A Dedicated Virtual Professional for Medical and Medicare Insurance Brokers
From AEP volume to carrier portal data entry, a trained VP handles the client-facing admin work behind your individual and Medicare book of business.
How It Works
Built for the Weight of AEP
Annual Enrollment Period puts pressure on brokers that most agencies cannot staff for year round. Your Savvital VP takes on enrollment processing, client documentation, and carrier portal entry during that window, so applications move quickly without errors piling up under the deadline.
How It Works
What Your Agency Gets
The enrollment and portal work behind your individual and Medicare book, handled before the deadline does.
Medicare and Individual Plan Enrollment Support
Applications processed accurately during peak enrollment periods.
Client Eligibility and Documentation
Eligibility checked and documentation organized before submission, reducing rework.
Annual Enrollment Period Support
Dedicated capacity during AEP, so volume does not create a backlog.
Carrier Portal Data Entry
Applications and updates entered directly into carrier portals on your behalf.
For Your Agency
Trained on Carrier Portals and Your Process
Your VP works directly inside the carrier portals your agency already uses and follows your documentation standards. Big I Minnesota and Big I Oklahoma are among the associations we already partner with, so the seasonal rhythm of Medicare and individual plan work is familiar to us.
Ready for an AEP that does not run your team into the ground?
Medicare and medical insurance questions, answered
Yes, your VP is ramped up ahead of AEP so the volume during that window does not create a backlog.
Yes, applications and updates are entered directly into the carrier portals your agency uses.
This page covers individual and Medicare plans. Group and employer health benefits are covered under Health Insurance Broker.
Client Experiences That Speak Volumes
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What is the investment?
One simple monthly price for a dedicated,
full-time virtual professional.
Money-back guarantee within the first 30 days of VP onboarding
Full-Time Virtual Professional
Starting at
$2,300/month
40 hours a week · Dedicated
Best for: Law firms, insurance agencies, and growing teams that need consistent, high-volume support.
What's Included
- Dedicated virtual professional matched to your industry
- 40 hours/week of dedicated support
- Email & calendar management
- CRM updates and data entry
- Document formatting & prep
- Client communication support
- Daily End-of-Day (EOD) reports
- Secure, HIPAA-compliant infrastructure
- Works in your tools (Slack, Asana, etc.)
- Priority task handling & faster turnaround
- Workflow optimization support
- Increased task ownership & autonomy
- Free replacements
- 30-day money-back guarantee
- Month-to-month, no contracts
Frequently
Asked
Questions
Don't see the answer you need?
Frequently Asked Questions
They can handle administrative tasks, customer support, data entry, and scheduling, allowing businesses to streamline operations. They specialize in assisting industries like insurance, real estate, marketing, and dental.
Savvital maintains strict quality controls and has a thorough onboarding process for our team. Our professionals are trained to provide exceptional services tailored to your specific business needs.
We're a multi-national organization. Different cultures have different holidays and celebrations. With vacation, holidays, and sick time, you can expect up to 20-30 days of paid time off a year. Some of which will land on the Federal holidays celebrated in North America. This time off is included in your monthly payment. We're proud to offer this to our employees; that's why we have a good name in the industry.
We prioritize candidates with strong educational backgrounds, specifically from reputed institutes. The 3-step process is as follows: Initial Screening Interview - Assessing qualifications and culture fit of the candidate. Technical Interview - Evaluating skills and expertise of the candidate. Assessment Activity - Testing performance and capabilities through evaluations based on the candidate's expertise. Successful candidates who excel in all stages of the recruitment process are offered roles at Savvital.
After our strategy session, we schedule 3 candidates that we think would be the best fit for you based on your specific needs as a company. You'll interview these candidates and ask them as many questions as you deem necessary.
Once you sign the agreement, we usually get a VP onboarded within 5-10 business days.
Once you've decided on your virtual professional, we'll send you a contract. It's nothing to worry about as it's not a long term commitment. In fact, if you ever decide to discontinue your contract, give us a month's notice and we'll part as friends. Pricing starts at $2,300 per month for a full-time VP. Payment is due on retainer each month.
Ready for a Real Change?
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Why Go With Savvital
Realtime analytics, accountability and performance management are done for you
From onboarding to HR to support, we handle it all
Industry Specific Services
Services are designed to align with your organization and industry.
Rigorous Hiring Process
We pick the right resource for you after an extensive three step recruitment and evaluation process.
Dedicated Onboarding
Fully equipped with understanding your processes and systems to ensure you achieve disruptive growth.
Adaptable Talent
Professionally coached associates equipped with best practices and SOPs to ensure effectiveness.
Tech Savvy Professionals
At Savvital, we ensure our employees get the best technical training.
Support System
Your virtual professional is backed by a dedicated team equipped with all the tools to ensure seamless performance for you.
Cyber Security is
Our Top Priority
- HIPAA Compliance
- Proactive 24/7 Monitoring
- All in One Inclusive Protection
- 100% Security for All Savvital Employees
- Private Firewall & VPN
- 24/7 Security Operations (SOC)
- Endpoint Security (Antivirus & Malware Protection)
Access To Our Talent Pool
- Quick, easy access to high-quality, pre-trained talent
- Performance guaranteed on us
- 100% English fluency
- 4 year Bachelor Degrees from top universities
- Hand-picked matching to meet your tailored requirements
- Cultural fit for your organization
- We select just 0.2% of applicants—highly qualified professionals with 4 year bachelor's degrees.
From onboarding to HR support, we handle it all
Realtime analytics, accountability and performance management are done for you
