Question 1

How does dedicated VA work?

Accepted Answer

When you sign up, we match you with a dedicated virtual assistant who works exclusively for your agency during your contracted hours. Your VA learns your workflows, systems, and preferences to provide seamless support.

Question 2

What insurance tasks can VAs handle?

Accepted Answer

Our VAs handle a wide range of tasks including policy renewals, certificate of insurance requests, claims FNOL, endorsements, quotes and proposals, data entry into your AMS, document management, and client communication.

Question 3

What software do VAs use?

Accepted Answer

Our VAs are trained on all major agency management systems including AMS360, EzLynx, HawkSoft, Applied Epic, NowCerts, QQ Catalyst, and ImageRight. We continuously update training as software evolves and can quickly onboard VAs to new platforms your agency uses.

Question 4

How quickly can I get started?

Accepted Answer

You can be up and running within 24 hours. After signing up, we match you with a VA based on your needs, provide a brief onboarding call to understand your workflows, and your VA starts working immediately. There's no long setup process.

Question 5

What if I'm not satisfied with my VA?

Accepted Answer

We offer a no-questions-asked satisfaction guarantee. If you're not happy with your VA's performance, we'll rematch you with a new assistant at no additional cost. You can also cancel your subscription at any time during your free trial or with 30-day notice thereafter.

Question 6

How does real-time tracking work?

Accepted Answer

Our dashboard provides complete transparency into your VA's work. You can see live timers showing what task is being worked on, for which client, at any moment. Every minute is logged with task descriptions, client names, and time stamps. You'll have access to daily reports and can query productivity metrics anytime.

Xassure.co

XASSURE VA