CLI Renewal Assistant
Please select the program tier for your agency:
-Sorry, no mobile homes, ATV, RV, rental property, or other toys.
1 - We quote your accounts inside of your EZlynx management system.
2 - We bridge the most competitive options with your preferred carriers to ensure accuracy.
3 - We send those to your email inbox in an easy-to-read spreadsheet.
4 - Review and confirm the quote and present to your client.
Need more than renewal quotes? Click below to learn about hiring a full-time virtual employee.
What our clients say
"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.
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
"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."
Marrissa L. Winkelman, Agency Owner & Producer
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, Agency Owner & Principal Agent
Nunley Integra Insurance Services
Independent Insurance Agent & Agency Owner
Bamford Insurance Agency
Avalon Integra Insurance
Agency Owner & Principal Agent
McClain & Co - Insurance Services