Davie Holt on Virtual Employees in Insurance Industry | Connected Conversations

In this episode of Connected Conversations in Insurance, host Nick Berry welcomes Davie Holt, president of Virtual Intelligence. Davie shares insights on the role of virtual employees (VEs) in the insurance industry, addressing common misconceptions and emphasizing the importance of proper training and integration. The conversation covers best practices for hiring VEs, the challenges and benefits of outsourcing service tasks, and the broader economic factors driving the adoption of VEs. Davie also discusses how Virtual Intelligence ensures cybersecurity and compliance while providing high-quality staffing solutions to insurance agencies. Tune in to learn about the human element of virtual employees and how they can enhance efficiency and growth in insurance operations.

00:00 Introduction and Initial Frustrations

00:39 Guest Introduction: Davie Holt

02:05 Reframing Virtual Employees

04:58 Economic Realities and Outsourcing

09:18 Challenges and Misunderstandings in the Industry

13:14 Best Practices for Hiring Virtual Employees

24:17 Addressing Staff Concerns and Misconceptions

26:16 Overcoming Objections to Virtual Employees

26:49 The Economics of Labor in Agencies

28:07 Maximizing Efficiency with Virtual Employees

28:42 The Role of AI in Insurance29:17 Challenges in Agency Operations

29:49 The Importance of Automation

31:49 Real-World Examples and Case Studies

33:15 The Future of Virtual Employees

38:37 Ethical and Practical Considerations

47:53 Conclusion and Contact Information

Connect with Davie Holt on LinkedIn: https://www.linkedin.com/in/davieholt/Virtual Intelligence: https://virtualintell.com/Canopy Connect: https://www.usecanopy.com/agencies