Agency Intelligence

Agency Intelligence


Agency intelligence podcast, is your top insurance podcast with two unique series that let you hear from and learn from both agency owners and industry influencers. Agents Influence is your weekly guide to the latest and greatest thought leaders the industry has to offer. Agency Intelligence covers real data from real agents in real agencies.

In this special episode of Agency Intelligence podcast, Jason Cass and Travis Etheridge are guests at the Insurance Hacks webinar where they chat with Brad Ruben, of Archway Computer, about how Virtual Employees (VE’s) are changing the game when it comes to handling unlicensed tasks in your agency.

Episode Highlights:

  • Brad shares his background, what Archway Computer does for independent insurance companies, and the Insurance Hacks webinar’s goal. (1:11)
  • Jason Cass and Travis Etheridge discuss how they got into the insurance industry. (5:40)
  • Jason explains why they decided to form a Virtual Employee (VE) firm and how they plan to influence the independent agent’s thinking in the future. (8:00)
  • Jason explains why he is prepared to pay more and treat his company’s VE’s better. (10:32)
  • Jason and Travis talk about how fantastic their company’s VE relationship and culture are. (14:05)
  • Jason discusses what made him realize that he didn’t need licensed employees doing unlicensed tasks. (19:38)
  • Jason mentions that InsurTechs aided the insurance industry in sales, prospecting, and CRMs. However, Indietech 2.0 will assist insurance professionals from the time the policy is sold until they cross sell. (22:29)
  • Jason explains that their VE’s know how to read a contract, how to look at it, and how to prepare it for the Senior Account Manager to review. (24:41)
  • Jason explains that Indietech 2023 will be different, with a trade show, four stages on each side, and demos every 30 minutes. (28:21)
  • Jason explains why they don’t have onshore virtual or multilingual employees. (29:57)
  • Jason and Travis explain why agents who want to be treated as professionals should begin acting as such. (30:56)
  • Jason describes the Virtual Intelligence training procedure with its employees to ensure they can manage the tasks efficiently when placed in an agency. (37:56)

Key Quotes:

  • “If we can educate the independent agent on the questions they should ask, they’re going to start making better decisions. And these people who are taking advantage of independent agents are going to be put out of business and that’s a good thing.” – Jason Cass
  • “If you need help in your office, stop thinking of licensed people. Get your people together and say, what are 25% of the jobs that you do every day that you hate doing and you don’t need to be licensed to do? Then write them down. And you now know what you need a VE to do. And now your staff is freed up and you’re actually paying half the cost to get the person who’s going to do a better job.” – Jason Cass 

Resources Mentioned: