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About Us

Established in 2021 by Jason Cass and Travis Etheridge, Virtual Intelligence has emerged as a pioneering solution to address the pressing staffing needs within the insurance industry. Driven by a vision to streamline agency operations, the duo embarked on a journey to provide insurance agencies with highly skilled virtual employees capable of handling crucial aspects of their day-to-day functions.

In the initial phases, Cass and Etheridge focused on training a select group of virtual employees to collaborate with their three-location agencies situated in Southern Illinois. Word spread throughout the industry, leading to an increasing demand for Virtual Intelligence’s specialized services.

As the demand surged, Virtual Intelligence expanded its reach, extending its support to numerous other insurance agencies seeking assistance. The company’s unique approach involves not only training virtual employees but also rigorously testing, strategically placing, and providing on-site shadowing within agencies. This comprehensive process ensures that virtual employees seamlessly integrate into an agency’s workflow, bringing a high level of competence and efficiency to the table.

Virtual Intelligence has positioned itself as a crucial player in reshaping how the industry approaches workforce management and operational efficiency. As the company continues to grow, it is likely to play a pivotal role in shaping the future of virtual staffing solutions within the industry.

How We Help Your Agency?

Virtual Intelligence offers indispensable support to insurance agents grappling to seek a solution to boost operational efficiency. Our unique value proposition is anchored in three distinct pillars: Intelligence, Training, and Security.

Intelligence forms the cornerstone of our approach, ensuring that virtual employees possess the expertise and acumen required to seamlessly integrate into insurance agencies’ operations. This intelligence-driven approach enables VI to provide insurance agents with personnel who not only understand the industry’s nuances but can also contribute meaningfully to agency workflows.

The company’s commitment to training further distinguishes us as a leader in the field. Recognizing the evolving demands of the insurance landscape, we invest in comprehensive training programs that equip virtual employees with the latest industry knowledge and skills.

In an industry where data protection and confidentiality are paramount, we place a high premium on implementing robust security measures. Insurance agents can trust us to handle sensitive information with the utmost diligence, safeguarding client data and ensuring compliance with regulatory standards. This commitment to security not only establishes trust but also positions us as a reliable partner for insurance agencies navigating the complex landscape of data protection and privacy.

By addressing the unique challenges faced by insurance agencies, we empower agents to focus on their core competencies while confidently delegating critical operational tasks to trained and secure virtual employees. As the demand for specialized services continues to rise, our commitment to excellence in intelligence, training, and security positions it at the forefront of reshaping the landscape of insurance agency support.

Our Team

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Davie Holt

President

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Jason Cass

Chief Executive Officer

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Travis Etheridge

Chief Financial Officer

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Michael Cruz

Chief Operating Officer

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Mitch Gibson

Chief Technology Officer

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Daniel De La Hoz

Chief Technology Officer

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May Paragoso

Managing Director- Philippines

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Juan Rueda

Managing Director- Colombia

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Marvin Cuenca

VP- Finance

Book A Free Consultation

Are you ready to learn more about how our services can help you boost your agency’s efficiency and increase your bottom line? Book a free consultation below.