Close More Energy Contracts.
We'll Chase the LOAs & Data.
Stop wasting hours on utility portals, pricing matrices, and contract generation. Our managed Virtual Assistants handle your complex back-office data operations with zero management overhead on your end.
Trusted by Retail Energy Brokerages Nationwide
Precision Support for Complex Energy Workflows
Energy brokerage requires intense data accuracy. Your dedicated Project Manager ensures our VAs flawlessly execute the specific supplier and utility protocols your firm relies on.
LOAs & Usage Retrieval
- Generating and sending Letters of Authorization (LOAs) via DocuSign to clients.
- Accessing utility portals or EDI platforms to pull Historical Usage (HU) and interval data.
- Formatting raw utility data into clean Excel load profiles for supplier pricing requests.
Pricing Matrices & RFPs
- Downloading and organizing daily/weekly pricing matrices from Retail Energy Providers (REPs).
- Submitting custom pricing requests (RFPs) to multiple suppliers for large C&I accounts.
- Compiling supplier bids into side-by-side comparison proposals for your clients.
Contracts & Commissions
- Drafting executable energy supply agreements once a client selects a rate.
- Submitting signed contracts to the winning supplier and tracking acceptance.
- Updating CRMs and reconciling monthly supplier commission reports to ensure you get paid.
Proficient in the Broker Tech Stack.
From navigating archaic utility websites to managing cutting-edge broker CRMs, our VAs are trained to operate seamlessly within your unique data ecosystem.
Custom Proprietary Systems?
Many large brokerages use proprietary quoting engines. Your Project Manager ensures the VA learns your exact SOPs and custom tools—at no extra cost.
Scale Your Brokerage Without the Overhead
Don't replace the stress of tracking supplier matrices with the stress of managing a freelancer. We completely remove the management burden.
Submit Requirements
Share your market footprint (ERCOT, PJM, etc.), daily RFP volume, and the specific back-office tasks draining your time.
Finalise the Deal
Your dedicated Project Manager builds a tailored workflow to absorb your data entry, LOA chasing, and CRM updates securely.
Expert Execution
The PM manages the VA team directly, ensuring custom quotes are requested on time and matrix data is 100% accurate.
Pay Only for Output
We log and charge exclusively for the VA's actual working time. The PM's oversight and quality assurance is 100% free.
Traditional Platforms
Sagedoer Managed VA
Scalable Support, Predictable Margins
Maximize profitability on your commercial energy accounts. No platform fees. Free management supervision.
Part-Time Admin
20 Hours Per Week — Ideal for boutique or solo brokers.
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
Full-Time Admin
40 Hours Per Week — For scaling commercial brokerages.
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
Trusted by Top Energy Consultants
"My Sagedoer VA handles all our utility historical usage requests across PJM and ERCOT. Having the Project Manager ensure accuracy in the load profiles has saved my pricing desk easily 20 hours a week."
Michael P.
VP of Operations, Energy Advisors
"Managing supplier matrices and generating DocuSign contracts was eating my time to sell. Passing this entire workflow to Sagedoer was the best ROI decision we made this year."
James T.
Commercial Energy Broker
"I needed someone to reconcile our monthly commission reports from over 15 different retail suppliers. Sagedoer's team learned our CRM instantly. Exceptional quality and attention to detail."
Sarah W.
Principal, Power & Gas Consulting
Frequently Asked Questions
Common questions from energy brokers hiring our managed teams.
Are your VAs familiar with LOAs and Historical Usage (HU)?
Can they manage daily supplier pricing matrices?
How do they handle sensitive customer data like utility account numbers?
Do you charge extra for the Project Manager?
Power Up Your Sales Team
Stop letting your top energy brokers act as data-entry clerks. Delegate the daily execution so they can focus on closing deals.
Request a Delegation Audit
Tell us about your current RFP volume and data bottlenecks or visit our contact page. We'll outline exactly how much time our managed team can save you.