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Virtual Intelligence

You don't need a virtual assistant. You need a virtual employee. Insurance trained and tested.

10/09/2026

How are insurance virtual assistants actually trained? 🎓

At VI, every Virtual Employee is assessed across 8 insurance badge areas: phone handling, quoting support, policy servicing, endorsements, claims support, financial operations, underwriting and property research, and office operations.

Every single one maps directly to work that happens inside an independent insurance agency every day. And when your Virtual Employee has a question about processing an endorsement, they're asking people who focus only on insurance.

That's the difference between a virtual assistant and a Virtual Employee. Watch the full video with Jason Cass 👉 https://hubs.li/Q04zG6jR0

10/07/2026

Meet the people behind Insurance Horror Stories 👻

Mitch runs four companies, a baseball team and his entire personal life with one Virtual Employee. Joe built the software that kills 120 repeat questions per submission. Athena brings the crew who runs all of it.

Swipe to meet them, then come watch us kill four agency nightmares live on October 14.

🗓 Wed, Oct 14 at 2 PM ET
🎃 Free, 45 minutes, live Q&A

Register here: https://hubs.li/Q04ztX650

10/01/2026

Searching for a virtual assistant for your insurance agency? Here's why that's not quite the right question, and what to look for instead.

Our partnership with BrightFire pairs a trained virtual employee (someone who actually knows your AMS and carriers) with a website and forms that feed your agency's management system directly. VI handles the human side, BrightFire handles the technical side, and the value compounds when you use both.

We broke it all down in our recent fireside chat with Michael Cruz, plus the full recording.

Read it and watch here: https://hubs.li/Q04yXspC0

09/30/2026

Insurance paperwork is the real horror story. 👻

You type the same 120 questions into every ACORD, the dec pages are still waiting for you at 9:30 at night, and then the carrier portal asks you to do the whole thing again.

On Oct 14 we're teaming up with Sembley to kill four of those nightmares live on screen. Not theory, not a slide about efficiency. Real submissions, fixed in front of you.

Your team clocks out, ours works the graveyard shift.

🎤 Hosted by Mitch Gibson, VI's CTO and an insurance agent himself, with Athena Page from VI and Joe Ems, co-founder of Sembley.

🗓 Wed, Oct 14 at 2 PM ET 🎃 Free, 45 minutes, live Q&A, plus a treat at the end.
Register here: https://hubs.li/Q04yL4WS0

09/28/2026

Producers usually know exactly which clients only have one policy with the agency, that part isn't the problem.

The problem is nobody has twenty minutes to run the quote, because there are eleven certificates in the queue and a renewal due Friday. So it doesn't happen, and two years later that client is somebody else's.

Book a demo with Athena: https://hubs.li/Q04yr-J90

09/23/2026

The agency down the street isn't better than you, they're just easier to find (and yes, we are talking about your marketing)!😬

Everything you're good at is invisible to someone who hasn't met you yet.
4 checks you can run in 10 minutes to see whether a stranger could find you at all. The fourth one catches almost everyone.

We're breaking it down live with BrightFire today at 2PM EST: https://hubs.li/Q04y6Fl60

Which one would you be least comfortable running right now? 👇

09/17/2026

This week is National IT Professionals Day, and our Tech Team is one of the biggest reasons VI runs the way it does.

They crossed 1,000 tickets resolved last month, and the count keeps climbing. That's 1,000+ times someone got what they needed and kept moving.

Thank you for everything you do. 💙

09/16/2026

Six weeks in and you find out the person you hired has never touched an AMS.

That's not a staffing problem. That's a research problem, and it's an expensive one.

We put together the 7 things to check before you sign with any virtual staffing provider: workflow knowledge, training depth, AMS and carrier portal experience, security, communication, backup coverage, and whether they can grow with you.

Swipe through the 7 👉

Which one would you have skipped? Tell us in the comments.

Full article here: https://www.linkedin.com/pulse/7-things-check-insurance-staffing-provider-virtualintell-paj9e/?trackingId=GEOADmL8IIKzUoQS8oQQUA%3D%3D

09/15/2026

Meet the team behind our Fireside Chat 🎙️

Spencer Breidenbach (BrightFire), Strategic Partnerships Manager, helping independent agencies find the technology that actually makes a difference.

Athena (Virtual Intelligence), VI's Head of Sales, matching agencies with trained Virtual Employees who take real work off their plate.

Michael Cruz (Guest), VI's COO and a working agency owner since 2016, now backed by his own team of Virtual Employees, sharing the story firsthand at Foresight Insurance.

Three perspectives, one conversation: how to scale without doing it all yourself.

📅 Wednesday, September 23 | 2:00 PM EST | 45 minutes
Save your spot: https://hubs.li/Q04xzbWL0

09/09/2026

The reason a virtual assistant usually doesn't stick at an insurance agency isn't the person. It's that certificates, endorsements and carrier follow-up look like admin work and aren't.

We wrote up the difference between a virtual assistant and a Virtual Employee, what each one is actually good for, and how to compare the real cost instead of the hourly rate.

Check our latest blog: https://hubs.li/Q04x2HNM0

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