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Industry Solutions

Hire industry virtual assistant talent who know your vocabulary.

In some businesses a general assistant spends the first month learning the words. A front desk talks about referrals and eligibility. An IT team talks about provisioning and licenses. A roofer talks about estimates and adjusters. These roles skip that month.

Free consultation. Working with businesses in the USA, UK, Canada, UAE and Australia.

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Three industries, three vocabularies

What each specialist already knows, and where they stop

Each role has a clear edge. We set it with you before anyone starts.

  • Healthcare

    Healthcare Virtual Assistant

    • Appointment scheduling
    • Patient reminders
    • Insurance eligibility checks
    • Referral and prior authorization paperwork

    Administrative work only, so your clinical team can stay with patients.

    Stays with you: Clinical advice, treatment decisions and sharing clinical findings stay with licensed staff. If the assistant will see patient information, a Business Associate Agreement and privacy training come first. Confirm the details with your compliance officer.

  • IT

    IT Administrative Support Assistant

    • Account provisioning requests
    • License tracking
    • Onboarding and offboarding checklists
    • Vendor renewals

    The routine admin around your systems, tracked and chased to the end.

    Stays with you: Removing or changing access needs someone on your team with authority. The assistant keeps the checklist and follows up, but does not make access changes alone.

  • Roofing

    Roofing Virtual Assistant

    • Estimate follow-up
    • Insurance claim paperwork
    • Crew scheduling
    • Review requests after a job

    A common follow-up rhythm for open estimates is 48 hours, five days, then two weeks. Roofing software such as JobNimbus or AccuLynx is worth naming on the consultation.

    Stays with you: Pricing a job, negotiating a claim and signing off on finished work stay with you.

The talent

Pick the specialist for your trade

Everyone on your shortlist has been interviewed, skills-tested, reference-checked and English-tested. How vetting works.

Why hire

Why specialists start faster

A general assistant can learn any of this. A specialist already has.

  • 1

    Less explaining

    A specialist already knows what an eligibility check, a license audit or an adjuster visit is.

  • 2

    Clear limits from day one

    Roles that touch patient or access data come with the edges set before anyone starts.

  • 3

    Tools you already use

    We look for people who have worked in your kind of software, from practice systems to roofing platforms.

  • 4

    Your team stays on the real work

    Clinicians treat, engineers build and crews roof. The admin goes to someone else.

Skills

What we look for in an industry assistant

Each role has its own skills, so the list below mixes all three.

  • Healthcare scheduling and reminders

    Booking, confirming and rescheduling appointments, and sending reminders.

  • Insurance and referral paperwork

    Administrative support on eligibility checks and referral or prior authorization forms.

  • Account and license admin

    Tracking requests, seats and renewals in tools such as Microsoft 365, Google Workspace and Okta.

  • Onboarding and offboarding checklists

    Chasing every step to completion with the right owner.

  • Estimate follow-up

    Tracking open quotes and following up on a set rhythm.

  • Claim and crew coordination

    Photo uploads, adjuster appointments and crew calendars, in software such as JobNimbus or AccuLynx.

Software your assistant can work in

  • Microsoft 365
  • Google Workspace
  • Okta
  • Jira
  • JobNimbus
  • AccuLynx
  • Google Calendar
  • Zoom

Names show software your assistant can work inside, not official partnerships.

Plans

Part-time or full-time for your industry role

Volume of appointments, requests or jobs is the best guide.

Part-time

Suits a small practice, IT team or roofing crew with steady admin. About 20 hours a week, from $700 a month.

Full-time

Fits a busy front desk, a growing IT team or a company running several crews. 40 hours a week, from $1,400 a month. Roles that need deeper expertise start at $1,300 part-time.

See full pricing and what is included

Getting started

Your first 30 days with an industry specialist

  1. Week 1

    1.Scope and limits

    We agree exactly what the assistant can and cannot touch, and put in place any agreements your industry requires.

  2. Week 2

    2.Shadowing

    They work through your first tasks while you review each one.

  3. Week 3

    3.Routine tasks

    Reminders, checklists and follow-ups run on a schedule.

  4. Week 4

    4.Own the loop

    A weekly summary arrives, along with a list of what to hand off next.

An example timeline, not a contractual one.

Before you hire

Four mistakes to avoid when you hire for an industry role

These matter more here, because the work touches things with rules attached.

  1. 01

    Skipping the paperwork

    If patient or customer data is involved, sort out agreements and access before day one.

  2. 02

    Giving admin rights to start

    Keep access to what the task needs and nothing wider.

  3. 03

    Treating a specialist as a licensed professional

    They support the work. Licensed decisions stay with your licensed people.

  4. 04

    One role for three jobs

    Front desk, IT admin and crew scheduling are different jobs. Hire for the biggest one first.

Illustrative example

What it can look like

A small practice spends its mornings on reminders, eligibility checks and phone tag. After a few weeks with a healthcare assistant working inside agreed limits, the front desk is calmer and the clinicians are interrupted less.

A composite example, not a specific client.

Questions

Industry hiring, answered

Something else on your mind? Ask our team.

If your assistant will see patient information, a BAA is normally part of the arrangement, along with privacy training. Ask your compliance officer or counsel what applies to you, and tell us on the consultation so we scope the role around it.

Not on their own. Account changes should be made by someone you have authorized. The assistant keeps the checklist, raises the request and follows up until it is done.

They handle the paperwork flow: uploading photos, scheduling the adjuster visit, tracking payments and keeping the homeowner updated. They do not negotiate the claim.

A general assistant can do many of these tasks, but you will spend the first weeks explaining terms and tools. If your work has its own vocabulary, a specialist starts faster.

We would not suggest it. The vocabulary and tools differ, and the value of a specialist is knowing one area well.

You decide what the assistant can open, and we put the limits in writing before anyone starts. Tell us on the consultation what rules apply to you.

Ready to hand off the work you keep putting off?

Share the role and get your shortlist within 24 hours, or talk to our team first.

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