On-Demand Vault

Let's Talk Outsourcing with Lava Automation

Written by Casey Nelson | April 10, 2025

Rundown

Lava Automation is streamlining insurance agencies with a smart combo: an all-in-one CRM and 300+ virtual assistants based in the Philippines. The goal? Boost efficiency and cut staffing costs without compromising service.

The Context

  • CRM platform integrates with web forms and existing tools to optimize workflows.
  • Virtual assistants handle insurance and CRM tasks, offering a cost-effective labor solution.
  • Future launches include custom Zoom dashboards and a new version of the VoIP system, TurboDial.

Why it Matters

Lava’s model—tech first, offshore second, U.S. staff last—is a blueprint for leaner, smarter agency operations. This mix of automation and virtual support could be a game-changer for insurance agencies looking to stay competitive without inflating payroll.

Log in and watch now to see how Lava Automation can work for you!