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...
When most people think about agency success, they imagine top producers, sales growth, or leadership strategies. But in this special webinar, Jason Cass and Michael Cruz of Virtual Intelligence revealed a different formula for sustainable success. They call it...
When most people picture agency success, they think of producers closing deals or owners leading strategy. But the truth is, the real superheroes often go unseen. They’re the ones issuing COIs, handling renewals, fielding client calls, and keeping operations...
Mitch Gibson didn’t sugarcoat it. “Most agencies are duct taped together behind the scenes.” That’s how this webinar began, with a brutally honest (and all-too-familiar) description of what many agencies look like under the hood: overlapping tech, bloated costs, no...
Most agency owners start out as the hero—the go-to person for every decision, every client, and every fire that needs putting out. But over time, this heroic approach becomes your biggest bottleneck. In this webinar, Michael Cruz shares a step-by-step framework to...
In a time when inboxes overflow, service teams are stretched thin, and most agency systems don’t talk to each other, it's no wonder that growth feels harder than ever. But what if the problem isn’t the work itself? What if it's the structure behind it? This is...
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 Technology Officer, Mitch Gibson, relies on a highly skilled Virtual Executive Assistant...
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...