Onboarding Form - Trusted Virtual Solutions

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Trusted Virtual Solutions – Client Intake Form

Please fill out this form to help us understand your business needs and match you with the right Virtual Assistant.

Full Name

Business Name

Email Address

Phone Number

Website

What type of insurance do you specialize in? (Check all that apply)

Life Insurance Health Insurance Property & Casualty Medicare Other

If Other Please Specify

How long have you been in business?

Do you currently have any assistants or staff?

Yes No

Which tasks would you like your Virtual Assistant to handle? (Check all that apply)

Administrative Support (Email & Calendar Management, Scheduling, Data Entry) Lead Management (Lead Follow-ups, Appointment Scheduling, Qualifying Leads) Customer Support (Handling Inquiries, Claim Status Updates, Billing Assistance) Policy Management (Processing Applications, Renewals, Endorsements, Follow-ups) Sales Support (Quote Preparation, Document Collection, Sales Tracking) Client Retention (Follow-ups, Satisfaction Surveys, Newsletters, Birthday/Holiday Cards) Compliance & Reporting (Maintaining Documents, Preparing Audit Materials, License Tracking) Basic Digital Marketing (Social Media Posting, Email Campaigns, Content Scheduling) Data Research Personal Assistance (Travel Booking, Office Supplies, Miscellaneous Tasks) Other

If Other, Please Specify

Which package are you interested in?

Basic Package (40 hours/month) Advanced Package (80 hours/month) Not sure yet, would like to discuss

Preferred working hours for you VA?

Standard Business Hours (9 AM – 5 PM) Flexible Schedule Other

If Other, Please Specify

How do you prefer to communicate with you VA?

Email Phone RingCentral Zoom Meetings Other

If Other, Please Specify

Do you require daily or weekly check-ins with your VA?

Daily Weekly As Needed

Do you have any specific tools/software you CA should be familiar with?

CRM (e.g., Salesforce, HubSpot, Zoho) Email Marketing (e.g., Mailchimp, Constant Contact) Quoting Software (e.g., Applied Rater, EZLynx) Communication (e.g., Slack, Zoom, Teams) Accounting/Bookkeeping (e.g., QuickBooks, Xero) Other

If Other, Please Specify

Is there anything else we should know to ensure we provide the best virtual assistant for you?

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