). Our professionals use secure password managers and operate under strict Non-Disclosure Agreements (NDAs) to protect Non-Public Personal Information (NPPI).
Yes. VAs are thoroughly vetted for clear, professional English communication. They can operate your VOIP system (like RingCentral or Dialpad) to make outbound calls using your agency's caller ID. They follow the specific scripts you approve to gather requoting data and set appointments.
Sagedoer maintains an active pool of VAs experienced in administrative services. During onboarding, your dedicated Project Manager ensures the VA is familiarized with standard insurance terms (premiums, deductibles, endorsements) and your specific agency workflows before they interact with your clients.
Protect Your
Renewals.
Stop letting administrative backlogs cost you your best clients. Contact Sagedoer to deploy your dedicated retention support instantly.
Request Setup Proposal
Share your CRM system and monthly renewal volume. A PM will respond shortly.