Insurance Agencies, any line
Your producers should be selling. We handle the rest.
Quote prep, certificates, endorsements, renewals, and follow-up come off your licensed team. Then we recover the revenue already sitting in your book.
Off your producer's desk today
- Renewal info gathered for next month
- 3 certificates issued
- Quote comparison prepped for review
- Stalled quotes followed up
- Endorsement request processed
Producer: back on the phone selling
Illustrative example of daily tasks.
Your agency, stage by stage
Tap a stage to see what we take off your plate.
01
Attract and respond
- Answer and route inbound calls
- Respond to new web and referral leads fast
- Book appointments on your calendar
- Track X-dates and prospect lists
Underneath every stage: inbox and calendar, agency system updates, documented SOPs, and backup coverage through Level 9 OS™. Assistants provide unlicensed admin support; advice and binding stay with your licensed producers.
Revenue Recovery Desk
The money is already in your book.
Most agencies don't need more leads first. They need someone to finish the ones they already paid for.
$3,000/mo+ $1,500 implementation, 120-day minimum
How it worksLeads never worked
Worked to a real conversation or a clear no.Quotes that went quiet
Multi-touch follow-up until the prospect decides.Missed appointments
Rebooked, not closed out.Lapsed and non-renewed
A win-back conversation before they settle elsewhere.Single-line clients
Offered the next logical line, with your producer taking it from there.Or start smaller
Dedicated Virtual AssistantsOne trained assistant working your hours on quoting support, service requests, renewals, and admin.From $1,350/moProjects On DemandFlexible support for overflow, cleanup projects, and recurring tasks without a full-time commitment.From $497/moSpeed to LeadA human-led follow-up protocol so new inquiries get a fast response and do not become next quarter's recovery list.Live AnsweringLive receptionists answer with your greeting and take messages, so a ringing phone stops becoming a lost prospect.
Common Questions
A trained assistant can handle the unlicensed work that fills an agent's week: lead follow-up, quote preparation and data gathering, carrier portal work, certificates of insurance, endorsement paperwork, renewal prep, agency management system updates, billing follow-up, and inbox and calendar management. That leaves licensed producers free to advise, sell, and bind.