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Connected Conversations In Insurance
Canopy Connect
20 episodes
2 days ago
Connected Conversations in Insurance – A Canopy Connect Podcast Welcome to Connected Conversations in Insurance, the podcast by Canopy Connect where we dive into the stories, strategies, and technology shaping the future of the insurance industry. Each episode, we sit down with top agents, industry leaders, and innovators to discuss the challenges they face, the solutions they’ve found, and how they’re streamlining their processes to better serve clients.
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Business
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All content for Connected Conversations In Insurance is the property of Canopy Connect and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Connected Conversations in Insurance – A Canopy Connect Podcast Welcome to Connected Conversations in Insurance, the podcast by Canopy Connect where we dive into the stories, strategies, and technology shaping the future of the insurance industry. Each episode, we sit down with top agents, industry leaders, and innovators to discuss the challenges they face, the solutions they’ve found, and how they’re streamlining their processes to better serve clients.
Show more...
Business
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Connected Conversations in Insurance | Episode 4 ft. Austin Moorhead
Connected Conversations In Insurance
21 minutes 44 seconds
7 months ago
Connected Conversations in Insurance | Episode 4 ft. Austin Moorhead

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!

Connected Conversations In Insurance
Connected Conversations in Insurance – A Canopy Connect Podcast Welcome to Connected Conversations in Insurance, the podcast by Canopy Connect where we dive into the stories, strategies, and technology shaping the future of the insurance industry. Each episode, we sit down with top agents, industry leaders, and innovators to discuss the challenges they face, the solutions they’ve found, and how they’re streamlining their processes to better serve clients.