Stop Chasing APS.
Start Closing Policies.
Top producers shouldn't spend half their day running illustrations or sitting on hold with carrier underwriting departments. Hire a managed Virtual Assistant to run your back-office, scrub applications, and track pending cases to placement.
Fluent in the Life Insurance Tech Stack
The Compliance Gap
Generalists vs. Trained Case Managers
Standard Virtual Assistant
"Leaves client's medical questionnaire on an unsecured desktop. Doesn't know how to follow up with a doctor's office for an APS."
Result: HIPAA violation risk and delayed case placement.
Sagedoer Case Manager
"Operates in a secure cloud environment. Scrubs applications for missing signatures, orders paramed exams, and proactively chases carriers on hold."
Result: Faster cycle times, higher placement rates.
Generalist VAs Don't Understand Underwriting.
Life insurance is heavily regulated and notoriously administrative. If an assistant doesn't understand the difference between Term and IUL, or doesn't know how to navigate Winflex or iPipeline, they will create more work than they save.
Standard freelancer platforms offer generic data entry. Sagedoer offers trained Agency Operations Assistants. We protect your time by ensuring cases move swiftly from submission to in-force.
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Strict HIPAA Compliance
Handling Personal Health Information (PHI) requires absolute trust. Our VAs operate under binding NDAs, use secure password managers, and adhere to clean-desk policies.
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Project Manager QA
Before an application is submitted or a complex illustration is forwarded to a client, your dedicated Sagedoer Project Manager audits the VA's work to catch missing signatures or data entry errors.
Agency Operations Hub
What your Life Insurance VA handles behind the scenes every day to accelerate your commissions.
Quoting & Illustrations
Running quotes across multiple carriers using Winflex or direct portals. Prepping side-by-side comparisons for Term, Whole Life, or IUL options before your client presentations.
Application Scrubbing
Reviewing paper or e-apps (iGO) to ensure all fields are complete, beneficiaries are correctly assigned, and signatures are captured *before* submission to prevent NIGO (Not In Good Order) delays.
Underwriting & APS Follow-Up
Sitting on hold so you don't have to. Calling carrier case managers for status updates, ordering paramed exams, and relentlessly following up with doctor's offices for pending medical records (APS).
CRM & Lead Management
Keeping AgencyBloc or SmartOffice perfectly organized. Entering new lead data, updating pipeline stages, and ensuring notes from your client meetings are logged accurately.
Calendar & Appointments
Acting as your booking concierge. Calling warm leads to schedule initial consultations, confirming existing appointments, and managing your calendar to prevent overlapping meetings.
Policy Delivery & In-Force
Handling e-delivery links, ensuring delivery receipts are signed to trigger your commissions, and managing annual review reminders for your existing book of business.
A Back-Office Team Without the Overhead
Bypass the hassle of recruiting and training standard virtual assistants on carrier portals. Get flawless case management delivered through one dedicated manager—at absolutely no extra charge.
Single Point of Contact
Your PM handles all VA supervision and task delegation. You just outline your sales targets and conduct the client meetings.
Zero Wasted Time
Centralised time tracking means you pay exclusively for pure, productive hours spent calling carriers and scrubbing applications.
Exceptional Quality
Our team is vetted on insurance workflows. The PM audits CRM data entry to ensure no follow-ups or renewal dates fall through the cracks.
No Platform Fees
Unlike expensive US-based case management services, we charge no hidden markups and no monthly memberships.
Up to 70%
Savings vs. hiring a full-time in-house case manager.
Trusted by Top Producers & Agencies
"I was losing thousands in commissions because cases were getting stuck in underwriting and I didn't have time to call the carriers. My Sagedoer VA sits on hold for me, gets the status, and chases the doctors for the APS. Placements are up 40%."
"The CRM management is flawless. Our VA cleans up our AgencyBloc every morning, logs all my notes from the previous day's meetings, and triggers the automated follow-up emails. It lets me focus 100% on selling."
"Prepping for client meetings used to take me hours. Now, I just tell my VA what we need, and they run the illustrations across three different carriers and format them into a clean PDF comparison before my Zoom calls."
"Having the Project Manager oversee the application scrubbing process gives me total peace of mind. We rarely get NIGO (Not In Good Order) kickbacks from the carriers anymore because the team catches the missing signatures first."
The Operations Workflow
From submission to paid commission seamlessly.
Submit Requirements
Share your preferred carriers, CRM platform, and immediate bottlenecks via Form or WhatsApp.
Strategy Alignment
Your PM defines the follow-up cadence for pending cases, establishes secure access, and sets the schedule.
Expert Execution
Your PM oversees daily ops, ensuring the VA runs illustrations, calls carriers, and updates the CRM.
Pay Only for Output
We log and charge exclusively for the VA's actual processing time. PM QA is completely free.
Transparent Pricing
Stop paying premium salaries for data entry and holding on the phone with carriers.
Part-Time
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
Full-Time
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
Comparison of Sagedoer
| Features | Traditional Platforms | 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 and supervise multiple freelancers | Dedicated Project Manager acts as your single point of contact |
| Quality Assurance | Hit-or-miss talent with unverified credentials | Internally vetted, rigorously trained premium experts |
| 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 | Seamless internal replacements with zero workflow disruption |
Operations FAQs
Are your VAs trained on HIPAA compliance?
Will they actually call the carriers and wait on hold?
Do they communicate directly with my clients?
What exactly does the Project Manager check?
Ready to Increase Placement?
Stop letting administrative bottlenecks delay your commissions. Outsource your case management to our trained team today.
Request a Consultation
Submit the form below. Your Sagedoer project manager will contact you within 24 hours.