VA Onboarding Resource Hub

Tyler Woodall and the Agency Aid team built this step-by-step system to get your insurance virtual assistant productive in the first 48 hours — with zero guesswork.

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The 48-Hour VA Launch Plan

The same checklist Tyler Woodall uses with every Agency Aid client to get their insurance VA working in two days.

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What's Inside

  • ✓7-step onboarding framework built for insurance agencies
  • ✓Task-picking worksheet so you know exactly what to hand off first
  • ✓Access & security checklist for AMS, carriers, and VoIP
  • ✓First-task templates to get your VA producing today
  • ✓Daily communication setup and end-of-day report structure

Step-by-Step: Onboard Your Insurance VA

Follow these 7 steps in order. Each one is designed to move fast and build momentum — so your VA is contributing real work within 48 hours.

Step 1

Pick Your First 3 Tasks

Don't overthink it. Choose the highest-leverage tasks your VA can take off your plate today: quoting, inbox management, renewals, service calls, CRM updates, mortgagee follow-ups, or COI processing.

Step 2

Agency Snapshot

Give your VA the lay of the land: agency name, AMS/CRM system, carriers you write with, and whether you're focused on personal lines, commercial, or both.

Step 3

Access & Security

Set up secure access to email, your CRM/AMS, carrier portals, VoIP/dialer, and shared drives. Use a password manager like LastPass to share credentials safely.

Step 4

First Task Setup

Keep it simple. Pick one task and get your VA producing immediately. No full SOPs yet — just one clear win they can execute today.

Step 5

Onboarding Call

Walk through tools, confirm the first task, set expectations for the week, and make sure they start today. Keep it to 30 minutes max.

Step 6

Daily Communication

Set your channel — Slack, email, or text. Require a quick end-of-day report with what got done and any questions for tomorrow.

Step 7

First 48-Hour Win

Aim for 1–2 real tasks completed successfully: process 10 emails, run 5 quotes, follow up with 20 leads, or update 25 CRM contacts. Speed beats perfection.

What NOT to Do Yet

Speed beats perfection in your first 48 hours. Do not build full SOPs yet, overcomplicate your tools, try to delegate everything at once, or spend hours in training. Get your VA doing real work first — then refine.

Want Help Launching Your VA?

Tyler Woodall and the Agency Aid team handle the hiring, training, and onboarding for you. Book a free strategy call and we'll walk through your first 48-hour plan together.

Book a Free Strategy Call