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Your next policy won’t sell itself while your agents chase paperwork

Your producers have prospects to call, policies to quote, and clients to advise. So why are they spending so much time on admin?
While potential customers wait for quotes and follow-ups, your agents are busy processing applications, tracking down documents, and handling routine service requests.
EDGE connects your insurance agency with trained, pre-vetted remote professionals who take on policy administration, coordinate service requests, and support existing policyholders.
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Paperwork is costing your agents more than time
Every quote request, referral, and renewal is an opportunity for your agency. But when producers are busy updating records, processing applications, and chasing documents, conversations with potential clients get pushed down the list.
Hiring another local employee could help, but that also means another salary, benefits, and overhead. Here’s what U.S. insurance agencies are up against:

83% of policyholders expect a response within one business day

According to Vertafore’s 2026 U.S. policyholder survey, 83% expect a response within one business day, and more than a third expect one within an hour. When your team is stretched thin, keeping up with those expectations becomes harder

74% of agents cite repetitive data entry as a major frustration

An Ivans 2026 survey found that 74% of surveyed independent agents identified re-entering information across carrier portals as a major workflow frustration. That’s valuable time your producers could spend on prospects and clients instead.

Hiring U.S. policy support can mean nearly $50,000 in annual wages

The U.S. Bureau of Labor Statistics reports that insurance claims and policy processing clerks earned a median annual wage of $49,230 in May 2025. That’s before additional employer expenses such as benefits and payroll taxes.

Your producers shouldn’t have to choose between pursuing new opportunities and keeping up with daily operations.

What changes when your producers get EDGE’s support

The right support gives agents more room to focus on prospective clients, existing policyholders, and opportunities to grow your business.

Quote requests don’t get buried under paperwork

Incoming inquiries and referrals are logged, organized, and routed for follow-up, making it easier for producers to prioritize conversations with potential clients.

Your producers spend less time chasing documents

Remote administrative staff manage applications, certificate requests, and routine records while licensed agents focus on coverage decisions and client relationships.

Renewals get attention before the deadline

Your assistant tracks upcoming renewal dates, organizes outstanding documents, and helps coordinate reminders so your team can prepare ahead of time.

Existing clients get support without interrupting every sales call

Billing questions, document requests, and general inquiries go through a dedicated support process, leaving producers with fewer routine interruptions.

We provide backups from the first inquiry to policy renewal
EDGE helps you find remote professionals across three key areas of your insurance agency.

Sales support

Give every new opportunity the attention it deserves.

  • Lead intake and appointment setting. Record incoming inquiries, coordinate permitted initial contacts, and schedule calls with licensed producers.
  • Quote and renewal reminders. Track outstanding quotes, flag upcoming renewals, and coordinate administrative follow-ups.
  • CRM and pipeline management. Update prospect records, log conversations, and organize follow-up tasks so opportunities don’t get overlooked.

Executive assistant and administrative support

Get the paperwork off your producers’ desks.

  • Application entry and submission preparation. Enter client information, organize supporting documents, and prepare files for authorized review.
  • Certificate of Insurance (COI) coordination. Track certificate requests, prepare documentation, and route requests through your agency’s approved process.
  • Policy changes and endorsements. Record client requests, update administrative records, and follow up on pending changes.

Customer service

Keep policyholders supported without interrupting every sales conversation.

  • Inbound service inquiries. Answer routine questions, handle general billing requests, and direct coverage matters to licensed agents.
  • Billing and endorsement follow-ups. Track payment inquiries, outstanding documents, and administrative policy updates.
  • Claims intake support. Collect First Notice of Loss (FNOL) details, organize documents, and forward information to authorized claims personnel.
Need more time for clients without another local hire?
Tell us what’s taking up your producers’ time. We’ll help you find remote professionals who fit your agency’s needs, workflow, and budget.
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Get more selling time without hiring a bigger local team

Maybe one producer needs help with paperwork. Maybe your entire agency is struggling to keep up with policy requests. Or perhaps you just need extra hands during renewal season.
Whatever the workload, EDGE offers three ways to get the right support.
Engagement Model Best For
Dedicated Staff Placement Add a remote sales assistant, administrative specialist, or customer service representative to your existing team.
BPO / Function Handover Outsource agreed functions such as lead intake, document coordination, or routine back-office administration.
Project-Based / Seasonal Support Bring in temporary help for renewal backlogs, CRM cleanup, or periods of increased inquiries.
Want to see how we find and onboard your remote team?

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Frequently asked questions

Absolutely! We can find candidates with experience in your lines of business, depending on availability.

Not from scratch! Our talent comes trained, and we provide additional training. You'll just need to introduce them to your agency's specific processes.

With dedicated staffing, you manage their daily tasks. For outsourced functions, we'll agree on the management setup beforehand.