How Virtual Assistants Transform Your Agency
If you feel like you're wearing every hat in your agency, this live workshop will show you how virtual assistants can help you create more capacity, keep important work moving, and free yourself up for higher-value work.
Free for insurance agents and agency owners
The agency struggle is real
Wearing Every Hat
Sales, operations, marketing, admin — all on your plate, all at once.
Time Is the Bottleneck
Your ideas are not the limit. Your hours are.
Trading Hours for Dollars
Too many agency owners stay stuck in the work instead of scaling above it.
This workshop is designed to help you step back, see what is actually holding your agency back, and start thinking differently about support, systems, and scale.
What you'll walk away with
- A clearer picture of what a virtual assistant can actually do in an insurance agency
- A better understanding of which daily responsibilities can be delegated
- Real examples of how VAs can support your CRM, follow-up, and operations
- A practical way to start moving from overloaded operator to agency leader
- A simple framework you can use to identify what to hand off first
Not theory. Practical agency application.
This is not a generic outsourcing talk. It is a practical training built around real agency operations — including lead follow-up, CRM management, marketing coordination, automations, document organization, and daily prospecting.
You'll see how delegation is not about losing control. It's about creating consistency and buying back strategic time.
Who's leading the training
Alex Branning
Alex Branning is the founder of Agent CRM, which he grew to thousands of insurance agents without building a big local payroll. Instead of hiring locally, he built his support, marketing, and operations teams from a global talent pool — and he'll share exactly how that decision let the company scale faster and stay lean.
Tyler Woodall from ScaleOps
Tyler Woodall will lead the teaching and share how virtual assistants can become a true extension of your agency team — not just task help, but operational support that helps the business grow.
This workshop combines practical insurance-agency operations with hands-on experience in building support systems that scale.
This workshop is for you if...
- You feel like your agency depends too much on you
- You are juggling sales, service, admin, and operations
- You know things are slipping through the cracks
- You want more growth without more burnout
- You are curious whether a VA could help, but you want a clearer picture before making a move
Reserve your spot
Join us live on August 26 for a practical conversation about how virtual assistants can help transform the way your agency runs.
Common questions
Is this only for Agent CRM users?
No. This workshop is designed for insurance agents and agency owners whether or not they already use Agent CRM.
Will this be practical or just general advice?
Practical. The training is focused on real agency operations and real examples of what can be delegated.
Do I need to already have a VA?
No. This workshop is a good fit whether you are just exploring the idea or already thinking about how to use support more effectively.
Will there be a replay?
Yes. A replay will be sent to everyone who registers, so sign up even if you cannot attend live.
Your agency does not have to keep running on your personal capacity alone.
If you are ready to think more strategically about support, delegation, and growth, save your spot for this live training.
Save My Spot