In this episode of the Insurance Perspectives Podcast, host Brad Boldt sits down with Brad Kaplan, president and CEO of Kaplan Insurance Agency. The discuss how Brad's friendship with Andy Priesman led him to become one of Cover Desk's earliest and most enthusiastic adopters, why specialization is the key to getting the most out of virtual staff, and how Cover Desk's accounting feature has allowed his agency to reclaim 15 hours of his month. He also shares the agency's unique niche of insuring performing arts theaters across the country through what they call the "Red Carpet Program."

Takeaways

• Specialize your VAs the same way you specialize your staff.
• Virtual Assistants (VA) handle the back-end so licensed people can focus on coverage conversations.
• Add responsibilities gradually. Dump too much at once and nobody wins.
• Cover Desk handles the IT, onboarding, and tech setup.
• Just put your toe in the water when it comes to adopting a VA. The investment is low, the upside is high, and you'll find more work for them than you expect.

Learn more about Kaplan Insurance Agency:
https://www.kaplaninsuranceagency.com/
https://www.facebook.com/KaplanInsuranceAgency
https://www.linkedin.com/company/kaplan-insurance-agency-inc-/

To get in touch with today's guests, reach out below:

• Brad Kaplan (click here)
• Andy Priesman (click here)
• Kelsey Tenaillon (click here)
• Brad Boldt (click here)

More information about Cover Desk:
https://coverdesk.com/
https://www.facebook.com/coverdesk
https://www.linkedin.com/company/coverdesk/

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