Renewal Assistant

Renewal quoting getting you bogged down?

Let us streamline the personal lines renewal process for you. We work in your Ezlynx system to quote your personal lines accounts converting days of work to minutes.

We quote, confirm with the carrier, then send you a simple report to review, showing you the best options.

We use your coverage standards and requirements.

Pricing depending on your agency needs:

  • Tier 1 - up to 25 account renewals quoted for $395
  • Tier 2 - up to 50 account renewals quoted for $695
  • Tier 3 - up to 75 account renewals quoted for $995

We quote Home, Auto, Umbrella, Condo, and Renters.

-Sorry, no mobile homes, ATV, RV, rental property, or other toys.



To get started:

  • Schedule a discovery call with Beaux Pilgrim.
Schedule a call, now!

Process

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.

Nitty Gritty:

  • In our setup process, we will ask you for a list of your top 3 – 5 preferred carriers. These are the ones you prefer to write with.
  • We will also ask for your coverage standards and the standard endorsements you want on every quote.
  • When you receive the renewal quote, you will need to review the top option for accuracy. We strive to take care of 90% of the work for you, but you still need to walk through the quote on the carrier site to be sure we got everything like you want it. 

Need more than renewal quotes? Click below to learn about hiring a full-time virtual employee.

Learn about Full-Time VAs

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