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Managed Virtual Assistants for Insurance Agents & Financial Professionals

Let our virtual assistants handle the backend so you can focus on growing your book and supporting your clients.

You may benefit from a virtual assistant if any of the following feel familiar:

Too Many Tasks, Not Enough Time

Answering inquiries, confirming bookings, and handling check-in questions at all hours is draining your time and energy.

Turnover Coordination Chaos

Managing cleaners, restocking supplies, and scheduling maintenance takes constant oversight.

Review & Reputation Management

You’re too busy to respond to reviews or follow up with guests, hurting your visibility and guest trust.

Booking & Calendar Confusion

Double bookings and missed reservations create headaches and damage your reputation.

Workflow Inefficiencies

Without a solid system, daily operations get messy and time-consuming.

Growing Too Fast

More listings = more work. But you can’t afford (or don’t want) to hire full-time help.

Why Virtual Assistants Might Be

Your New Best Hire

Whether you manage one property or dozens, a virtual assistant can simplify your day-to-day and elevate your guest experience.

Here’s how:

Streamlined Guest Communication

VAs respond to messages quickly and professionally, provide check-in instructions, and troubleshoot basic guest concerns.

Calendar & Booking Management

Your VA keeps your calendar synced across all platforms (Airbnb, Vrbo, direct bookings) and ensures nothing slips through the cracks.

Cleaner & Vendor Coordination

VAs schedule turnovers, send reminders to cleaners, and make sure maintenance tasks are handled on time.

Review Management

Your assistant responds to reviews, requests feedback from guests, and flags any negative experiences that need attention.

Scalable Support

As your hosting business grows, your VA grows with you, no need for costly full-time hires.

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Meet your VA Manager

After years of working alongside service-based business owners, Alexis saw how overwhelmed they often were, constantly juggling client relationships, administrative tasks, and operational responsibilities. Understanding these challenges firsthand, Alexis now leads a team of highly skilled VAs, personally managing and overseeing each one. She works closely with every new client to pinpoint their most time-consuming pain points, develop customized workflows, and ensure their VA is fully trained to provide seamless support.

Her mission? To help service-based businesses reclaim their time, focus on growth, and deliver exceptional experiences to their clients

Let Your VA Handle
These Key Responsibilities For You

Guest Relations

  • Provide prompt replies to questions and concerns

  • Deliver check-in details and helpful reminders

Reservation Handling

  • Monitor and update availability across platforms

  • Modify rates based on trends or upcoming events

  • Review incoming bookings and flag special requests

Property Coordination

  • Arrange cleanings after each departure

  • Communicate with vendors for repairs and upkeep

  • Keep track of stock for essentials like toiletries and linens

Listing & Reputation Management

  • Refresh descriptions and add new photos when needed

  • Respond to guest reviews with a positive tone

  • ​Encourage feedback through polite post-stay follow-ups

Operational Support

  • Organize digital files and guest records

  • Compile monthly summaries and performance snapshots

  • Maintain a daily task list for efficient workflow

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Happy YSO Clients Around the World

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Rosa S., VP of Operations

"Working with Your Startup Operations made the tough recruitment environment we were experiencing disappear! We hired them to help fill several Immigration Specialist and Account Executive roles for us in mid 2022. The team was always responsive to our requests, and we knew we could turn around a new role in half the time other recruiters were taking. We weren't just one of 20 AE roles they were trying to fill, we got candidates that had the specialized skills we were after.

 

The team also diligently heard our feedback on candidates and improved every round, we were thrilled with the quality and quantity that we received. 

As a small People Ops team YSO was a perfect fit for us as we needed specialized roles filled asap. We'll definitely be using them again in the future."

The Proven YSO Process

1.

Recruit

Streamline hiring for an executive assistant. We manage sourcing, three interview rounds, trial tasks, and internal validation. You only meet the top two candidates and make the final decision.

2.

Develop SOP

SOPs are detailed guides ensuring task consistency. We craft
SOPs and training materials for your virtual assistant tasks,
serving as valuable assets for future hires and training.

3.

Train & Oversee

We handle VA training: up to 150 hours in the first 3 months. Skip
the hassle; we ensure your Virtual Assistant's success through
effective onboarding and personalized training.

4.

Quality Control

We manage your VA's quality for the first three months. Daily
audits, Q&A, and feedback ensure precise and high-standard work, relieving you of the oversight burden.

5.

Ongoing Support

Save time recruiting for a virtual assistant. We handle the process, conducting three interviews, trial tasks, and internal validation. You only interview two final candidates and make the choice.

Our Case Studies

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Filling Contract Roles on Demand for a Design Agency

As part of the team, YSO provides the on-demand recruiting support that Cake & Arrow needs to fulfill contract roles at a predictable, affordable monthly cost.  

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Streamlining Admin Tasks with Virtual Assistant Management

Integrity Financial faced challenges with on-site staff turnover, lacked time for additional training, and felt overwhelmed in their business, seeking operational support.

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Customizing Financial Reports to Drive Business Results

Our client gained new insights that helped grow his business with a customized P&L. As a small business owner, he was able to delegate the tedious financial reporting and focus on sales. 

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Doubling Business for TwinTechnologies with VA Support

TwinTechnologies faced challenges in managing administrative tasks, client communications, vendor coordination, project management, and overall business scalability.

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