Stop Labeling Photos at Midnight.
Close Claims Faster.
Stop letting tedious data entry, endless photo captioning, and initial contact calls bottleneck your claim volume. Hire a Virtual Assistant specialized in supporting Independent Claims Adjusters.
Claims_Ops_Dashboard
Task: File Setup & Photo LogProcess Running
Xactimate Shell Creation
Initial Contact Made
Reached Insured for Claim #8472. Inspection scheduled for Tuesday at 9:00 AM. Route added to your Google Maps.
Documentation
Narrative Drafted
Proficient in Modern Claims & Estimating Platforms
Stop Running the Desk.
Stay in the Field.
Maximizing your fee billings requires you to inspect more claims per day. We handle the heavy lifting of initial contacts, photo labeling, and file setup so you can focus on scoping and estimating.
Photo Labeling & Organization
Never spend midnight labeling 200 roof photos again. You drop the raw photos in a folder; we upload, correctly sequence (elevations, overview, damage), and caption them in your CMS.
File Setup & Xactimate Prep
Before you even drive to the risk, we build the shell in Xactimate/Symbility, enter the insured's data, pull in the EagleView/Hover sketch, and apply your standard macro headers.
Initial Contact & Routing
Meet your 24-hour contact SLA easily. We call the insured, leave professional voicemails, schedule the inspection time to minimize your windshield time, and update the CMS notes.
Status Updates & Compliance
Keep the desk adjusters and IA firm managers off your back. We update file statuses daily, ensuring diary dates aren't missed and all compliance checklists are marked off before upload.
Report & Narrative Drafting
We take your field notes and format them into clean, professional narrative reports. We pull weather history, attach police/fire reports, and prepare the final package for your review.
Inbox & Call Triage
Stop drowning in emails during a CAT deployment. We act as your gatekeeper, filtering out the noise, responding to routine status inquiries, and escalating urgent requests directly to you.
Why Choose Sagedoer?
Managing a freelance assistant while you're climbing a 10/12 pitch roof is dangerous and exhausting. Access highly trained administrative support through one dedicated manager at no extra charge.
| Feature | Standard Freelance VA | The Smart Choice Sagedoer Managed VA |
|---|---|---|
| Cost Profile | $20 - $35+ per hour | Cost-effective flat hourly rate. Easily scale up during CAT season. |
| Privacy & NDAs | Uncertain confidentiality for PII data | Strict NDAs. We securely manage policyholder PII and claims data. |
| Industry Context | Requires you to teach them basic insurance terminology | Familiar with CMS platforms, Xactimate workflows, and SLAs. |
| Quality Assurance | You must personally QA every file from your truck | Dedicated Project Manager acts as your QA and single point of contact |
| Turnover Disruption | Missed deadlines if your assistant quits unexpectedly | Seamless internal replacements with zero workflow disruption |
Our Claims Support Workflow
Seamlessly integrate expert administrative support into your fast-paced daily deployments.
Audit Bottlenecks
Share your current friction points: endless photo labeling, missing initial contact SLAs, or messy CMS updates.
Establish Security
Our project manager finalizes NDAs and configures secure access to your estimating software, CMS, and email.
Expert Execution
Your PM takes charge, managing the VA's daily tasks, ensuring calls are made, and photo logs are formatted perfectly.
Pay Only for Output
We charge exclusively for the VA's actual scheduled time. Your dedicated project manager's QA supervision is completely free.
Simple, Transparent Pricing
Flexible support that scales with your deployment and claim volume.
Part-Time
20 Hours Per Week
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management QA supervision
- Zero setup or onboarding fees
- No monthly membership charges
Full-Time
40 Hours Per Week
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management QA supervision
- Zero setup or onboarding fees
- No monthly membership charges
Trusted by Adjusters
"During hurricane season, I was sleeping 3 hours a night just doing data entry. Now, my VA sets up the Xactimate files, labels my photos, and drafts the narrative while I'm driving to the next risk. Game changer."
David R.
Independent Adjuster"Having the Project Manager handle QA is incredible. I rarely have to correct a photo log anymore. My VA hits all the 24-hour contact deadlines, meaning I don't get angry calls from the IA firm managers."
Mark T.
Field AdjusterFrequently Asked Questions
How do you handle confidentiality and PII (Personally Identifiable Information)?
Security is paramount in the insurance industry. We operate on a strict zero-trust model. VAs utilize secure password managers to access your CMS accounts, meaning they never see your raw passwords. Our project managers and VAs also sign comprehensive NDAs before touching any policyholder data.
Can they actually write the Xactimate estimate for me?
To maintain compliance and your license integrity, the VA does not make scoping or pricing decisions. However, they drastically speed up the process by setting up the administrative shell, importing the EagleView/Hover sketch, entering the F9 notes, and applying your pre-approved standard macro headers. You just need to drop in the line items.
Are they familiar with insurance portals like FileTrac or Symbility?
Yes. Our assistants are proficient with industry-standard platforms like FileTrac, Claims Connect, Symbility, and XactAnalysis. Your dedicated Project Manager will ensure their workflow matches the specific requirements of the IA firms you are deployed with.
Protect Your Time.
Increase Your Claim Volume.
Stop losing hours to data entry, endless photo logs, and missed SLA emails. Hand over your administrative burden to our specialized virtual assistants.
Request Deployment Support
Strictly confidential. Protected by Sagedoer enterprise security standards.