What percentage of assigned tasks are completed on time and accurately?
Is the VA proactive, clear, and professional in all communications?
Are mistakes decreasing over time? Identify patterns in errors.
Have response times improved? Any client feedback about the VA's work?
Is the VA learning new processes, carriers, and systems independently?
Ongoing ROI validation — are you still getting strong value?
Ask your internal team how the VA collaboration is going.
Define specific skill development and task expansion goals.
Part-time or full-time VAs who handle quotes, renewals, certificates, and carrier submissions — so you can focus on clients.
