Account Managers Shouldn't Be Processing Certificates All Day
- Renewal files get worked before the cycle slips.
- Certificates go out without flooding account manager inboxes.
- Endorsement requests get tracked without chasing carrier replies.
So your account managers can actually manage accounts.
- Trusted by Insurance Agencies
Where the Work Breaks Down
Client Service Requests
- Certificate requests flood inbox
- Clients asking for policy copies
- Duplicate requests from phone and email
Policy Changes
- Endorsement requests stacking up
- Staff chasing carrier replies
- Certificates reissued multiple times
Renewals & Issuance
- Renewal files sitting untouched
- Carrier quotes coming in late
- Policies issued after renewal date
Manager Escalations
- Managers pulled into client calls
- Staff asking who owns it
- Complaints about response delays
What Wing Covers in Your Agency
Assistants are embedded in your AMS, carrier portals, and policy systems.
Client Service & Certificate Intake
Service requests received, certificates issued, and policy documents sent so requests don't sit in inboxes.
Policy Renewal Cycle
Renewals reviewed, carrier quotes collected, and client confirmations recorded so policies renew on time.
Endorsements & Policy Changes
Change requests processed, approvals tracked, and updates confirmed with carriers so changes don't sit uncompleted.
Policy Documentation & Records
Policy documents stored, updated forms filed, and records stay organized and current.
Here's Exactly What Happens After You Sign Up
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We Find the Gap
15-minute call. We identify where renewals, certificates, and policy servicing are landing on the wrong people.
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We Match You
A real person matched to your AMS, carrier portal workflows, and policy volume.
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Live in Under 48 Hours
Your assistant is set up and working. No lengthy intake process.
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Wing Manages the Rest
Performance, quality, and backup coverage. Managed by Wing, not you.
Start With One. Expand as Policy Volume Grows.
Policy servicing, coverage reviews, endorsements, renewals, and client communication.
Policy documentation tracking, claims coordination, and client updates.
Application entry, carrier portal submissions, and quote preparation.
Client inquiries, ticket resolution, and support inbox responses.
CRM updates, contact cleanup, and policy record tracking.
Invoice follow-ups, payment tracking, and receivables reporting.
Transaction recording, expense tracking, and account reconciliations.
Calendar coordination, inbox management, and document preparation.
What Consistent Coverage Delivers
80+ Admin Hours Saved
Before Wing, admin and record tracking pulled time away from the work that actually mattered.
- 10+ hours saved on bookkeeping
- 22+ hours saved on CRM upkeep
“Working with our Wing Assistant has allowed us to focus on building and less on office work.”
— Co-Founder, Carty Custom Builders
29% Faster Response Times
Before Wing, customer emails slowed response times.
- 8× print run growth in two years
- 90% subscriber renewal rate
“There’s pre-Wing Mountain Gazette and post-Wing Mountain Gazette—and post-Wing Mountain Gazette is a much better place for us to be.”
— Editor & Owner, Mountain Gazette
Results vary by company size, role, and scope of work. These outcomes reflect real improvements delivered through dedicated Wing assistants and may not be representative of every engagement.
Stop Renewals & Certificates From Landing Back on Your Account Managers.
So your account managers can actually manage accounts.
Not Freelancers. Not Staffing. Managed Coverage.
- Model
- Oversight
- Continuity
- Scaling
- Compliance
- Wing
- Managed support embedded in your agency
- Performance monitored by Wing
- Coverage coordinated centrally
- Adjust scope without rehiring
- Role-based access and policy data controls
- Freelancers & Staffing
- Placement or self-managed hires
- Oversight handled internally
- Dependent on one individual
- Expansion requires new hiring
- Controls vary by provider
Is Wing the Right Fit for Your Insurance Agency?
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Wing works well for insurance agencies that:
- Need renewal and service work handled without daily follow-up
- Are growing policy volume without adding headcount
- Want accountability without supervising every task
- Not the right fit if you:
- Only need short-term or one-off help
- Prefer to manage freelancers directly
- Prefer the lowest sticker price over quality or reliability