How to Choose Insurance Virtual Staffing in 2026

BY ATHENA PAGE   If you're comparing virtual staffing for insurance agencies, start with four questions: Does the provider understand insurance workflows? Can the Virtual Employee work securely in your systems? Can they communicate clearly during your business...

What Can a Virtual Employee Actually Do? Here’s the Honest Answer

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...

You Hired a Virtual Employee. Now What? How to Train, Manage, and Get Real Daily Value From Your Virtual Employee

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...

Bots Are Not Replacing Your People. Stop Hoping They Will.

"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...

The Job You Signed Up For

"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...

How to Compete with the Big Direct Carriers When You’re a Small Shop

"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...
IMO, The Best VE Companies Are…

IMO, The Best VE Companies Are…

2022  is the year of the virtual employee The industry name for this workforce is VA, meaning virtual assistants. In my personal experience, they are more than assistants. They are employees and my agency could not operate as it does without them. Therefore, in this...

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The Questions to Ask A VE Company

The Questions to Ask A VE Company

Clarification: Companies refer to them as Va’s (virtual assistants). I feel that their value to our industry and country is equal to my other employees, therefore we refer to them as VE’s (virtual employees).  You don’t know what you don’t know and hiring a VE is not...

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