Write More Policies.
We'll Handle the Admin.
Stop letting trailing documents, application data entry, and renewal follow-ups kill your selling time. Hire a HIPAA-trained Life & Health Insurance Virtual Assistant to manage your back-office—fully overseen by a dedicated SageDoer Project Manager.
L&H Brokerage • 1,200 Active Policies
Our VAs operate fluently in the top Insurance CRMs and portals
Why Choose SageDoer
Outsource Admin Without Outpacing Budget
Don't hire an expensive local assistant just to do data entry and chase documents. Sagedoer delivers elite-tier insurance operations specialists overseen by dedicated PMs—with zero hidden agency fees.
No Management Overhead
We recruit, vet, train, and supervise your Insurance Virtual Assistant. Your dedicated Project Manager oversees the daily CRM hygiene and task execution so you can focus on building your book of business.
Massive Cost Savings
Traditional local hires cost $40k+ a year. By hiring a dedicated VA through SageDoer, you skip the bloat, the payroll taxes, and the benefits, paying a flat hourly rate for pure execution.
Strict PHI & HIPAA Security
Mishandling medical histories or SSNs is disastrous. Your VA undergoes rigorous HIPAA training, signs strict NDAs, and utilizes secure connection protocols to protect sensitive applicant data.
Consolidated Time Logs
Pay only for precise admin hours tracked in our centralized logging system. No monthly membership platform fees, no minimum commitment agency margins.
Instant Delegation
Tell us your software stack today (e.g., AgencyBloc, HealthSherpa), and we match you with a pretrained Insurance VA ready to take over your admin workflows within 24 hours.
Seamless Backup Continuity
If your primary assistant is sick during AEP/OEP, our internal pool of cross-trained backup VAs steps in seamlessly. Apps get submitted and quotes get built without interruption.
Precision Insurance Operations
Tasks Your Insurance VA Handles Daily
Our virtual assistants are specialized operators equipped with structured processes to manage quoting, underwriting follow-ups, and CRM hygiene.
Quoting & Illustrations
Gathering basic client details to run term life quotes, running health/ACA comparisons on HealthSherpa, or generating IUL illustrations in carrier portals to prep your sales pitch.
Trailing Document Chasing
The underwriting bottleneck. Your VA relentlessly follows up with clients and doctors' offices to collect APS records, paramedical exam results, and missing signatures via DocuSign.
CRM Database Hygiene
Keeping GoHighLevel or AgencyBloc pristine. Entering new leads, tagging policy types, updating client status from 'applicant' to 'active', and logging carrier policy numbers.
Renewal & Birthday Tracking
Mining your CRM for upcoming Medicare birthdays (turning 65), policy anniversaries, and term expiration dates to automatically trigger email campaigns or set call tasks for your agents.
Customer Service & Endorsements
Handling inbound service calls or emails (unlicensed tasks only). Processing address changes, updating beneficiary details, or sending ID cards and policy summaries to clients.
Calendar & Appointment Setting
Calling warm web leads or existing clients to book annual review appointments directly onto your Calendly or Outlook calendar, ensuring your sales pipeline stays full.
The SageDoer Difference
Why Agency Owners Stop Hiring In-House
Pricing Models
$45,000+ salary, plus benefits, payroll taxes, and paying for idle downtime outside of OEP/AEP.
Flat hourly rate ($6-$7/hr). Scale hours up during busy enrollment seasons and down when operations are quiet.
Management
You must micromanage their tasks, verify CRM entry accuracy, and track their hours.
Your dedicated Project Manager coordinates operations, reviews data quality, and handles QA.
Data Security
Huge risk of exposing sensitive PHI or Medicare numbers to unvetted contractors.
Strict NDAs, HIPAA-trained protocols, and secure role-based access to your carrier portals.
| Operational Pillar | In-House / Standard Freelancers | SageDoer Managed Insurance VA |
|---|---|---|
| Pricing Model | Expensive salaries ($45k+) plus benefits, or paying for idle time during slow months. | Flat $6-$7/hr. Keep your margins and pay strictly for tracked execution hours. |
| Data Security | Unvetted freelancers pose a massive risk to sensitive PHI and Medicare ID numbers. | HIPAA Trained. Mandatory background checks, NDAs, and encrypted credential handling. |
| Daily Supervision | You have to babysit the admin to ensure they actually chased the APS records and logged the leads. | Our dedicated Project Manager acts as the supervisor, checking task completion. |
| Backup Continuity | If your in-house admin is sick during OEP, agents have to drop everything to do paperwork. | Seamless internal backup. Cross-trained VAs step in to keep your operations running without a hitch. |
Our Workflow
4 Steps to Automated Agency Ops
Submit Requirements
Tell us your product focus (Life/Health/Medicare), CRM stack (e.g., GoHighLevel), and pain points. Reach out via form or WhatsApp.
Build The Playbook
Our PM connects with you to gather your SOPs, quoting guidelines, and configure secure, role-based access to your portals.
Expert Execution
Your VA takes command of the admin. They chase signatures, run illustrations, and prep client files flawlessly.
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 Back-Office Support
Zero hidden platform fees. Scale up hours during AEP/OEP seasons, scale down during quiet months effortlessly.
Part-Time Admin
Excellent for independent agents needing reliable weekly CRM updates and quoting support.
- Pay only for pure working hours
- Dedicated Project Manager included
- Free management QA & reviews
- Zero setup or onboarding fees
Full-Time Admin
Perfect for growing agencies needing heavy underwriting follow-up and daily policy management.
- Pay only for pure working hours
- Dedicated Project Manager included
- Free management QA & reviews
- Zero setup or onboarding fees
Client Reviews
Real Success from Agency Owners
"Before Sagedoer, I was spending 10 hours a week chasing down APS records from doctors' offices. Now, my VA handles all the trailing documents. My life insurance production went up 40% because I actually have time to sell."
Mark H.
Independent Life Agent"Data security was my biggest concern with outsourcing. Sagedoer's PM walked me through their NDA and role-based access protocols. My VA manages our AgencyBloc CRM seamlessly and securely."
Sarah K.
Director of Operations"During AEP, we get swamped. Our Sagedoer VA filtered through hundreds of Medicare leads, ran the Rx comparisons in Sunfire, and scheduled the appointments for our licensed agents. Absolute lifesaver."
Daniel B.
Medicare Agency Owner"What I appreciate most is the supervision. Sagedoer's Project Manager ensures my VA stays on top of our renewal tracking. We haven't missed a policy anniversary call since we hired them."
Lauren L.
Health Broker"Before Sagedoer, I was spending 10 hours a week chasing down APS records from doctors' offices. Now, my VA handles all the trailing documents. My life insurance production went up 40% because I actually have time to sell."
Mark H.
Independent Life Agent"Data security was my biggest concern with outsourcing. Sagedoer's PM walked me through their NDA and role-based access protocols. My VA manages our AgencyBloc CRM seamlessly and securely."
Sarah K.
Director of OperationsFrequently Asked Questions
Answers About Insurance Delegation
Ready to Scale Your Agency?
Stop letting administrative tasks eat your selling time. Reach out today to schedule a strategy call and match with an expert admin VA and Dedicated Project Manager.