Stop Doing Paperwork.
Start Writing More Policies.
Your licensed agents shouldn't be spending hours issuing COIs or updating the AMS. Hire a fully managed P&C Virtual Assistant to handle quoting prep, endorsements, and policy renewals securely.
COMMERCIAL LINES
COI Request - Acme Builders
Certificate generated & emailed
PERSONAL LINES
Auto/Home Quote Prep
Data entered into PL Rater
POLICY SERVICE
Vehicle Addition Endorsement
Processed via carrier portal
Sagedoer Manager
"Inbox zero. Endorsements cleared."
Fluent in Agency Management Systems & Raters
Complete Back-Office Coordination
Our managed VAs handle the tedious, operational workflows of an insurance agency, ensuring your licensed producers spend 100% of their time selling and advising.
COIs & Evidence of Property
Stop interrupting your day to send certificates. Your VA manages incoming COI/EPI requests, updates certificate holders in your AMS, and emails them out promptly.
- Generating ACORD forms accurately
- Managing master certificate holder lists
Quoting Data Entry (Prep)
VAs do the heavy lifting of data entry. They take client intake forms and input the vehicle, driver, and property data into your comparative rater (e.g., PL Rater or EZLynx) so it's ready for the agent to review and bind.
- Entering Home/Auto data into comparative raters
- Preparing commercial applications (ACORDs)
Policy Endorsements & Changes
When a client buys a new car or changes their address, your VA logs into the carrier portal, processes the requested change, and updates the agency management system.
- Processing vehicle swaps and address updates
- Downloading and attaching new dec pages
Renewal Tracking & Downloads
Protect your retention rate. VAs monitor the daily carrier downloads, flagging policies with significant premium hikes for remarketing, and sending automated renewal reminder emails.
- Managing daily IVANS downloads in the AMS
- Flagging 15%+ rate increases for agent review
Claims Intake & Follow-Up
Provide excellent service when clients need it most. VAs can perform the initial claim intake documentation, file it with the carrier, and follow up with adjusters.
- Submitting First Notice of Loss (FNOL) online
- Checking claim status via carrier portals
Free Agency Manager
Data accuracy in insurance is critical. You don't have time to audit your admin's work. We assign a dedicated Project Manager to QA your VA's AMS entries and ensure compliance—at zero extra cost.
View PricingA Smarter Approach to Agency Staffing
Why top P&C agencies are moving away from local, high-overhead hiring to fully managed, specialized virtual assistant teams.
Traditional Freelancers / Local Hires
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Massive Overhead Costs
Hiring a local CSR or admin costs $45k-$60k+ plus payroll taxes, healthcare, PTO, and office space overhead.
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Data Security & NPPI Risks
Handing over access to client dec pages and social security numbers to unvetted solo freelancers is a massive GLBA compliance risk.
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High Management Burden
You spend your valuable time training new admins on complex AMS360 or Epic workflows instead of managing clients.
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0% Overhead or Benefits
Pay strictly a flat hourly rate for pure work tracked via software. Zero payroll taxes or HR headaches. Save up to 70%.
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Vetted & Secure Operations
We deploy internally vetted professionals operating under strict confidentiality protocols using secure password managers.
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Free Management Layer
Your dedicated Project Manager supervises the VA, QA's their data entry, and assures operational quality at no extra cost.
Expand Your Agency in 4 Steps
Submit Needs
Share your AMS software stack, required admin tasks, and immediate bottlenecks via Form or WhatsApp.
Finalise Setup
Our PM promptly reviews your goals, requests required permission templates, and sets up secure access.
Expert Execution
Your PM takes full charge, managing your VA to immediately begin issuing COIs and processing endorsements.
Pay For Output
We charge exclusively for actual working time logged. PM supervision and QA 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 Insurance Agencies
Frequently Asked Questions
No. Our VAs handle the non-licensed, administrative, and operational tasks (like data entry, issuing COIs, downloading dec pages, and prepping quotes in raters). By offloading these tedious tasks, your fully licensed producers are freed up to actually advise clients and bind policies.
Data security is our top priority. Our VAs operate under strict internal confidentiality agreements. You provide restricted, role-based access to your specific Agency Management System (AMS). Our professionals use secure password managers and adhere to stringent data protection protocols regarding Non-Public Personal Information (NPPI).
Yes. Sagedoer maintains an active pool of VAs experienced in insurance administration. During onboarding, your dedicated Project Manager will ensure the VA understands standard P&C terminology and is familiarized with your specific AMS workflows (whether that's EZLynx, Applied Epic, or AMS360) before they begin processing live data.
Scale Your
Agency Today.
Stop letting administrative backlogs slow down your producers. Contact Sagedoer to deploy your dedicated agency support instantly.
Request Setup Proposal
Share your AMS platform and administrative bottlenecks. A PM will respond shortly.