top of page

Virtual Assistant intake form 

Ever been declared bankrupt?
Yes
No
Ever been involved in a company or business which became insolvent or subject to any form of insolvency or voluntary administration (e.g. liquidation or receivership)?
Yes
No
Been convicted of any criminal offence within the past 5 years (other than minor traffic convictions)?
Yes
No
Been liable for any civil offence or pecuniary penalty (exceeding $5,000)?
Yes
No
Have you or any proposed insured person ever had this type of insurance refused (including renewal), cancelled, avoided or an application or proposal declined, or had special terms imposed?
Yes
No

*important if you are servicing any clients in the United States of America

This question is required. If you have an up-to-date Linked-In Page, please provide the URL to this.

Will you be doing any Retreats, Workshops or Seminars
Yes
No

Please Note; unless selected as yes, any Retreat, Workshop or Seminar will not be covered

Are standard forms of contract or terms of engagement always used
Yes
I will implement
Are verbal reports or advice always confirmed in writing?
Yes
I will implement
Are the scope of professional services to be performed always clearly set out in the contract or terms of engagement?
Yes
I will impliment
Do you assess your organisation against the Essential 8 model at least annually, and confirm you comply to a minimum of Level One maturity?
Yes
I will impliment

Ie, Use multi factor authentication (MFA) on important accounts.

Keep computers, servers and software up to date with security patches.

Restrict administrator access so only those who need it have admin rights.

Only allow approved applications to be installed. More points can be checked at: https://www.cyber.gov.au/business-government/asds-cyber-security-frameworks/essential-eight/essential-eight-maturity-model

Do you deploy an active business grade firewall and business grade antivirus application?
Yes
I will impliment

Thank you for reaching out for some options on your Virtual Assistant Business Insurance needs.

 

Our base price for Cyber, Professional Indemnity and Public Liability Cover

total around $1,000 based on the general duties of a Virtual Assistant.

We have Monthly Payment options available also.
 

We do need a little more information before we can calculate you a formal quote, as every Virtual Assistant does have different circumstances and the above premiums can alter.

Please complete the following quick questionnaire for us to gather all the relevant information required.

If you have any questions, require any additional insurance than noted above, or would prefer to speak with us directly, please don’t hesitate to contact us.

bottom of page