Scale AEP Enrollments.
We’ll Check Formularies, Collect SOAs & Retain Seniors.
Stop losing 25+ hours a week during AEP and OEP to manual Part D prescription formulary lookups, tracking down 48-hour Scope of Appointment (SOA) signatures, auditing CMS call recording disclaimers, and logging carrier portal renewals. Get an elite, Medicare-fluent Virtual Assistant supervised by one dedicated Project Manager at zero extra cost.
100%
CMS & TPMO Compliant
$0
Free Dedicated PM Oversight
< 15 Min
Senior Lead Response Time
Zero
Missing 48-Hr SOA Violations
Dedicated Project Manager
Medicare Operations Sentinel
Broker Command · Live AEP Queue
SunFire, CSG, AgencyBloc & Jarvis
Captured compliant e-SOA in SunFire for Medicare Advantage consultation; automated 48-hr cooling countdown logged.
Input 6 maintenance medications (Eliquis, Jardiance, Atorvastatin) in ConnectureDRX; verified preferred in-network pharmacies.
Contacted 18 existing Medicare Advantage policyholders facing carrier network drops; scheduled annual policy review calls with the broker.
Dedicated Medicare Virtual Assistant
$6 / Hour
Zero AEP Overwhelm
Full Focus on Enrollments
Fluent in SunFire, Connecture, CSG Actuarial, AgencyBloc & Carrier Portals
Our virtual assistants understand the distinct operational workflows of busy Medicare agencies: managing 48-hour Scope of Appointment (SOA) rules, entering prescription drug lists into Medicare.gov and quoting engines, organizing carrier contracting in SureLC, tracking AHIP renewals, and archiving CMS-mandated call recordings. Zero training drag.
Quoting & Plan Comparison
Formulary lookups, doctor network verification, Plan Finder comparisons, and electronic SOAs.
Agency CRMs & Book Hygiene
Policy lifecycle tracking, retention cadences, commission auditing, and client records.
Carrier Portals & Licensing
Producer administration, RTS verification, NIPR licensing, and annual AHIP updates.
CMS Call Recording & Security
CMS 10-year call recording rules, TPMO disclaimers, HIPAA vaults, and compliance storage.
What Your Medicare Virtual Assistant Executes Daily
Stop getting bogged down by endless administrative compliance checks, manual drug tier lookups, and missing signature chases. Let your licensed brokers stay on the phone closing Medicare Advantage, Medigap, and Part D enrollments.
Scope of Appointment (SOA) & CMS Compliance
CMS strictly enforces the 48-hour Scope of Appointment (SOA) rule prior to Medicare Advantage and Part D marketing appointments. Your assistant issues electronic SOAs in SunFire or DocuSign, tracks cooling windows, verifies exceptions (beneficiary walk-ins, end of AEP), and archives completed files for the mandatory 10-year period.
- Dispatching text and email e-SOA signature links via SunFire, Connecture, or Integrity
- Tracking and verifying the mandatory 48-hour waiting cooling period prior to meetings
- Archiving Third-Party Marketing Organization (TPMO) disclaimer logs and call recordings
Prescription Drug Formulary & Pharmacy Tier Scrubbing
Inputting a senior’s 10 maintenance medications into Medicare.gov takes 25 minutes per prospect. Your VA gathers drug names, exact dosages, and preferred pharmacies, enters them into quoting engines (Connecture, SunFire, Medicare.gov), and builds clean side-by-side cost summaries for your broker to present.
- Inputting brand vs. generic prescriptions and packaging units into quoting tools
- Identifying tier structures, coverage gap (donut hole) thresholds, and prior authorization rules
- Verifying in-network preferred standard pharmacies (CVS, Walgreens, Walmart, Mail-Order)
Physician Network & Medical Group Verification
Nothing causes rapid policy disenrollment like a senior finding out their primary care physician or oncologist is out-of-network. Your VA verifies provider participation across Medicare Advantage HMO and PPO provider directories, medical groups, and hospital networks.
- Verifying primary care physicians (PCP) and specialist network rosters in carrier tools
- Calling doctor administrative offices to confirm active Medicare Advantage contract acceptance
- Flagging Independent Physician Association (IPA) and health system network boundaries
Carrier Contracting, SureLC & AHIP Certification
Agencies managing downline agents lose thousands in commissions if licenses lapse or carrier certifications aren't completed before AEP. Your assistant tracks annual AHIP certifications, state insurance department renewals via NIPR, and processes carrier contracting in SureLC.
- Monitoring annual AHIP and carrier-specific product certification completion
- Tracking Ready-to-Sell (RTS) status across UHC, Humana, Aetna, Cigna, Anthem, and Wellcare
- Processing new agent onboarding packets and state NIPR licensing appointments in SureLC
Pre-AEP Client Outreach & Annual Policy Reviews
Poachers target your existing book every October. Your VA runs automated and warm outreach campaigns in September and October—reaching out to existing policyholders to audit Annual Notice of Change (ANOC) letters, identify plan benefit reductions, and book review consultations.
- Segmenting client books in AgencyBloc or RadiusBob by carrier, plan type, and county
- Conducting warm pre-AEP check-ins to identify new prescriptions or dropped doctors
- Packing your broker’s calendar with back-to-back review meetings during Oct 15 – Dec 7
Post-Enrollment Onboarding & Benefit Support
Seniors often get confused when new member ID cards, Evidence of Coverage (EOC) packets, or dental/flex benefit allowances arrive. Your assistant conducts post-enrollment welcome calls, helps seniors order over-the-counter (OTC) supplies, and troubleshoots billing queries.
- Calling newly enrolled members to verify carrier ID card delivery and PCP assignment
- Assisting seniors with grocery, flex card, dental, and transportation benefit activation
- Generating 5-star Google review requests and asking for referral introductions
Four Steps to an Automated Medicare Operations Engine
Medicare agency owners should not spend their time micromanaging unvetted overseas generalists who confuse Medicare Advantage with Medicare Supplement, make CMS compliance errors, or mishandle senior client PII. With SageDoer, a dedicated Project Manager oversees execution, accuracy audits, and compliance SLAs at zero extra fee.
Submit Agency Scope
Share your primary products (Medicare Advantage, Medigap, Part D, D-SNP), quoting platforms (SunFire, Connecture, CSG), CRM software (AgencyBloc, GHL), and core operational bottlenecks.
BAA & Compliance Setup
Your dedicated Project Manager executes mutual corporate NDAs and HIPAA Business Associate Agreements (BAAs), sets up encrypted 1Password vaults for portal credentials, and standardizes SOA workflows.
Dedicated Execution
Your VA processes drug lookups, issues electronic SOAs, verifies doctor networks, and schedules client review calls, while your dedicated PM audits compliance and ensures rapid turnarounds.
Pay Only for Output
Pay strictly for active productive working hours. Your Project Manager, account setup, and trained standby backup assistant coverage are 100% free with zero platform fees.
Why Medicare Specialists Choose SageDoer Over Solo Freelancers
Random gig marketplaces match you with unvetted generalists who confuse Part A with Part C, ignore CMS 48-hour Scope of Appointment rules, mishandle senior client Social Security numbers on unencrypted laptops, and vanish during the critical October–December AEP rush. SageDoer provides an institutional managed solution.
| Agency Operations Factor | Traditional Freelance Sites |
The Clear Winner: SageDoer
|
|---|---|---|
| Dedicated Project Manager | None. Agency owners must audit every formulary lookup, check SOA dates, and manage daily shifts between client calls | Free Dedicated PM conducts daily quality audits, oversees task completion, and monitors client response SLAs |
| CMS & Medicare Terminology Fluency | Zero. General freelancers do not understand Part D donut holes, D-SNP Medicaid coordination, Medigap Plan G vs N, or SOA rules | Medicare-Trained Talent fluent in SunFire, Connecture, CSG Actuarial, carrier portals, and senior healthcare workflows |
| HIPAA Security & Senior PII Protection | Severe Risk. Contractors handling unmasked Medicare Beneficiary Identifiers (MBIs), SSNs, and medical history on home laptops | Enterprise BAA & HIPAA Shield with encrypted password vaults (1Password), role-based access, and clean workstations |
| Platform Surcharges & Fees | 10%–20% Platform Cuts added on top of weekly contractor invoices, plus payment gateway markups | 0% Platform Fees. Flat, predictable hourly pricing with zero surprise overhead |
| AEP Surge & Open Enrollment Reliability | High Flake Risk. Freelancers disappear right during the 7-week October 15 – December 7 AEP window when enrollments peak | Instant Standby Backup managed directly by your Project Manager so your AEP pipeline never stalls |
World-Class Medicare Agency Support. Grounded Rates.
Scale your Medicare book of business, streamline pre-AEP annual reviews, and safeguard policy renewals without taking on expensive domestic administrative payroll overhead. Dedicated Project Manager included free on every plan.
Part-Time
Ideal for independent Medicare brokers and growing agencies needing daily Scope of Appointment tracking, Part D drug lookups, appointment scheduling, and CRM hygiene.
Est. $560 USD / Month (4 Weeks)
- Pay only for hours of pure productive work
- Dedicated Project Manager included
- 48-hour Scope of Appointment (SOA) dispatch & tracking
- Zero setup fees, contracts or cancellation penalties
- No monthly platform memberships or surprise fees
- Part D formulary lookups, doctor network audits & AgencyBloc hygiene
Full-Time
Designed for high-volume Medicare agencies, FMOs, and expanding multi-agent brokerages managing heavy client retention outreach, carrier contracting, and high AEP submission volume.
Est. $960 USD / Month (4 Weeks)
- Pay only for hours of pure productive work
- Dedicated Project Manager included
- Full SunFire / Connecture / CSG comparison prep
- Zero setup fees, contracts or cancellation penalties
- No monthly platform memberships or surprise fees
- SureLC carrier contracting, NIPR licensing, AHIP tracking & standby backup
Trusted by Independent Medicare Brokers, FMOs & Senior Market Principals
See how senior healthcare specialists eliminate AEP paperwork bottlenecks, protect renewal retention, and scale enrollments with SageDoer.
"During AEP, every minute on the phone counts. Manually keying 8 prescriptions per senior into Medicare.gov and chasing Scope of Appointment forms used to keep me at my desk until 11 PM every night. My SageDoer assistant runs all my formulary lookups in SunFire, checks doctor networks in Jarvis and Vantage, and collects the signed SOAs 48 hours prior. I enrolled 184 clients last season—a new personal record."
Robert Miller
Principal Broker, Senior Health Solutions (Tampa, FL)
"We manage an FMO with 45 downline agents across three states. Getting agents contracted in SureLC, tracking annual AHIP certification test completions, and confirming Ready-to-Sell status with Humana, UHC, and Aetna was an administrative nightmare. Our SageDoer assistant maintains our entire agent contracting pipeline with zero errors. Having our dedicated PM oversee accuracy is priceless."
Karen Lewis, CLTC
VP of Agency Operations, Apex Senior Benefits Group (Dallas, TX)
"Client retention is where the real money is made in Medicare. In September, our assistant went through our entire AgencyBloc database of 620 clients, cross-referenced which Medicare Advantage plans were dropping hospital networks, and booked 340 review appointments before AEP even opened. We retained 97% of our book when competitors were losing clients left and right."
David Washington
Founder, Buckeye Medicare Advisors (Columbus, OH)
"We were terrified of data security risks before hiring remote staff. Seniors share sensitive Medicare Beneficiary Identifiers (MBIs), bank account info for direct debit, and prescription histories. SageDoer signed a comprehensive BAA immediately, established role-based access in AgencyBloc, and enforced 1Password. At $6/hr with zero markups, it’s the best hire I’ve ever made."
Susan Thornton
Managing Director, Piedmont Medicare & Life (Atlanta, GA)
"During AEP, every minute on the phone counts. Manually keying 8 prescriptions per senior into Medicare.gov and chasing Scope of Appointment forms used to keep me at my desk until 11 PM every night. My SageDoer assistant runs all my formulary lookups in SunFire, checks doctor networks in Jarvis and Vantage, and collects the signed SOAs 48 hours prior. I enrolled 184 clients last season—a new personal record."
Robert Miller
Principal Broker, Senior Health Solutions (Tampa, FL)
"We manage an FMO with 45 downline agents across three states. Getting agents contracted in SureLC, tracking annual AHIP certification test completions, and confirming Ready-to-Sell status with Humana, UHC, and Aetna was an administrative nightmare. Our SageDoer assistant maintains our entire agent contracting pipeline with zero errors. Having our dedicated PM oversee accuracy is priceless."
Karen Lewis, CLTC
VP of Agency Operations, Apex Senior Benefits Group (Dallas, TX)
Frequently Asked Questions
Everything you need to know about CMS regulations, Scope of Appointment rules, licensing boundaries, and dedicated Project Manager oversight.
Scale Your Medicare Book Without Administrative Burnout
Speak directly with our senior healthcare operations team about your current book size, quoting tool stack, carrier contracting workflows, and AEP operational bottlenecks.
Book a 30-Minute Medicare Strategy Call
Directly on Calendly
WhatsApp Agency Desk
+91 80170 67191 (WhatsApp)
Direct Medicare Inquiries Email
info@sagedoer.com
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