Automation Assistant

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!

Renewal Reminders

Birthday Wishes

Google Reviews

Referral Requests

Cancellation Notices To Team Memebers

Mortgagee Change Request From Client

Team Introduction

Social Media Introduction

What you need to know:

  • That's all for $250 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.

To learn more. Please enter your email address.

Coming soon!

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

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."

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.  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 


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