Description

In this episode of the Insurance Perspectives podcast, host Kenny Hendricks speaks with Gail Crozier, Chief Operations Officer of Woodland Park Insurance Services, and Dominic Piccirillo from Elevate Teams. They discuss the transition of Woodland Park to a fully remote agency, the integration of virtual assistants, and the significant impact Elevate Teams has had on their operations. Gail shares her journey in the insurance industry and how Elevate Teams has helped streamline processes and improve customer service. The conversation highlights the importance of treating team members well and the value of building a supportive work environment.

Takeaways

• Elevate Teams provides high-quality virtual assistants for agencies.
• The agency has grown significantly despite challenges in California.
• Gail emphasizes the importance of a supportive team environment.
• Virtual assistants handle non-licensed tasks, allowing agents to focus on sales.
• Elevate Teams offers continuous learning opportunities for their VAs.
• Gail values the integration of VAs into her agency's culture.

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

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

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

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

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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