Aug 13 in 🎤 | Interviews
Interview with Lawrence Wong and Joel Keddle - Let's Talk Virtual Assistants!
I sat down and interviewed Lawrence and Joel, we discussed:
Finding and hiring great virtual assistants (VAs):
- The importance of looking beyond just resumes and past experience when hiring VAs.
- Key characteristics to look for in a VA, such as communication and accountability.
- Avoiding the mistake of...
- The importance of getting to know the VA's personality and building a relationship.
Using a mix of virtual assistants and AI for insurance agents:
- How VAs can complement AI...
- Specific roles VAs can fill for insurance agents!
- The benefits of having a personal touch through a VA, even with AI in place.
Compliance concerns when hiring VAs:
- Ensuring VAs are trained on the proper protocols for handling data securely.
- Using HIPAA-compliant software like Agent CRM to store customer data.
They also sent us their e-book, which you can download here!
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Interview with Lawrence Wong and Joel Keddle - Let's Talk Virtual Assistants!
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