Description

In this episode of the Insurance Perspectives podcast, host Kenny Hendricks speaks with Dominic Piccirillo, co-founder of Elevate Teams, and Gail Crozier from Woodland Park Insurance Services. They discuss the role of virtual assistants in the insurance industry, the importance of data ownership and security, and the challenges and successes of integrating virtual assistants into insurance agencies. The conversation highlights the value of building relationships and the positive impact of virtual assistants on agency efficiency and employee satisfaction.

Takeaways

• Elevate Teams provides high-quality virtual assistants for insurance agencies.
• Happy employees lead to happy customers and increased referrals.
• Training and integration of VAs require effort but yield significant long-term benefits.
• Building strong relationships with VAs can lead to meaningful connections.
• The vetting process for Elevate Teams ensures high-quality talent.
• Effective communication and training are key to successful VA integration.

Learn more about Elevate Teams:
https://elevateteams.io/
https://www.linkedin.com/company/elevate-teams/
https://www.instagram.com/elevateteams.io/

To get in touch with today's guests, reach out below:

• Dominic Piccirillo (click here)
• Gail Crozier (click here)

More information about Woodland Park Insurance Services:
https://www.wpins.com/
https://www.facebook.com/WoodlandParkInsurance
https://www.linkedin.com/company/woodland-park-insurance-services/

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If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com.

For more information on HawkSoft, visit:
https://www.hawksoft.com/
https://www.facebook.com/hawksoft
https://x.com/HawkSoft
https://instagram.com/hawkSoft

Intro/Outro music by Denys Kyshchuk from Pixabay