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 handle busy work. They need someone who actually understands the business, knows the systems, and helps the agency grow.
That’s where virtual employees (VEs) come in. This isn’t just a new name for the same old thing. This is a complete shift in how agencies handle remote staffing, built by agency owners who know exactly what works and what doesn’t.
So, what makes a virtual employee different? Let’s break it down.
1. They Know Insurance Before They Start
Hiring a VA usually means spending weeks—if not months—teaching them the basics. What’s a deductible? What happens at renewal? Why does a policy change matter?
With a VE, you’re not starting from zero. They go through an 8-week training program before they ever set foot in your agency. They learn insurance fundamentals so they can actually contribute from day one. That means less time explaining the obvious and more time getting real work done.
Instead of hiring someone who needs to learn everything from scratch, you’re getting a team member who already speaks the language of insurance.
2. They’re Already Trained on Your AMS and CRM
Nothing slows down operations like onboarding someone who doesn’t understand your tools. You hire a VA, and suddenly, you’re stuck explaining how your AMS works, what your CRM does, and why certain workflows matter.
That doesn’t happen with a VE. Before they even join your team, they get trained on your specific AMS and CRM. That means they’re up and running from day one, no endless hand-holding required. You don’t have time to babysit, and with a VE, you don’t have to.
3. They’re Not Just Task-Doers—They’re Part of Your Team
A VA is just that—an assistant. They get tasks handed to them, they complete them, and that’s about it. They’re not invested in your business.
A VE is different. They’re a real part of your team. They know your culture, they understand your processes, and they actually care about helping your agency succeed. This isn’t just someone checking off boxes on a to-do list. This is someone who integrates into your business, understands the big picture, and helps move things forward.
If you want someone who just follows instructions, get a VA. If you want someone who actually contributes to your agency’s success, you need a VE.
4. They Make Your Tech Work for You
Technology should make life easier, but the reality is, most teams don’t use it to its full potential. Maybe it’s a lack of time. Maybe it’s a lack of training. Either way, it creates inefficiencies that slow everything down.
VEs are trained to optimize the technology in your agency. They handle the tasks that keep your licensed and unlicensed employees bogged down. Even better, they can train your staff on how to use the tools more effectively.
Instead of tech becoming an obstacle, a VE makes it an advantage. They don’t just know how to use your systems—they help your entire team use them better.
5. They Can Answer Calls and Talk to Clients
This is where things really change. Unlike VAs, who typically work in the background, VEs are forward-facing. Within 30 days of training, they’re ready to answer client calls and handle your agency’s 10 to 15 most common questions every single day.
That means fewer interruptions for your team and faster service for your clients. Instead of your licensed staff getting pulled into routine calls, your VE steps in and takes care of it.
The old VA model can’t do this. A VE can.
The Bottom Line
The VA model is outdated. It’s slow. It’s inefficient. It’s not built for agencies that want to grow.
Virtual employees are different because they’re built for the modern agency. They’re trained, efficient, and ready to work from day one. No babysitting. No wasted time. Just real results.
And this isn’t just a theory—hundreds of agencies are already using this model, and it’s working.
Ready to See the Difference?
If you’re serious about leveling up your agency, it’s time to ditch the VA mindset and embrace the VE model.
Click this link to schedule a one-on-one demo with Davie Holt. He’ll walk you through exactly how this works and why agencies everywhere are making the switch.
The old way is gone. The Virtual Employee is here to stay.