Scale Your Agency With An
Insurance Virtual Assistant
Free up your producers to sell more. SageDoer provides **Pre-Vetted Insurance VAs** ready to handle policy checking, certificates, claims, and renewals. Your dedicated Project Manager handles supervision, so you get results—not another employee to manage.
Specialized Insurance Services
Our VAs are familiar with agency workflows and can support P&C, Life, Health, and Commercial lines.
Policy Management
Checking policies for accuracy against binders, processing endorsements, and updating policy details in your AMS.
Certificates (COI)
Issuing Certificates of Insurance to clients and holders promptly. Handling renewal certificate batches.
Claims Support
First Notice of Loss (FNOL) intake, gathering claim documents, following up with adjusters, and updating clients.
Quoting Assistance
Entering data into rating software (like EZLynx/PL Rating), preparing quote proposals, and sending comparison sheets.
Renewals Processing
Reviewing upcoming renewals, checking for premium increases, shopping markets for better rates, and prepping renewal letters.
Agency Management (AMS)
Data entry and maintenance in systems like Applied Epic, AMS360, HawkSoft, or NowCerts. keeping client files organized.
Customer Service
Answering billing questions, taking payments, updating contact info, and handling routine client inquiries.
Commission Tracking
Reconciling carrier commission statements against your AMS data to ensure you are paid correctly.
Email & Calendar
Managing the agency inbox, routing emails to the right agent, and scheduling client reviews.
Loss Runs Requests
Ordering loss runs from carriers for commercial prospects and organizing them for underwriters.
Audits & Billing
Assisting with premium audits, resolving billing discrepancies, and sending cancellation notices.
Marketing Support
Sending birthday cards, managing social media posts, and running email drip campaigns to leads.
The Only VA Service With
Free Dedicated Supervision
Unlike freelance marketplaces where you have to do everything yourself, we provide a complete support system.
Pre-Vetted & Ready
No long wait times. We have a pool of seasoned Insurance VAs ready to deploy immediately.
We Manage Daily
Your PM monitors attendance, work quality, and task completion every single day so you don't have to micro-manage.
We Maintain Comms
No more "ghosting". Your PM ensures smooth communication and bridges any gaps between you and your VA.
We Report Results
Receive detailed weekly reports on tasks completed and hours used. Total transparency, zero guesswork.
Simple Pricing
No hidden fees. No contracts. Cancel anytime.
Part-Time VA
Perfect for growing agencies.
- Dedicated Insurance VA
- Project Manager Oversight
- Time Tracking & Screenshots
- Weekly Status Reports
- Standard SOP Creation
- Backup Support Included
Full-Time Support
For high-volume agencies.
- Dedicated Insurance VA
- Priority Communication
- Project Manager Oversight
- Time Tracking & Screenshots
- Detailed Weekly Reports
- Advanced SOP Documentation
- Backup Support Included
Lines We Support
Our VAs have experience across major insurance verticals.
How to Get Started
Share Requirements
Send us your agency needs via our onboarding form or email.
Match
We select the perfect pre-vetted VA from our pool.
Onboarding
We help set up agency access, tools, and communication.
Freedom
Your VA handles the back office. You focus on sales.
Frequently Asked Questions
Ready to Scale Your Agency?
Your new insurance assistant is ready to start. Share your requirements to find your match.
Share Requirements