
Training a VA shouldn't take months of your time. But most agency owners struggle because they don't know where to start, what to train, or how to create training materials. We've been there.
It took us 3 years of trial and error to build the perfect VA training system. The result? We doubled our agency with less staff. Now, we're handing you the exact playbook we use every single day.
This is our complete internal library of 30+ training videos that we give every new VA on day one. It's a two-in-one system:
✅ Plug-and-Play Training - Use these videos immediately with your VA:
•Customer service and communication best practices
•Lead generation strategies
•Daily workflows and reporting
•Google review requests and customer outreach
•Data cleanup and CRM management basics
✅ Your Perfect Blueprint - For agency-specific processes, you'll see exactly what to train and how:
•How we set up and use our CRM (so you know what to record for yours)
•Step-by-step carrier rating and quoting (the template for your carriers)
•Policy lifecycle management from quote to renewal
•Real examples of how to create clear, effective training videos
You're not starting from scratch. You're getting 3 years of proven systems that actually work in a real agency. Some videos you'll hand directly to your VA. Others will show you exactly what training you need to create for your specific systems. Either way, you're saving hundreds of hours and getting your VA productive in weeks, not months.
•CRM setup and crash course
•Personal lines rating (home, auto, life)
•Carrier-specific quoting workflows
•Policy renewals and coverage changes
•Premium tracking and down payments
•Customer management and communication
•Weekly reporting and performance tracking
•New business workflows
•And much more...
Stop wasting time figuring this out alone. Get instant access to our complete VA training library and have your VA trained by next week.
100% Money-Back Guarantee: If this doesn't save you time and help you train your VA faster, just let us know for a full refund. No questions asked.
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SPECIAL ONE TIME OFFER ONLY $27 (Normally $197) : Copy and Paste all of our client onboarding forms with a few clicks. In less than an hour we'll show you how to copy our forms, brand them to your agency, and get them flowing into your inbox.
Forms Included:
1: Personal Lines (View Here)
2: Business (View Here)
3: Rental Property (View Here)
4: Life Insurance (View Here)