Automation Assistant

Only available through Integra & CLI partner agents

Your Secret Weapon for Better Customer Service, Social Media Presence, More Google Reviews, and Client Referrals

If you are using EZlynx but don't know how to use it to it's full potential, let us help you! Let's set up your Automation Center and manage your campaign automations!

We will take care of your business campaigns, including:

  • Renewal Reminders
  • Birthday Wishes
  • Google Reviews
  • Referral requests
  • Cancellation notices to team members
  • Mortgagee change request from client
  • Team Introduction
  • Social media introduction


What you need to know:


  • That's all for $195 per month and it will be billed through Integra.
  • Centered around personal lines clients.
  • Simply answer a few questions and we will take care of everything else.

Click the button below to schedule a call to learn more or get started.

CLICK HERE TO KNOW MORE

Coming soon!


  • Win back campaign
  • Cross-sell campaign
  • Commercial lines campaign


Agencies that grow with ia Blueprint

Testimonials

We have used IA Blueprint’s virtual assistant services for 2 years. Our virtual assistant was already experienced with our agency...

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We have used IA Blueprint’s virtual assistant services for 2 years. Our virtual assistant was already experienced with our agency management system and processing quotes, endorsements, etc. on our carrier’s websites. The whole process was a lot easier and less expensive than hiring and training a new employee by ourselves.  We have been totally satisfied with their service.

Randy Walsworth, CIC 

Phares, Lites & Walsworth Agency, Inc. 

Randy Walsworth, CIC 

Phares, Lites & Walsworth Agency, Inc. 

I am thrilled to provide this glowing testimonial for our extraordinary virtual assistant, Paolo, who has been an invaluable asset to our insurance company for just about a year..

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I am thrilled to provide this glowing testimonial for our extraordinary virtual assistant, Paolo, who has been an invaluable asset to our insurance company for just about a year. ... His work ethic is truly commendable, and it's clear that he takes immense pride in his responsibilities. 

...

Thank you, for providing someone with outstanding service and unwavering commitment to our company's success. He is a true asset, and we are fortunate to have him on our team!! ❤ 


Christine E Barfoot, Vice President of Operations 

Shannon Miller Insurance Agency 

Christine E Barfoot, Vice President of Operations 

Shannon Miller Insurance Agency 

With the help of Beaux & IABlueprint we have been able to really shift our focus during this market. Our VA handles our reshops on our upcoming renewals and has helped...

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With the help of Beaux & IABlueprint we have been able to really shift our focus during this market. Our VA handles our reshops on our upcoming renewals and has helped improve our retention to above 90% after struggling in the 80%. With having our VA we are able to use our in house staff for front line work while she handles the behind the scenes renewals upcoming. IABlueprint has made this all extremely easy and quick for us.

Marissa L. Winkelman, Agency Owner & Producer 

Ramsey Trusted

Marissa L. Winkelman, Agency Owner & Producer 

Ramsey Trusted

IA Blueprint has been a lifesaver to me and my agency. I run a lean office and the time it takes to process renewal quotes got to a point where it was too much for me to handle...

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IA Blueprint has been a lifesaver to me and my agency. I run a lean office and the time it takes to process renewal quotes got to a point where it was too much for me to handle. IA Blueprint worked with me to set some parameters for them to work by and once I pushed play they took the ball and ran with it. I get daily emails from them with complete renewal reports that I can a quickly review and make the needed contact with my client in 5 minutes or less. This easily saves me 30-40 minutes of work PER client! I cant imagine ever not using this service in my office! 

Shawn Nunley, Principal Agent 

Nunley Integra Insurance Services 

Shawn Nunley, Principal Agent 

Nunley Integra Insurance Services 

Adam Bamford

Independent Insurance Agent & Agency Owner

Bamford Insurance Agency

Mitzi Fox

Agency Owner

Avalon Integra Insurance

Chip McClain

Agency Owner & Principal Agent

McClain & Co - Insurance Services