Provide agency details, software access, and initial task preferences.
Set up login credentials with appropriate permission levels — no admin access needed.
SOPs, cheat sheets, carrier guidelines — anything that helps your VA learn your way.
A short video call introduction builds trust and collaboration from day one.
Begin with well-documented, repeatable tasks to build confidence.
Connect on Slack, Teams, or your preferred communication platform.
Daily 15-minute syncs for the first week to answer questions and provide feedback.
Provide constructive feedback and adjust task assignments as needed.
Naming conventions, filing systems, email signature formats, etc.
Part-time or full-time VAs who handle quotes, renewals, certificates, and carrier submissions — so you can focus on clients.
