Share your priority list so your VA knows what to tackle first.
Use your agency management system's workflow to assign and track tasks.
Status updates, certificate requests, and billing questions can be handled by your VA.
Spot-check a sample of completed tasks to maintain quality.
Record a Loom or Zoom walkthrough for any task that is hard to explain in writing.
Monitor tasks completed, turnaround time, and error rates weekly.
Don't wait for monthly reviews — address issues and praise good work in the moment.
Start simple, then add marketing, quoting, or proposal work as trust builds.
Part-time or full-time VAs who handle quotes, renewals, certificates, and carrier submissions — so you can focus on clients.
