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 throwback episode of Agency Intelligence podcast, host Jason Cass discusses how he got involved in the Virtual Employee industry with Virtual Intelligence, how VE’s help the insurance industry in particular, and how to know that you are getting the right VE’s.

Episode Highlights:

  • Jason explains that a VA is a Virtual Assistant and VE is a Virtual Employee and mentions the key difference between them. (3:08)
  • Jason shares how what the agricultural business went through in the past is similar to what is happening in the industry today. (4:40)
  • Jason mentions two things people should think about when it comes to their agency and process, which are licensed and unlicensed tasks. (9:20)
  • Jason shares about some of the great virtual companies that are available like Cover Desk, Savvital, and Lava Automation. (13:19)
  • Jason shares what led him and his business partner, Travis Etheridge, to start Virtual Intelligence. (16:31)
  • Jason explains that it is the people, process, and protection that are the key components of Virtual Intelligence that make them a great VE company. (21:10)
  • Jason explains why people are doing a disservice to both themselves and to the ones they hire when they hire directly instead of using a service. (25:37)

Key Quotes:

  • “That’s why you get VE’s who don’t just listen to what you say. They’re actually able to take something and continue on if they run into an obstacle, able to think for themselves, able to hear the problem that a client has and able to offer a solution without being told everything to do. These people cost money.” – Jason Cass
  • “Right now we’re not selling on how great our VE’s are. People are buying from us because they’re buying in the trust of Jason Cass and the fact that I’m going to deliver a good product to them.” – Jason Cass
  • “As I’ve said before, it’s the greatest industry God ever created because it’s allowed me to meet people that I never thought that I’d meet. I’ve gone places that I never thought that I would go. And I’ve given my family the life that I never thought that I could give them.” – Jason Cass

Resources Mentioned: