The Essential Role of a Virtual Executive Assistant in Your Agency
In the fast-paced world of insurance and technology, efficiency and organization are critical to success. At Virtual Intelligence and The Insurance Alliance, our Chief...
Meet GAIL – The Newest Receptionist at Virtual Intelligence
Say hello to GAIL, our newest team member here at Virtual Intelligence—and the first voice you’ll hear when you call or message us! GAIL isn’t...
Streamlining Your New Business Pipeline: The Power of Technology and Automation in Agency Operations
In a recent webinar, I walked through the importance of building an efficient new business pipeline using AgencyZoom, RiskAdvisor, and automation. The goal? Eliminate duplicate...
12 Service Strategies To Make Your Clients Feel Loved with Kelly Donahue-Piro
Great customer service isn’t just about answering calls and solving problems—it’s about building trust, showing empathy, and making every client interaction a meaningful one. In...
Say Goodbye to Virtual Assistants – Meet the Virtual Employee
The virtual assistant model? It had its time, but let’s be honest—it doesn’t cut it anymore. Agencies don’t just need someone to check emails and...
Pumpkin Spice and Pipeline Advice Mitch Gibson’s Thanksgiving CRM Special
The Thanksgiving season calls for reflection and gratitude, but at the “Pumpkin Spice and Pipeline Advice” webinar, Mitch Gibson and the Virtual Intelligence team delivered...