Settle the Claims.
We'll Manage the Paperwork.
Stop spending hours on hold with insurance carriers and chasing missing documents. Hire a rigorously vetted, detail-oriented Virtual Assistant to manage claim statuses, document retrieval, and CRM data entry—fully supervised by SageDoer.
Status: Carrier Follow-up
Pending adjuster assignment • LOR Sent
Our VAs operate fluently in top claims, CRM, and communications software
Why Choose SageDoer
Outsource The Friction. Settle Faster.
Claims consultants and adjusters lose critical hours fighting carrier bureaucracy and organizing messy files. Sagedoer delivers elite-tier administrative VAs overseen by dedicated PMs—with zero hidden agency fees.
No Management Overhead
We recruit, vet, train, and supervise your claims virtual assistant. Your dedicated Project Manager oversees their daily document sorting, data entry, and carrier follow-ups so you don't have to.
Extreme Cost Efficiency
Instead of paying $60k+ a year for an in-house administrative assistant just to sit on hold with insurance companies, utilize our managed VA system. Pay flat hourly rates.
Relentless Follow-Up
Insurance carriers love to delay. Our VAs are trained to be politely persistent, waiting on hold, calling adjusters daily, and escalating missing documents until you get answers.
Consolidated Time Logs
Pay only for precise operational hours tracked in our centralized logging system. No monthly membership platform fees, no minimum commitment agency margins.
Meticulous Detail Orientation
Missing one signature or policy number delays a claim by weeks. Your VA strictly audits incoming files (police reports, medical bills, photos) to ensure packets are 100% complete.
Seamless Backup Coverage
Claims don't stop. If your primary assistant is off-shift, our internal pool of cross-trained backup VAs steps in seamlessly so deadlines are never missed.
Deep Administrative Expertise
Tasks Your Claims VA Handles Daily
Our virtual assistants act as your diligent back-office engine, pushing claims forward so you can focus on strategy and negotiation.
Carrier Follow-Ups
Sitting on hold with insurance companies to check claim statuses, confirm receipt of LORs (Letters of Representation), and politely pressure desk adjusters for updates.
Document Retrieval
Chasing down missing police reports, medical records, dec pages, and repair estimates. The VA organizes these files logically within your CRM or SharePoint drive.
Data Entry & CRM Management
Keeping Salesforce, ClaimXperience, or custom portals updated perfectly. Logging every phone call, updating claim notes, and ensuring deadlines are scheduled.
Scheduling & Coordination
Coordinating inspections between independent appraisers, field adjusters, contractors, and the claimant. Managing your calendar so you only show up when needed.
Inbox Triage & Drafting
Filtering your chaotic inbox. Archiving junk, flagging urgent settlement offers, and drafting standard Letters of Representation or demands based on your templates.
Client Updates
Sending weekly, reassuring updates to claimants summarizing where their case stands. Keeping them informed so they stop calling your personal cell phone.
The SageDoer Difference
Why Consultants Skip Standard Freelancers
Reliability & Security
Handing sensitive PII, medical records, or claims data to unvetted strangers is a massive liability.
Strict data verification protocols, NDAs, and secure delegated access environments.
Day-to-day Management
You must micromanage task execution, teach them terminology, and verify their follow-up calls.
Your dedicated Project Manager coordinates operations, reviews the logs, and builds SOPs.
Pricing Models
Massive $50k+ salaries, benefits, and office space required for simple data entry and calling.
0% Hidden Markups. Pay strictly for actual working hours tracked. No long-term lock-in.
| Operational Pillar | Local Staff / Freelancers | SageDoer Managed Claims VA |
|---|---|---|
| Privacy & Security | Sharing sensitive claimant data and CRM access with unvetted strangers violates trust. | Internally vetted professionals. Strict NDAs and supervised workspace environments. |
| Platform & Setup Fees | Massive salaries or 30% freelancer platform commissions. | 0% Hidden Markup. Pay strictly for virtual assistant execution hours at $6-$7/hr. |
| Daily Supervision | You have to babysit the assistant to ensure they actually sat on hold with State Farm. | Our dedicated Project Manager acts as the supervisor, ensuring flawless logic. |
| Backup Continuity | If your admin vanishes, follow-ups stop, and claim settlements get delayed for months. | Seamless internal backup. Cross-trained VAs step in to keep your claims moving. |
Our Workflow
4 Steps to Faster Settlements
Audit Your Backlog
Share your biggest pain points—hours on hold, missing police reports, or messy CRMs. Reach out via Email or WhatsApp.
Build The Playbook
Our dedicated Project Manager connects with you to set up platform access, review templates, and sign NDAs.
Expert Execution
Your VA takes command. They manage document retrieval, sit on hold with carriers, and update clients seamlessly.
Pay Only for Output
We log and charge exclusively for the virtual assistant's actual working time. PM supervision and QA is completely free.
Transparent Rates
Flat-Rate Claims Support
Zero hidden platform fees. Scale up hours during storm season or disaster events, scale down during maintenance periods effortlessly.
Claims Coordinator (Part-Time)
Excellent for independent adjusters needing daily document sorting, simple CRM entry, and basic follow-ups.
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management QA & reviews
- Zero setup or onboarding fees
Claims Processor (Full-Time)
Perfect for established consulting firms needing constant carrier follow-up, extensive document retrieval, and deep CRM management.
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management QA & oversight
- Zero setup or onboarding fees
Client Reviews
Real Success from Claims Leaders
"I was losing 3 hours a day just sitting on hold with State Farm and Allstate trying to get simple status updates. Our SageDoer VA handles all carrier follow-ups now, and they log the notes right into Salesforce. Game changer."
James B.
Public Adjuster"Getting police reports, medical bills, and tracking down missing signatures was suffocating my team. My VA is incredibly meticulous. She audits every file before it goes out, ensuring we don't face unnecessary delays."
Sarah K.
Managing Partner, Risk Mgmt"We assigned a full-time SageDoer VA to handle our claimant updates. They send weekly, empathetic emails to our clients letting them know where their case stands. It has drastically reduced the number of angry phone calls we get."
Daniel R.
Claims Consultant"I was losing 3 hours a day just sitting on hold with State Farm and Allstate trying to get simple status updates. Our SageDoer VA handles all carrier follow-ups now, and they log the notes right into Salesforce. Game changer."
James B.
Public Adjuster"Getting police reports, medical bills, and tracking down missing signatures was suffocating my team. My VA is incredibly meticulous. She audits every file before it goes out, ensuring we don't face unnecessary delays."
Sarah K.
Managing Partner, Risk MgmtFrequently Asked Questions
Answers About Delegating Claims Ops
Ready to Settle Faster?
Stop wasting hours chasing missing documents or sitting on hold with carriers. Reach out today to schedule a strategy call and match with an expert Claims VA and Dedicated Project Manager.