Describe the work beyond the job title
List inbox management, bookkeeping support, marketing, scheduling and any specialist work separately. Note client locations and subcontractors. Ask how the provider treats allegations of errors, missed deadlines and responsibility assumed by contract; the title virtual assistant may be too broad.
Which services are accepted, and which need separate review?
Check promises before accepting them
Identify indemnities, liability caps, insurance clauses and performance guarantees. A client contract may create obligations that a policy does not accept. Bring the actual wording to the provider and seek suitable contractual advice where needed rather than promising every loss is insured.
Do any contract promises go beyond the proposed protection?
Make the next conversation useful
Bring the current documents and explain any changes. These details are a useful starting point:
- Service list and client contracts
- Client locations and annual revenue
- Account-access and security practices
Ask the provider to connect its answer to the actual policy or eligibility terms, including exclusions, dates and reporting conditions. Keep the confirmed answer with the offer.
Sources & further reading
General insurance principles and the jurisdiction-specific references below support further reading. Examples are illustrative; individual policy terms require provider confirmation. Content updated October 11, 2026.