Redefining Your Team - The Power of VAs, Bots, and Automation

This webinar was originally released on the Independent Insurance Agents & Brokers of Louisiana (IIABL) YouTube channel and we’re excited to share it again here for our community of agency owners and leaders.

In this replay, Carey Wallace, Founder of AgencyFocus, explores how Virtual Assistants (VAs), bots, and automation are transforming the way independent insurance agencies operate, grow, and create value.

Discover how redefining your team structure can help you overcome talent shortages, improve efficiency, and boost profitability — all while positioning your agency for the future.

In this session, you’ll learn:
✅ How changing workforce demographics and customer expectations are driving automation
✅ How agencies are successfully integrating Virtual Assistants and AI into daily operations
✅ The measurable financial impact of automation on retention, profitability, and valuation
✅ Real examples of predictive renewal workflows and ROI results
✅ How to redefine performance benchmarks for today’s agency

Key Topics Covered:

Virtual Assistants and outsourced support models
Bots, automation, and AI in agency workflows
Customer experience evolution: reactive → proactive → predictive
Redefining performance benchmarks: retention, revenue per employee, cost per customer
Agency value impact and profitability gap

💡 Learn more at https://www.agency-focus.com

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