List the top 5 tasks you want to delegate — policy checking, certificate issuance, renewals, etc.
Ensure the VA provider specializes in insurance, not generic virtual assistance.
Confirm VAs are trained on your agency management system (Applied Epic, Hawksoft, AMS360, etc.).
Ask about E&O coverage, NDA policies, encrypted communications, and SOC 2 compliance.
A good provider has a structured onboarding plan — not just "here is your VA."
What happens if your VA is sick or leaves? Ensure there is a backup plan in place.
Talk to other agencies who have used the service. Look for similar agency size and lines of business.
Understand whether pricing is hourly, monthly, or per-task and what is included.
Verify overlap hours, response time expectations, and communication tools used.
A quality provider will walk you through their process before you commit.
Part-time or full-time VAs who handle quotes, renewals, certificates, and carrier submissions — so you can focus on clients.
