Quick sync at the start of each day to align on priorities and address blockers.
Trello, Asana, or your AMS task board — keep everything visible and trackable.
A 30-minute review of completed work, pipeline status, and upcoming priorities.
Set clear SLAs — e.g., emails replied within 2 hours, urgent requests within 30 minutes.
Use Slack, Teams, or a dedicated chat for quick questions vs. formal email.
Build an FAQ or knowledge base so your VA can self-serve over time.
Review KPIs, discuss wins, identify areas for improvement.
Part-time or full-time VAs who handle quotes, renewals, certificates, and carrier submissions — so you can focus on clients.
