Guides & Tools
Free resources to help insurance agencies hire, train, and get the most out of a virtual assistant.
VA Onboarding Checklist
Step-by-step checklist to get your new VA productive in their first 30 days.
Sample Standard Operating Procedures
Templates for common insurance agency workflows your VA can follow on day one.
Time Analysis Worksheet
Determine where you are spending your time, and what to delegate.
Priority List & Daily Schedule Template
Create a plan for your team members that shows what to focus on.
Security & Compliance Guide
What to know about screen monitoring, malware protection, and E&O requirements.
Top Tasks For Insurance VA's
The most common tasks that your VA can handle inside your P&C agency.
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