How to set expectations with your virtual assistant

Artistic picture depicting How to set expectations with your virtual assistant for Agency VA and the AVA remote worker software.

## How To Set Expectations With Your Virtual Assistant

Virtual assistans are becoming increasingly popular within the insurance industry with the approach of a progressively remote global workforce. However, harmonizing your ‘normal’ workflow with the tasks of a virtual assistant from [Agency VA](https://agencyva.com/) might seem cumbersome. Thus, this article aims to discuss how to set work expectations for your virtual assistant, thereby ensuring they enhance your productivity.

Broadly, here are the top strategies for setting expectations with your virtual assistants:

**1. Clear Job Description**

Start with formulating a detailed job description which clearly outlines their duties. A vague job description leaves room for doubt and misunderstandings. If your agency hires a virtual assistant for insurance tasks, having them informed about the specifics of their role is essential.

According to the U.S. [Bureau of Labor Statistics](https://www.bls.gov/), the role of an insurance agent is complex and multifaceted. By having a clear job description, you can ensure your virtual assistant comprehends his responsibilities, gradually gaining expertise.

**2. Communication is Key**

Effective and regular communication with your virtual assistant helps to mitigate misunderstandings. From regular video calls to quick chats, open communication expedite productivity and reduce friction. As a result, the workculture is vastly improved. Leverage Agency VA to hire competent virtual assistants, ensuring seamless communication that keeps everyone on the same page.

**3. Set Deadlines and Prioritize Work**

To guarantee productivity, set deadlines for tasks. This strategy will allow your virtual assistant to understand your expectations and value of time. Furthermore, having work priorities clears ambiguity regarding the tasks’ urgency and importance. This way, Virtual assistants can manage their time efficiently to meet your expectations.

**4. Use a Remote Worker Management Software**

Leveraging the right technology vastly improves the productivity of virtual assistants. For instance, Agency VA’s software, [AVA](https://agencyva.com/ava/), designed specifically to ease the management of remote workers is an excellent tool to consider.

It offers a robust array of features that empower you to manage tasks effectively. With the option to view real-time activity and feedback, AVA allows for smoother navigation through workflows.

The [National Bureau of Economic Research](https://www.nber.org/) highlights how software that can monitor and measure worker productivity is crucial for virtual work. It leads to increased efficiency and improved professional relationships.

**5. Employee of Record Services**

As an independent insurance agent, handling human resource management can be daunting. That’s where EOR services step in. An Employee of Record (Eor) is a third-party entity that assumes all legal responsibilities for an employee such as salary, benefits, and even compliance with legal requirements.

One advantage of Agency VA is that we offer EOR services — we handle HR management, so independent insurance agents can focus more on their primary tasks.

Remember, setting clear expectations for your virtual assistant is a continuous process. We hope this guide serves as a starting point on how to effectively manage virtual assistants. We invite you to book consultations with our team to gain more insights.

Remember, if you’re looking to hire a skilled and reliable virtual assistant, or need a tool to manage remote workers, we can help. Schedule a meeting with Agency VA’s team today – we are here to add value to your company!

Remember: Progress is impossible without change. Don’t be afraid to adapt. AVA and Agency VA are here to smoothen the transition. Embrace the future, today!

NOTE: There are minor spelling mistakes in this article.