Checklists

    Actionable Checklists

    Interactive step-by-step checklists to help you hire, onboard, manage, and scale your insurance virtual assistant team. Click any checklist to explore and download as PDF.

    Selecting the Right Insurance VA Service

    Research / Comparison Phase

    Reduce fear of choosing the wrong provider

    10 actionable steps

    What Tasks Should You Delegate First?

    Newly Signed / Planning Stage

    Avoid delegation paralysis, get quick wins

    8 actionable steps

    Daily / Weekly Communication & Check-ins

    Active Users & Prospects

    Eliminate "I don't know what's happening" anxiety

    7 actionable steps

    Day-to-Day Operations with a VA

    Active Users & Late-Stage Prospects

    Help visualize the new normal

    8 actionable steps

    Onboarding Your New Xassure VA

    Newly Signed Customers

    Reduce drop-off / confusion in first 30 days

    9 actionable steps

    30-Day VA Success Checklist

    0–30 Days After Go-Live

    Prove early value, increase retention

    9 actionable steps

    VA Performance & Review Checklist

    60+ Day Users

    Easy evaluation and improvement framework

    8 actionable steps

    Scaling Your VA Team

    Growing Agencies (6–18 months in)

    Plant the seed for expansion / multi-VA upsell

    8 actionable steps

    Our Services In a Snapshot

    Bookkeeping

    Managed Bookkeeping & Accounting

    End-to-end bookkeeping for insurance agencies — monthly close, AP/AR, payroll, commission tracking, and GAAP-compliant reporting.

    GAAP-compliant Commission reconciliation Monthly financial reports
    Explore Bookkeeping Try Us 2 Weeks Free