Features & Quick Stats
Key Features
- Premium and Commission Management
- Policy Management
- Renewal Processing
- Certificates of Insurance Management
- Customer Service and Processing
- Data Entry
- Quoting and Re-Quoting
- Client-Facing Virtual Employees
- Back Office Virtual Employees
How Virtual Outsourcing Solutions Helps Independent Agents & Brokers
Virtual Intelligence revolutionizes staffing in the insurance sector by offering more than just virtual assistants; we provide Virtual Employees. Unlike typical VA companies, our approach is deeply rooted in the insurance industry, founded by an actual agency owner, Jason Cass. This unique perspective ensures our Virtual Employees are fully integrated team members, working full-time within your agency's schedule. They're named, dedicated, and aligned with your workflow, standing out in a crowded market by prioritizing technology and agency-specific processes. At Virtual Intelligence, we don't just fill positions; we enhance your team's capability with values that prioritize long-term integration over temporary assistance, all driven by our foundation in real-world agency experience.
Partnerships
RiskAdvisor, Agent Brokers United, Agency Intelligence, Scratch Agency Podcast