Virtual Intelligence

Happening Today at PIA of Florida's Annual Meeting 2025!

Jason Cass and Davie Holt will be attending PIA of Florida’s Annual Meeting and Trade Show at The Shores Resort and Spa in Daytona Beach, FL, on March 12-13, 2025! ??Jason Cass, CEO of Virtual Intelligence, will be speaking on March 13th. Don't miss his insights! ?? Davie Holt, President of Virtual Intelligence, will be attending and would love to meet and connect with you at the event. Join us for networking, learning, and industry insights. See you there!

The Virtual Assistant model? It's outdated. Agencies need more than just task-doers - they need team members who understand the business and help it grow. That’s where Virtual Employees (VEs) come in. ? Pre-trained in insurance before they start ? Skilled in your AMS & CRM from day one ? Fully integrated team members, not just assistants ? Tech-savvy problem solvers ? Ready to answer client calls in 30 days It’s time to ditch the old VA mindset and embrace the new model of VEs.

Join Virtual Intelligence for a power-packed AI webinar to help insurance professionals automate and optimize their workflow. Learn AI-driven strategies for sales, proposals, task management, and training from industry experts. Gain insights from Davie Holt, Jason Cass, Mitch Gibson, and Michael Cruz. Boost productivity, streamline operations, and work smarter with AI. ?? Date: March 18th, 2025 ? Time: 2:00 PM EST | 1:00 PM CST ? Reserve your spot now: https://hubs.ly/Q039xLxK0 And remember, just like in the Hangover movie...What happens in this webinar, stays in the webinar. ?? Drop a ?? in the comments if you're attending! #webinar #ai #insurance #sales #tasksmanagement #training #virtualemployee #virtualintell

Check out this new episode of The Scratch Agency Podcast with our COO Michael Cruz as he breaks down the essentials of sales success! Michael shares his insights on building a strong and consistent sales process. ??Watch here: https://bit.ly/3FfHqkB ??Listen here: https://spoti.fi/4h7Vudh #podcast #salesprocess #virtualemployee #virtualintell

Eeyores cling to tasks and stay overwhelmed. Tiggers use Virtual Employees (VEs) to scale, sell more, and focus on growth. Most agencies don’t need more people—they need smarter delegation. Your customers need you for strategy, not paperwork. Free your team with VEs so producers sell more and service teams stay proactive. Are you delegating the right way? Read more here: https://bit.ly/3EZyK1L #webinar #clientsuccess #agencysuccess #virtualemployee

The Virtual Intelligence leadership team travels to Barranquilla, Colombia this February 27th through March 3rd for the 2025 Carnaval! ?????? ?? Davie Holt, Mitch Gibson, Travis Etheridge, Michael Cruz, and Jason Cass will not only go to Carnaval, but we are going to BE IN the Carnaval parade! That's right, we are humbled to be invited! Next year, we hope to take you with us. Leave a comment if you want to tag along! ?? #barranquilla #Carnaval2025 #VirtualIntelligence #virtualemployees #carnavalparade

Happy Valentine's Day!

Meet Nico – Our Newest Team Member! We’re excited to welcome Nicolas Rueda to the team! With a background in sales, customer service, and business development, Nico is also a HubSpot expert with strong AI and problem-solving skills. Virtual Employees are game-changers, and Nico is proof. He’s been working behind the scenes and will be connecting with many of you soon. Join us in welcoming him to the team and the insurance industry! Interested in hiring a business development specialist or chief of staff? Book a demo—link in the comments! ↙?

Kick off this Valentine’s season with Kelly Donahue-Piro as she shares 12 strategies to show your clients how much they mean to you. ?? Join us on February 5th for a special webinar and discover how you can build stronger connections, boost loyalty, and make your clients feel truly appreciated! ??Reserve your spot now: https://bit.ly/4gakaBq