In this episode, Nick Berry sits down with Austin Moorhead from Lava Automation to discuss the power of virtual assistants (VAs) and remote hiring in the insurance industry. They dive into the challenges agencies face when integrating offshore staff, from workflow creation to hands-on training and communication.
Austin breaks down common misconceptions about VAs and explains how they can handle unlicensed tasks, freeing up licensed agents for more complex work. He shares best practices for onboarding, daily check-ins, and using tools like Tango and Loom to document workflows effectively. The conversation also highlights TurboDial, a new phone system integrated with AgencyZoom accounts, designed to improve remote communication. Austin offers insights into Lava Automation’s hiring process and how they help agencies find the right candidates for their teams.
If you're considering VAs or expanding remote operations, this episode is packed with practical advice to help you get started!
