Review Scheduled & SOA Sent
VA emailed SOA via MedicareCENTER (48hr compliance)
Drug & Provider Lookup
VA checking Sunfire for Tier 1 Rx coverage
App Ready for Agent
Data entered; ready for licensed agent review & sig
Maximize AEP.
Delegate the Admin.
Stop losing valuable selling time to drug lookups and SOA compliance. Hire a highly trained Medicare Virtual Assistant to schedule reviews, scrub applications, and prep Sunfire profiles—fully supervised by a Dedicated Project Manager for free.
100%
Fully Managed
3x
Selling Capacity
70%
Cost Reduction
Integrated Seamlessly Into Your Broker Stack
The Smart Alternative to Temp AEP Hires
Brokers use Sagedoer to scale their back-office instantly during the Oct 15 - Dec 7 rush, without the headache of training temporary local admins.
| The Problem | Local Temps / DIY | SageDoer (Managed VA) |
|---|---|---|
| AEP Stress & Time | You spend hours doing drug lookups instead of making calls and closing policies. | Delegate the Data. You focus 100% on advising. VAs handle Sunfire/Medicare.gov data entry. |
| Overhead Costs | Hiring a temp costs $20+/hr, plus the time it takes to train them on your CRM in September. | Zero Overhead. Flat $6-$7/hr. Pay strictly for pure active hours spent on your book of business. |
| Compliance & SOAs | Forgetting the 48-hour Scope of Appointment rule can cost you your license. | Dedicated Project Manager audits your CRM daily to ensure SOAs are logged properly before meetings. |
| Retention Calling | You don't have time to call your existing 500 clients to schedule their annual review. | Proactive Outreach. VAs call your book, update Rx lists, and slot appointments onto your calendar. |
| Scalability | AEP ends Dec 7th. Now you have an employee sitting around with nothing to do. | Total Elasticity. Use Full-Time during AEP/OEP, then easily transition to Part-Time for standard maintenance. |
What Will Your Medicare VA Handle?
We take over the non-revenue-generating busywork. *Note: VAs are unlicensed administrators and do not advise on or sell policies.*
Drug & Provider Lookups
Stop losing hours entering medications. The VA gathers the client's Rx list, enters it into Sunfire, MedicareCENTER, or Medicare.gov, and pulls the top 3 plan comparisons for your review.
AEP Retention Scheduling
Starting in September, the VA calls your existing book of business, updates their contact info, requests their current prescription list, and schedules their Annual Review on your Calendly.
SOA Compliance Tracking
Protect your license. The VA ensures Scopes of Appointment (SOAs) are emailed or texted via your CRM, signed, and stored securely at least 48 hours prior to your scheduled consultation.
Application Scrubbing
Once you advise the client, the VA pre-fills the application with demographics, Medicare ID (MBI), and plan details. You simply review it for accuracy and collect the final client signature.
CRM Database Management
Keep AgencyBloc or your internal CRM pristine. The VA logs policy numbers, effective dates, updates carrier portals, and sets tasks for 30-day post-enrollment check-in calls.
Customer Service & Follow-up
VAs handle routine client questions: "Did my ID card ship?", "How do I pay my premium?", or "Can you send me an extra copy of my policy?"—keeping your phone free for new sales.
How We Integrate With Your Agency
From establishing secure CRM access to scrubbing your first application, our Project Manager ensures total accuracy.
Phase 1
Secure Access & Audit
Provide delegated access to your CRM (AgencyBloc, etc.) and quoting tools. We establish secure credentials (LastPass) to maintain strict HIPAA compliance.
Phase 2
SOP & Rules Setup
Your Dedicated PM maps your exact workflows: how you want SOAs sent, your preferred drug lookup format, and your outbound script for retention calls.
Phase 3
Expert Execution
The VA dives into the CRM. They call clients, enter Rx data, and prep apps. The PM audits their work daily to ensure CMS/Carrier rules are strictly followed.
Phase 4
Pay Only for Output
We meticulously log time. You are billed strictly for actual VA labor executing your back-office work. The PM's management and QA is 100% free.
Trusted by Independent Agents & Brokers
"AEP used to mean working until 2 AM every night doing data entry on Medicare.gov. Sagedoer changed my life. My VA pre-loads all the drugs into Sunfire before my appointments. I wrote 30% more business last year."
Michael R.
Independent Medicare Broker
"The compliance tracking is amazing. The PM ensures my VA logs every SOA perfectly into AgencyBloc 48 hours in advance. I never have to worry about CMS audit issues."
Sarah L.
Agency Owner
"We have our VA start calling our book of business in September to schedule reviews. By the time October 15th hits, my calendar is already packed. Best investment we make all year."
David P.
Managing Partner, TrustHealth Advisors
"AEP used to mean working until 2 AM every night doing data entry on Medicare.gov. Sagedoer changed my life. My VA pre-loads all the drugs into Sunfire before my appointments. I wrote 30% more business last year."
Michael R.
Independent Medicare Broker
Ditch the Temp Agency.
No payroll taxes, no expensive local recruiter fees, and no hidden QA charges. Scale up instantly for AEP.
Part-Time
Perfect for steady CRM maintenance, customer service, and SEP enrollments.
Est. $560 USD / Month (4 Weeks)
- 20 Hours Per Week
- Pay only for hours of pure work
- Dedicated QA Project Manager included
- Free management supervision
- Zero setup or onboarding fees
Full-Time
For the chaotic Oct 15 - Dec 7 window. Heavy data entry and app scrubbing.
Est. $960 USD / Month (4 Weeks)
- 40 Hours Per Week
- Pay only for hours of pure work
- Dedicated QA Project Manager included
- Free management supervision
- Zero setup or onboarding fees
Expertly Answered Concerns
Common questions from Independent Brokers and Medicare Agencies.
Are your VAs licensed to sell Medicare?
No. Our VAs are strictly unlicensed administrators. They cannot and will not discuss plan specifics, advise on coverage, or execute sales. They exist to handle the massive administrative burden (drug lookups, CRM data entry, SOA collection) so that *you*—the licensed agent—can focus purely on advising and closing.
How do you handle HIPAA and PII/PHI compliance?
Data security is critical. All VAs sign strict Non-Disclosure Agreements (NDAs). We use secure credential managers (like LastPass) so they can access your systems without seeing your master passwords. Furthermore, VAs work within your established, secure CRM environments (like AgencyBloc or Sunfire) rather than downloading client lists locally.
Can they help with the 48-Hour SOA rule?
Absolutely. This is a primary use case. When an appointment is booked, your VA will immediately send the Scope of Appointment (SOA) via MedicareCENTER or your CRM, track it to ensure it is signed at least 48 hours prior to the meeting, and flag any non-compliant appointments for rescheduling.
I only need full-time help during AEP. Can I scale down in January?
Yes, this is the main benefit of our service. You can run Full-Time (40 hrs/wk) during the AEP rush from September through December, and then seamlessly dial back to Part-Time (20 hrs/wk) in January for OEP and general lock-in maintenance. You only pay for what you need.
Do I pay extra for the QA Project Manager?
No. The dedicated QA Project Manager is provided 100% free of charge. They audit the VA's data entry, ensure compliance workflows are followed, and manage the VA’s daily schedule so you don’t have to micro-manage them during your busiest season.
Ready for a Stress-Free AEP?
Stop losing selling time to drug lookups and CRM data entry. Send us your software stack and volume requirements, and our team will get back to you with a tailored administrative plan.
Direct Contact Channels
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