Hire Virtual Assistants for Group Insurance Broker

ZERO MANAGEMENT OVERHEAD • UP TO 70% SAVINGS

Win More Corporate Accounts & Master Renewal Season with a Managed Group Insurance VA

Eliminate endless hours burned scrubbing employee censuses, requesting carrier quotes from UnitedHealthcare, Anthem, Aetna, Cigna, and Guardian, formatting side-by-side renewal spread spreadsheets, building Open Enrollment portals in Employee Navigator or Ease, and reconciling monthly carrier premium billing leaks. SageDoer equips group health brokers, employee benefits advisors, and corporate benefits agencies with dedicated operations support supervised by an experienced Project Manager—at 0% platform markups.

Book Strategy Call Chat on WhatsApp Email Us
Dedicated PM Included at no extra charge
HIPAA & Census NDA 100% employer group data security
Active Work Only Zero idle hours billed
Supervised Benefits Operations

Group Benefits Command Hub

Ops Active
Census Scrubbing & Multi-Carrier RFP Submissions Validating dependent tiers, dates of birth, tobacco status, and zip codes; submitting RFP packets to major medical, dental, vision, life, and disability carriers.
Side-by-Side Renewal Spreadsheets & Proposal Decks Modeling composite vs. age-banded premiums, employer contribution formulas, deductible/copay adjustments, and packaging executive C-suite presentation decks.
BenAdmin Setup, Open Enrollment & Billing Audits Configuring plan rules in Employee Navigator/Ease, building customized employee benefit guides, and auditing monthly carrier invoices against payroll deductions.
Managed Rates From $6 / hr (Full-Time)
View Pricing
EMPLOYEE BENEFITS & BROKER TECH STACK

Proficient in Industry-Standard BenAdmin, Quoting & Agency Suites

Zero training lag. Our group insurance virtual assistants understand small group and large group underwriting parameters, composite vs. age-banded rating structures, EDI feed syncs, Section 125 rules, and carrier broker portals.

Employee Navigator Plan Builds, OE Portals & EDI Sync
Ease (EaseCentral) Enrollment Workflows & Rate Tables
Zywave / BenefitPoint Agency Management & PlanTrack
FormFire / Code Six Small Group Quoting & Applications
Excel & Power Query Census Scrubbing & Renewal Spreads
bswift / Benefitfocus Mid-Market Enterprise BenAdmin
ADP / Rippling / Bamboo HRIS Census Pulls & Deduction Audits
Carrier Portals UHC, Anthem, Aetna, Cigna, Guardian
Canva / InDesign Branded Open Enrollment Guides
1Password / Bitwarden Encrypted Carrier Credential Vaults
CORE RESPONSIBILITIES

What Can Your Group Insurance Virtual Assistant Take Off Your Plate?

Free your producers, account executives, and agency principals to negotiate aggressive renewal caps, conduct executive board presentations, cross-sell ancillary lines, and close high-revenue corporate accounts.

Census Scrubbing & Multi-Carrier RFP Submissions

Stop losing quoting momentum over missing employee dates of birth, bad addresses, and incomplete dependent tiers.

  • Formatting client HR censuses into standardized carrier quote templates
  • Validating coverage tiers (EE, EE+SP, EE+CH, Family), tobacco ratings, and zip codes
  • Submitting complete RFP packets to medical, dental, vision, life, and disability carriers
  • Tracking underwriter quote turnaround deadlines and clarifying quote assumptions

Side-by-Side Renewal Spreads & Contribution Modeling

Deliver clean, executive-level renewal spreadsheets that allow business owners to make instant decisions.

  • Building comparative option spreadsheets (Current vs. Renewal vs. Alternate carriers)
  • Comparing plan deductibles, out-of-pocket maximums, copays, and coinsurance
  • Modeling employer vs. employee monthly contribution splits (defined benefit vs. defined contribution)
  • Calculating annual budget impact, PEPM costs, and employee payroll deduction changes

Employee Navigator & Ease BenAdmin Portal Builds

Ensure paperless, error-free Open Enrollment setups that delight client HR teams.

  • Building new plan years, coverage classes, and eligibility waiting periods
  • Uploading carrier rate sheets, SBC documents, and voluntary plan tables
  • Testing employee enrollment workflows, beneficiary designations, and payroll deduction feeds
  • Monitoring Open Enrollment completion progress and sending reminder notifications to stragglers

Custom Open Enrollment Employee Benefits Guides

Deliver polished, branded open enrollment communications that elevate your agency's image.

  • Designing company-branded employee benefits booklets in Canva or InDesign
  • Summarizing health, HSA/FSA, dental, vision, voluntary, and EAP benefits in layman's terms
  • Including step-by-step portal login guides, telehealth access, and carrier contact info
  • Preparing bilingual open enrollment summaries (English / Spanish) where required

Monthly Carrier Invoice Auditing & Premium Reconciliation

Stop employers from overpaying thousands of dollars each month for terminated staff.

  • Reconciling carrier monthly statements against active client payroll deduction rosters
  • Catching billing errors for terminated employees still being charged on carrier bills
  • Filing retroactive termination credit requests and premium adjustment adjustments with carriers
  • Verifying enrollment additions (new hires, qualifying life events) are properly credited

Compliance Documentation & Ongoing Member Advocacy

Protect your corporate clients from Department of Labor audits while resolving day-to-day employee headaches.

  • Assisting with ERISA Wrap SPD documents, Section 125 POP compliance, and Form 5500 data
  • Tracking ACA Full-Time Equivalent (FTE) tracking and 1094/1095-C reporting logs
  • Coordinating COBRA initial election notifications and qualifying event terminations
  • Assisting employees with replacement ID cards, pharmacy prior authorizations, and claim disputes
WHY SAGEDOER

Why Managed Outperforms Freelance Marketplaces for Benefits Brokers

Hiring unvetted freelancers on Upwork or Fiverr leaves brokers babysitting contractors right in the middle of Q4 Open Enrollment madness. SageDoer delivers a fully supervised operations engine with zero management overhead.

Dedicated Single Point of Contact

You interact strictly with your assigned Project Manager. Send raw client censuses, carrier quotes, or renewal notes via Slack, WhatsApp, or email—your PM coordinates our VAs, audits spreadsheet calculations against your SOPs, and delivers finished proposals on schedule.

Strict HIPAA & Employer Census Privacy

Protected Health Information (PHI), employee censuses, salary schedules, and commission agreements are safeguarded under legally binding non-disclosure agreements and 256-bit encrypted credential vaults with mandatory multi-factor authentication (MFA).

Zero Platform Fees or Markups

No platform subscription cuts, no percentage markups, and no contractor buy-out ransoms. You pay strictly for actual working hours with transparent, auditable time logs detailing completed censuses, proposal decks, and portal setups.

Instant Cross-Trained Standby

Never let a critical Q4 open enrollment cutoff or January 1 effective date stall because an assistant is sick. Our internal cross-trained team steps in immediately with zero workflow interruption or retraining headaches for your benefits agency.

SIDE-BY-SIDE EVALUATION

How SageDoer Compares to Traditional Platforms

Stop wasting $250+/hr broker sales hours micromanaging unverified overseas freelancers. Here is how SageDoer compares directly.

Feature Traditional Platforms (Upwork / Fiverr) The Smart Choice: SageDoer
Platform & Management Fees Up to 40% in hidden markups, bidding, and memberships 0% Hidden Fees. Pay strictly for hours worked.
Daily Team Management You must juggle, coach, and supervise multiple freelancers Dedicated Project Manager acts as your single point of contact
Quality Assurance & Benefits Literacy Zero understanding of age-banded rates, PEPM fees, or SBC forms Internally vetted, rigorously trained employee benefits specialists
Hiring & Deployment Speed Endless cycles of interviewing and testing candidates Instant delegation. We immediately assign the right specialist.
Billing & Invoicing Complex, multi-freelancer invoices with currency headaches Simple, unified, centralised USD invoicing
Staff Turnover & Replacements Start the hiring and training process all over again during Q4 Seamless internal replacements with zero workflow disruption
STREAMLINED ONBOARDING

How Our Managed Service Works

A battle-tested 4-phase framework designed to get employee censuses scrubbed, renewal spreadsheets formatted, and BenAdmin portals configured without draining your producers' time.

1
Phase 1

Submit Requirements

Share your active group client count, upcoming renewal dates (Q4, Jan 1), preferred BenAdmin software (Employee Navigator, Ease), and immediate quoting bottlenecks via Email, Form, or WhatsApp.

Connect within 4 hours
2
Phase 2

Finalise the Deal

Our dedicated project manager will promptly get back to you to review your agency proposal templates, census formats, carrier portal access protocols, and partnership details.

Clear Scope & Protocols
3
Phase 3

Expert Execution

Your project manager takes full charge of operations, getting censuses scrubbed, quotes gathered, renewal option spreadsheets built, and enrollment guides designed through our vetted team.

Quality-Checked Output
4
Phase 4

Pay Only for Output

We log and charge exclusively for the virtual assistant's actual working time. Your dedicated project manager's supervision is completely free.

0% Management Overhead
PREDICTABLE PRICING

Transparent Rates. No Hidden Markups.

Flexible part-time or full-time support plans designed to scale alongside your corporate group caseload, Q4 open enrollment surges, and spring client acquisition campaigns.

Flexible Practice Support

Part-Time

Ideal for independent group brokers, solo benefits advisors, and boutique consultancies managing 15 to 40 employer groups.

$7 / hour
20 Hours Per Week • Est. $560 USD / Month (4 Weeks)
  • Pay only for hours of pure work
  • Dedicated Project Manager included
  • Free management supervision
  • Zero setup or onboarding fees
  • No monthly membership charges
  • Weekly consolidated productivity report
Get Started with Part-Time
MAXIMUM VALUE
High Output & Scale

Full-Time

For multi-producer employee benefits agencies, regional brokerage firms, and corporate consultancies running continuous quoting and enrollment.

$6 / hour
40 Hours Per Week • Est. $960 USD / Month (4 Weeks)
  • Pay only for hours of pure work
  • Dedicated Project Manager included
  • Free management supervision
  • Zero setup or onboarding fees
  • No monthly membership charges
  • Priority turnaround & instant standby replacement
Scale with Full-Time
VERIFIED FEEDBACK

Trusted by Group Benefits Brokers, Agency Principals & Consultants

See how employee benefits brokerage practices eliminated renewal backlogs, streamlined Q4 open enrollment, and reclaimed 20+ hours of client consulting every week.

"Building side-by-side renewal spreadsheets across UHC, Aetna, and Cigna used to eat my entire October. Our SageDoer VA scrubs the employee census, models contribution splits, and formats executive proposal decks overnight. My renewal retention hit 98%."

JT
Jason T., CEBS Managing Partner, Apex Benefits Advisory Group, Dallas

"Setting up 35 employer groups in Employee Navigator for open enrollment was burying our account managers. SageDoer built every plan design, uploaded rate sheets, and designed custom employee benefit guides with zero errors. Absolute lifesaver."

ER
Elena R. VP of Employee Benefits, Horizon Insurance Services, Chicago

"The free dedicated Project Manager is what sets SageDoer completely apart from Upwork. I drop raw carrier renewal packets and census files into Slack, and my PM coordinates our VA and verifies mathematical and rate accuracy without my oversight."

MH
Marcus H. President, BlueShield Commercial Benefits, Atlanta

"Monthly carrier invoice auditing saved one of our 220-employee tech clients over $14,000 in uncredited terminated employee premium billing. Our SageDoer VA audits every bill and tracks credit memos until the checks clear."

DK
David K., CLU Principal, Capital Benefits Group, Denver

"Building side-by-side renewal spreadsheets across UHC, Aetna, and Cigna used to eat my entire October. Our SageDoer VA scrubs the employee census, models contribution splits, and formats executive proposal decks overnight. My renewal retention hit 98%."

JT
Jason T., CEBS Managing Partner, Apex Benefits Advisory Group, Dallas

"Setting up 35 employer groups in Employee Navigator for open enrollment was burying our account managers. SageDoer built every plan design, uploaded rate sheets, and designed custom employee benefit guides with zero errors. Absolute lifesaver."

ER
Elena R. VP of Employee Benefits, Horizon Insurance Services, Chicago
FREQUENTLY ASKED QUESTIONS

Realistic Answers for Group Insurance & Benefits Brokers

Clear details about agent licensing boundaries, HIPAA/PHI privacy, BenAdmin tool setups, and daily operations.

No. Our Virtual Assistants provide professional administrative, mathematical, document formatting, and operational workflow execution. They are not licensed Life & Health producers, and they do not bind insurance coverage, execute Broker of Record (BOR) agreements, or advise corporate clients on legal plan fiduciary choices. Instead, they handle the time-draining back-office heavy lifting: scrubbing raw employee censuses, submitting RFP quotes to carriers, formatting side-by-side renewal spreads, building plan designs in Employee Navigator or Ease, designing open enrollment guides, auditing carrier billing statements, and resolving employee member service issues. All licensing authority and strategic consulting remain strictly under your licensed agency oversight.
Group benefits brokerage requires strict confidentiality. All SageDoer team members operate under legally binding non-disclosure agreements (NDAs) drafted specifically to comply with HIPAA, HITECH, and employee data privacy standards. We advise provisioning role-based permissions (such as restricted enrollment specialist or quoting clerk access in Employee Navigator, Ease, or carrier portals without master agency commission export rights) and sharing portal credentials through encrypted enterprise vaults like 1Password or Bitwarden with mandatory multi-factor authentication (MFA).
Our employee benefits virtual assistants are experienced across standard modern benefits platforms: Employee Navigator, Ease (EaseCentral), Zywave (BenefitPoint, PlanTrack), FormFire, Code Six, bswift, Benefitfocus, ADP Workforce Now, Rippling, and Excel. They are comfortable navigating major carrier broker portals (UnitedHealthcare, Anthem / Elevance, Blue Cross Blue Shield, Aetna, Cigna, Humana, Guardian, MetLife, Unum, Sun Life, and Lincoln Financial) according to your agency's standard operating procedures (SOPs).
Unlike freelance platforms where you waste billable prospecting hours micromanaging individual contractors, SageDoer pairs you with an experienced Project Manager at zero extra cost. You drop raw client censuses, carrier renewal PDFs, or BenAdmin setup requests via Slack, WhatsApp, or Email. Your PM assigns tasks to our skilled benefits VAs, audits the mathematical and contribution formulas against your standards, verifies rate accuracy, and returns completed proposals on schedule. You are billed strictly for the VA's active working hours.
Typically within 24 to 48 hours. After an intro scoping session with your dedicated Project Manager to align on your software stack (e.g., Employee Navigator, Ease, Zywave, Excel), renewal spread templates, and priority quoting deadlines, we immediately match and assign the best VA from our vetted internal team and start clearing your renewal and RFP backlog.
None. There are zero onboarding fees, zero recruitment charges, and no long-term lock-in contracts. You pay strictly for actual working hours recorded in transparent, auditable time logs. You can scale between part-time and full-time or adjust support hours as your seasonal Q4 open enrollment peak and mid-year renewal cycles demand.
TALK TO OUR TEAM

Reclaim 20+ Hours Every Week for High-Margin Benefits Brokerage

Tell us about your upcoming Q4 renewal volume, census scrubbing backlog, or Employee Navigator setup workload. Connect directly with our project management team through your preferred channel.

Request Your Dedicated PM

Specify your agency's employer group count, BenAdmin software, and quoting support requirements. Our Project Manager will respond within 4 business hours.