"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...
Rethinking the “Cheap Labor” Narrative in Virtual Staffing The conversation around virtual staffing is often framed incorrectly. International staffing is often reduced to one idea: cheap labor. That framing misses the actual business problem. Across the...
How Insightful Supports Smarter Staffing Decisions Visibility is one of the core challenges in managing remote teams. Not visibility into effort, but visibility into structure. How time is allocated. How workloads are balanced. Whether scheduled hours align...
In this session, Jason Cass, CEO of Virtual Intelligence and owner of The Insurance Alliance, joined Farmers agent Trisha Roberts and VI Head of Sales, Athena Page, to break down exactly how Farmers agents can hire, onboard, and fully integrate a VE into their agency....
Most agencies use Microsoft 365 every day, but only at the surface level. Email. Chat. Maybe a shared file or two. What many do not realize is that the tools they already pay for can organize their entire business, improve collaboration, and cut down the chaos that...