F.A.Q.
Frequently Asked
Curious about how it works?
We screen thousands of applicants monthly and only move forward with top performers. Our recruitment process includes interviews, assessments, and background checks to ensure we deliver reliable, capable professionals.
Before placement, every VA completes insurance-specific training, assessments, and onboarding prep. We also support you during handoff and for the entirety of the working relationship to ensure your VA is aligned with your workflow from day one.
Yes. Your Virtual Assistant is scheduled to match your business hours, so you can communicate and collaborate in real time throughout your day.
Absolutely! If you use a VoIP system, your VA can be assigned an extension and make or receive calls just like any other team member — using your agency’s phone number.
This is a common concern. It takes work to train any new hire, but you’re not doing it alone. We’ll be supporting you from the beginning to ensure a quick ramp. Once your VA is trained, they’ll take repetitive tasks off your plate fast. Most clients feel the impact within the first few weeks.
You can assign tasks via email, your AMS, or whatever tools you’re already using. Your VA works directly inside your systems — no extra tech required.
Our systems are secure and tightly monitored. No outside devices, writing materials, or data exports are allowed. All work is done in your cloud or system environment, and VAs receive ongoing security training.
Unlike general VA marketplaces, we specialize in tailored staffing for the insurance industry and other professional services. Our VAs are trained, managed, and supported by us to meet the needs of your team alone. You get structure, accountability, and long-term reliability.
Once we understand your needs, we can usually match you with a trained VA in as little as 5 business days. We handle the recruiting, vetting, and onboarding — saving you time and effort.
Our VAs handle a wide range of work — from CRM management, client follow-ups, data entry, and quoting support to invoicing, customer service, marketing, and beyond. If it’s digital and repeatable, it’s a good candidate for delegation.
Just like with hired staff, sometimes it’s just not the right fit. No problem — we’ll step in quickly and work to make it right. Our goal is to earn your trust long-term, not just fill a seat.
Yes. We take data privacy and compliance seriously. Our VAs work in secure, controlled office environments — not from home — and all activity stays within your platforms. We follow best practices for cybersecurity and confidentiality.
