Sourced
For independent P&C agencies

Hire account managers & CSRs directly. No agency markup.

Pre-vetted insurance pros who handle ACORD certificates, endorsements, renewal remarketing, loss runs and policy checking — fluent in AMS360, EZLynx and Applied Epic, bilingual, working your US hours. Describe the role in plain English; our AI recruiter pods find, vet and schedule your shortlist. Salary, systems and lines serviced shown upfront.

Free to start · $299 per role, all-in · No percentage of salary

Built for
  • Commercial Lines
  • Personal Lines
  • Non-Standard Auto
  • Benefits & Group
  • E&S / Wholesale
  • Workers' Comp
Sourced vs. the staffing agency

Why pay an agency 30% of salary — forever?

Most independent agencies still route every service hire through a recruiter who marks it up. Here’s exactly what that costs you — and what hiring directly on Sourced does instead.

The placement fee

A recruiter takes a cut of every account manager you hire.

Place one $50K commercial lines AM and the fee runs $10,000–15,000 — or a marked-up monthly seat fee with their margin baked in. You pay it on every CSR and AM, every year.

Sourced is $299 per role, all-in. No percentage of anyone's salary.

The renewal-season wait

Book an intake call, then wait while remarketing backs up.

You explain the role to a recruiter and wait days for three résumés — while COI requests sit unanswered, endorsements pile up in suspense, and your 90-day renewal list keeps growing.

Get a pre-vetted shortlist in days — interview-ready, not in three weeks.

The black box

You can't tell if they've ever touched AMS360.

The agency owns the bench and the relationship. You never see the real salary, the lines they've serviced, or whether they know an ACORD 25 from an endorsement — until you've paid.

Salary, AMS, lines serviced and verified English are visible up front.

Why Sourced

Everything an agency owner needs before the first call.

We cut out the recruiter, the placement fee and the three-week wait. Pre-vetted P&C service talent, hired directly — no agency in the middle.

Search like you'd brief a manager

Type "commercial lines AM, AMS360, handles COIs and endorsements, bilingual, full EST day" — no Boolean filters. The AI returns real matches from the first query.

AMS, raters & lines on the card

See AMS360, EZLynx, Applied Epic and HawkSoft experience, comparative raters and which lines they've serviced — plus verified English and USD salary — before you reach out.

Bilingual for your insureds

Native Spanish and professional English, verified on every profile — so they can take an FNOL call, explain a renewal increase and service your Spanish-speaking book directly.

On your clock, in your AMS

Full EST overlap shown per profile. COI requests, endorsement changes and renewal remarketing handled during your business day — not waiting in suspense overnight.

Producers sell, not service

Hand off the certs, change requests and policy checking that bury your team — so your producers and senior AMs can write and retain new business.

Days, not three weeks

From "my AMs are drowning" to an interview-ready shortlist in days — with first-message context included, not a stack of unscreened résumés.

How it works

Three steps. One flat fee. Done.

No intake calls. No agency waitlists. No “we’ll send a shortlist in three business days.”

1

Describe the role

Type it like you'd tell a colleague: "Bilingual personal lines CSR, EZLynx, handles ID cards and rewrites, available now." No forms, no checkboxes.

2

Get pre-vetted matches

Our AI recruiter pods return P&C candidates with salary, verified English, AMS & rater experience, lines serviced and EST overlap — vetted, with human oversight.

3

Interview & hire

We schedule your shortlist. You interview and hire directly — $299 flat per role, all-in. No placement fee, no percentage of salary.

Rich profiles

What an agency takes three weeks to send. Up front.

A recruiter sends three résumés they picked. Sourced shows you everything an agency principal needs to know — before the first conversation.

  • Verified English — how they sound on a renewal call, not “fluent” on a résumé
  • Expected salary in USD, shown before you reach out
  • Systems: AMS360, EZLynx, Applied Epic, HawkSoft + comparative raters
  • Lines serviced — commercial, personal, benefits or non-standard auto
  • Full EST overlap — same-day COIs and live FNOL, not overnight suspense
  • Bilingual confirmed — service your Spanish-speaking insureds in their language
VA

Valentina A.

Commercial Lines Account Manager · Remote, EST

English level
C1 Advanced ✓
Expected salary
$1,500 / month
EST overlap
9am–5pm (full day)
AMS / rater
AMS360 · EZLynx
Lines serviced
GL · BOP · Work Comp
Availability
Available now
AI Summary

“5 yrs as a commercial lines account manager at a US independent agency. Owns the service cycle — ACORD apps, COIs and additional-insured endorsements, renewal remarketing, loss-run requests and policy checking in AMS360. Works carrier portals (Travelers, The Hartford, Nationwide). Bilingual — handles Spanish-speaking insureds and FNOL calls directly.”

Contact shared when you start a searchStart free
Roles we staff

Every service seat behind your producers. Filled directly.

The licensed-level service and back-office roles you’d normally hand to a staffing agency — so your producers can stop servicing and start selling.

💼

Commercial Lines AMs

Own the service cycle on GL, BOP, work comp and commercial auto — endorsements, COIs, renewals and policy checking in your AMS.

🏠

Personal Lines CSRs

Quote and service home, auto and umbrella in EZLynx or PL Rating — ID cards, EOIs, change requests and rewrites, same day.

📄

Certificate (COI) Specialists

Same-day ACORD 25 certificates and additional-insured endorsements while your insured waits to start the job.

📨

Marketing & Submissions

Remarketing, loss-run requests and ACORD submissions to carriers and wholesalers, prepped 60–90 days out.

🛡️

Policy Checking & Download

Check issued policies against what was bound, clear AMS suspense and manage carrier downloads — cutting E&O exposure.

☎️

Bilingual Service & FNOL

Take first-notice-of-loss calls, explain renewal increases and service your Spanish-speaking book — in their language and yours.

vs. the alternatives

Why not a staffing agency or a recruiter?

Every agency route costs more, hides the pool, and keeps a recruiter — and their margin — between you and the hire.

SourcedStaffing agencyLinkedIn RecruiterIn-house CSR
Self-serve — no recruiter gatekeeper
Browse a pool of P&C-experienced staff
Salary & AMS experience shown up front
Knows ACORD forms, COIs & endorsementsVaries
Bilingual for your insuredsVariesVaries
Works your renewal & service day (EST)Varies
Cost$299 flat / role$10–15K / hire$170+/mo$50K+/yr salary
What owners say

Built for owners who’ve tried every agency.

★★★★★

Renewal season used to bury two account managers. I hired a commercial lines AM through Sourced who clears endorsements and COIs in AMS360 the same day — no recruiter, no $12K placement fee.

RB
Robert B.
Principal · Commercial P&C Agency, TX
★★★★★

More than half my book is Spanish-speaking. The bilingual piece sold me — but seeing salary, English level and EZLynx experience right on the profile is what closed it. No 30% fee.

MG
Maria G.
Agency Principal · Non-Standard Auto, FL
★★★★★

Policy checking and AMS suspense were our E&O nightmare. I started a search, reviewed two checkers myself, and skipped the agency markup and four screening calls.

JD
James D.
COO · Independent Brokerage, GA

Illustrative scenarios representative of target customers.

Pricing

Simple. Transparent. Flat.

No percentage of salary. No recruiter fee. No surprises.

Most popular
All-in flat fee
$299/role

One flat fee per role you fill. No percentage of salary, no recruiter markup, no monthly contract.

  • Unlimited plain-English search
  • Pre-vetted P&C profiles — salary, English, AMS & lines up front
  • AI recruiter pods find, vet & schedule, with human oversight
  • Bilingual, US-hours candidates
  • Free to search — you pay per role you hire
Start a search — free

Place one $50K account manager through a recruiter and the fee runs $10,000–15,000. Sourced is $299 per role — flat, all-in. Hiring for several seats? Talk to the team.

FAQ

What agency owners ask before they start.

Straight answers on cost, licensing, systems and English — the things you’d otherwise spend a discovery call finding out.

How much does it cost to hire an insurance virtual assistant through Sourced?

$299 per role, flat — that's the entire recruiting fee. No percentage of salary, no monthly seat markup. You pay the person you hire directly, at the salary shown on their profile. A recruiter placing a $50K account manager charges $10,000–15,000; Sourced charges $299.

Where are Sourced candidates located?

Mostly across Latin America, working US business hours. Every profile shows the exact EST overlap — many cover a full 9–5 EST day — so COIs, endorsement requests and service calls get handled inside your business day, not overnight.

Can unlicensed remote staff legally handle insurance work?

Yes — administrative and back-office work that doesn't require a license: preparing COIs, policy checking, data entry, submissions prep, renewal paperwork and AMS suspense. Quoting decisions, binding, selling and advising on coverage stay with your licensed team. Rules vary by state, so confirm the split against your state's licensing regulations.

Do your candidates know AMS360, EZLynx or Applied Epic?

Many do. AMS and rater experience is listed on each profile — AMS360, EZLynx, Applied Epic, HawkSoft and comparative raters — along with the lines they've serviced. Tell us which system you run when you describe the role, and the pod filters for it.

How is English level verified?

Every candidate's English is assessed on the CEFR scale — the level you see on a profile (B2, C1, C2) is tested, not self-reported from a résumé. Most candidates are also native Spanish speakers, so they can service your Spanish-speaking insureds in their own language.

How fast can I interview candidates?

Days, not weeks. Describe the role in plain English and our AI recruiter pods — with a human recruiter overseeing every search — source, vet, contact and schedule from a pool of 7,000+ vetted profiles. You get an interview-ready shortlist, not a stack of unscreened résumés.

Is Sourced a staffing agency?

No. A staffing agency owns the relationship and bakes its margin into the contractor's rate, forever. On Sourced you hire directly: the recruiting fee is $299 flat per role, you see the candidate's real salary up front, and no one sits between you and your hire.

Who handles the contract and payments after I hire?

Your choice. Hire directly and manage it yourself, or let Sourced handle it: Contracting at $99/month per contractor covers the agreement, invoicing and local-currency payments; Employer of Record at $799/month per employee adds full local employment, benefits, payroll and compliance.

Want to go deeper? Hiring guides for agency owners are on the Sourced blog →

From “my AMs are drowning” to a vetted shortlist — in days, not weeks.

No recruiter calls. No agency contracts. No waiting three weeks for résumés. Search bilingual, US-hours P&C account managers and CSRs and hire them directly.

Start a search — freeTalk to the teamFree to search · $299 per role, all-in