How Techmania Works
Getting started is simple. No lengthy contracts, no complicated onboarding. We get your VA working in days, not weeks.
From First Call to Full Support
Book a Free Consultation
Schedule your free 30-minute discovery call. We'll discuss your agency's size, lines of business, CRM/AMS platform, and tasks you want to delegate.
- No sales pressure
- Understand your workflow
- Identify delegation opportunities
We Match Your Perfect VA
Based on your needs, we match you with a VA who has specific experience in your lines of business and CRM platform. Every match is insurance-specific.
- Experience in your niche
- Knows your tools already
- Background verified
Onboarding & Access Setup
Your VA reviews your SOPs, gains secure access to carrier portals and AMS, and syncs with your communication channels. Fast and secure.
- Secure credential handling
- SOP review & training
- Communication setup
Start Delegating Immediately
From day one, your VA handles tasks — quoting, servicing, CRM updates, underwriter communication — freeing you to focus on sales and growth.
- Immediate productivity
- Daily task management
- Ongoing communication
What You'll Need to Get Started
We keep the setup process minimal. Here's everything needed to get your VA productive quickly.
Written procedures, video walkthroughs, or even just a list of tasks. We adapt to your style.
Secure logins for your systems. We use encrypted credential management for security.
Add your VA to Slack, Teams, or your preferred platform for seamless collaboration.
Don't Have SOPs Yet?
No problem. Many agencies don't have formal documentation. Your VA can help create SOPs as they learn your workflow.
- Record a quick Loom video walkthrough
- Share screenshots with annotations
- Write a simple task list
- Let your VA document as they go
We Work in Your Tools
No new software to learn. Your VA plugs into the platforms your agency already uses.
Common Questions About Getting Started
Most VAs are matched within 24-48 hours and can begin onboarding immediately. Full productivity typically within the first week.
We offer a replacement guarantee. If your VA isn't working out, we'll match you with a new one at no extra cost. Your satisfaction is our priority.
Use whatever you're comfortable with — Slack, Teams, WhatsApp, email, or video calls. Your VA adapts to your preferred communication style.
Absolutely. We use encrypted credential management, NDAs are standard, and all VAs are trained on data privacy best practices for insurance agencies.
VAs work during your business hours. Whether you need coverage for Eastern, Central, or Pacific time zones, we match accordingly.