The "Virtual Assistant" Trap: Why Growing Agencies Need an Operations Partner, Not Just Admin Support
The "Virtual Assistant" Trap: Why Growing Agencies Need an Operations Partner, Not Just Admin Support It starts with a feeling every agency owner knows: The Bottleneck. You have leads coming in, but your best producers are stuck processing COIs. Your renewal list is gathering dust. You think, "I need a virtual assistant." But hiring a generalist to handle specialized insurance workflows isn't a solution—it's a liability. Here is why the top 1% of agencies are switching from "Assistants" to "Back-Office Partners." The Problem with the "Generalist VA" Model If you search for " insurance virtual assistants ," you will find dozens of services promising to take over your email and calendar. And for a general business, that’s fine. But insurance is different. It is a high-stakes, high-compliance, and high-complexity industry. When you hire a generalist VA from a generic job board or a non-specialized agency, you aren't j...