Agency Rescue Webinar: Real Fixes for Real Problems

Running an insurance agency today is anything but simple. Whether you’re juggling personal and commercial lines, hiring staff, managing renewals, or buried in emails, growth can often feel like chaos. But for Lauren Burleigh of Full Sail Insurance and Enrique Cepero of Erb and Young, the chaos became manageable—and scalable—when they embraced a new model of support: Virtual Employees (VEs) through Virtual Intelligence.

This wasn’t about “rescuing” failing agencies—it was about unlocking hidden potential through mindset shifts, strategic delegation, and customized support.

The Rescue Mission: Why Agencies Need More Than Just a VA

Davie Holt kicked off the webinar with a light-hearted Bar Rescue reference, setting the tone for a high-energy discussion that mixed humor, heart, and hard truths. From that foundation, he explained what makes Virtual Intelligence different from other staffing solutions: it’s not just placement, it’s partnership.

Rather than simply handing agencies a VE and walking away, the Virtual Intelligence team works hands-on with agency owners to:

Understand their unique workflows

Solve problems in real time

Provide proactive consulting and system building

Train and adapt VEs to suit the agency’s DNA

Lauren’s Story: Scaling from Scratch With Strategic Support

Lauren Burleigh launched Full Sail Insurance in January 2024. Despite a strong book of business and personal lines expertise, she quickly realized growth required more than hustle—it required help.

“I couldn’t free up my mental space to focus on sales,” she said. “Even with one VE, I was still swamped.”

Her turning point came when she partnered with Virtual Intelligence. Through weekly strategic planning calls, she learned how to structure tasks, onboard effectively, and let her VEs evolve into roles based on their strengths. One VE even helped convert a Spanish-speaking prospect through a 45-minute call—a testament to the cultural and skill-based versatility of the talent provided.

Enrique’s Experience: Building Capacity for Commercial Lines

Enrique Cepero runs the commercial-focused Erb and Young office in Weston, Florida. He and his wife Eva were already running lean, but after acquiring a new book of business, the cracks began to show.

“We were growing, but we were also risking service breakdowns,” Enrique shared.

With help from Virtual Intelligence, they restructured their backend—splitting renewals and service tasks between Eva and their VE, Leslie. This assembly-line approach significantly improved turnaround times and ensured clients got the proactive service they deserved.

“We didn’t want our VE to just be some faceless help overseas. She’s on all our calls. She’s a real part of our team.”

Key Takeaways

Mindset Shift Required
Hiring a VE isn’t about offloading busy work—it’s about building a system that scales. Agency owners must be willing to invest time in onboarding and process design.
Flexibility Wins
Both Lauren and Enrique discovered that what they originally planned for their VEs changed over time. The best outcomes came when they adapted roles based on real strengths and evolving needs.
Training = Empowerment
Teaching insurance concepts—not just tasks—is critical. Both agencies used carrier resources and weekly team calls to bring VEs up to speed, ensuring long-term effectiveness.
You’re Not Alone
With Virtual Intelligence, agency owners get access to a support team that includes experienced agents, tech consultants, and a robust learning management system—ensuring you’re supported every step of the way.

Call to Action: Ready to Rescue Your Agency?

Whether you’re a solo agent with a growing book or an established agency looking to scale smartly, Virtual Intelligence can help. From tailored VE placements to hands-on consulting and tech support, we’re here to help you build a business that runs smoother, grows faster, and serves better.

Let us help you stop putting out fires—and start building a scalable, sustainable agency.

What’s Next?

Missed the webinar or want to dive deeper into topics like this? Stay tuned for upcoming Virtual Intelligence webinars.