SageDoer Insurance Agency Virtual Assistant is a low cost yet effective alternative to the in-house clerk of the insurance company, agency, and broker. Our Insurance Agency Virtual Assistant is supervised by the manager, working hours are recorded and monitored by visual time tracking tools.

PAYG
$8/hr  $10 /hr
Pay As You Go
  • Regular VA Assigned
  • Unused Hours Rollover
  • Free Manager Supervision
  • You Save $2/hr
  • Visual Time Tracker App
  • No Contract
  • Weekly Meeting with Manager
Solo
$7/hr  $10 /hr
Buy 24-47 Hrs/Week
  • Exclusive VAs Assigned
  • Use Any No. of Hr (Min. 24Hr)
  • Free Manager Supervision
  • You Save $4/hr
  • Visual Time Tracker App
  • No Contract
  • Weekly Meeting with Manager
Corporate
$6/hr  $10 /hr
Hire 1-4 Dedicated VAs
  • Exclusive VA Team Assigned
  • 48 Hours Per VA Per Week
  • Free Manager Supervision
  • You Save $5/hr
  • Visual Time Tracker App
  • No Contract
  • Weekly Meeting with Manager
Enterprise
$5/hr  $10 /hr
Hire 5+ Dedicated VAs
  • Exclusive VA Team Assigned
  • 48 Hours Per VA Per Week
  • Free Manager Supervision
  • You Save $6/hr
  • Visual Time Tracker App
  • No Contract
  • Weekly Meeting with Manager
Insurance Telemarketing
Insurance Lead Generation
CRM Monitoring, Updating, And Admin Support
Appointment Setting & Calendar Management
Insurance Social Media Marketing
Online Research, List Building, and Data Entry
Website Updates and Blogging
Insurance Mail Campaign Management
Insurance Postcard Marketing
Appointment Setting
Lead Management and Lead Nurturing
Customer Care
Web Marketing
Qualifying Leads
Email Management
Taking Claim Reports
Ordering Supplies
Creating PowerPoint Presentations
Making Changes to Policies
Preparing Proposals
Faxing
Scanning
Research
Answering Service
Data Entry
Word Processing
Editing, Formatting, Proofreading Documents, and Correspondence
Call Answering/Lead Follow-Up (Through Phone, Email, Social Media)
Track CEs
Track state licensing
Carrier appointment paperwork
CRMs – SalesForce, Grendel, Pareto, RedTail, InfusionSoft
Follow up on pending requirements
Tracking sales opportunities
Presentation creation
Tradeshow and seminar lead management
Calendar management
Client services assistance with prepping forms and applications or assisting client with making general account changes
Warm calling
Client concierges such as birthday and holiday cards
Manage paperwork (meeting notes, call notes, electronic filing of documents)
Blogging
Monthly, quarterly, or annual policy review appointments
Contact management assistance
The new agent set up assistance
Quote management assistance
Web site design, maintenance, and SEO
Create and manage newsletters
PR / Media support (industry trained specialist)
Marketing
Multimedia – Create a video, video sales letters, video demos, video presentations, webinar development, etc