The same people who say “everyone should be licensed” are very often the ones burying their licensed staff in work that never needed a license in the first place. BYJASON CASS It's the question we get more than any other. An agency owner sits down with us, and...
Hiring a Virtual Employee is the easy part. The hard part is knowing what to do next. Most agency owners bring on a VE full of excitement and six months later, they're still doing everything themselves. Not because their VE isn't capable. Because no one taught them...
"If you can't manage people, you can't manage bots. You'll manage them worse." I keep getting emails from agency owners telling me they will not be hiring a virtual employee because they are taking a class to build their own bots. I read those emails and laugh...
"What gets licensed people buried isn't hard work. It's the wrong work." Go read the one-star reviews for almost any insurance agency. Not the fraud complaints. The ordinary ones. "Nobody called me back." "I left three messages." "Been a client nine years and I can't...
"I'm not trying to beat GEICO. I'm trying to be the call they make after GEICO lets them down." BY MICHAEL CRUZ Everyone keeps saying independent agencies are losing to GEICO and the direct carriers. The data says otherwise. The Big I's most recent market share report...
"Nobody calls their insurance agency because they want to talk to a bot. They call because something happened." BY JASON CASS Agency owners are stressed about AI right now. Should I automate? Will bots replace my team? Am I falling behind if I don’t move fast...
I’ve watched agencies get swallowed up because the owner refused to change. I’ve been in those rooms. I’ve had those conversations. Here’s what I know. BY MITCH GIBSON The First Step Has Nothing to Do With Technology I know that’s not what you want to...
Let me start with a warning. Most agencies don’t fail because they can’t sell. They fail because they can’t hold what they build. If that hits a little hard, it should. Because if that’s true, then growth isn’t your biggest problem. Sustainability is. This...
Most agency owners don’t struggle with whether they need help. They struggle with how to hire the right help without adding risk or losing control. This webinar explored how agencies can successfully hire and integrate Virtual Employees (VEs) in a way that reduces...