In this episode of the Scratch Agency Podcast, we’re diving into the real-world strategies that help insurance agencies scale — without burning out. Guests Shawn and Stephen return to share their experiences as scratch agents and how they’ve leveraged Virtual employees to streamline operations, build trust, and unlock growth.

From wild customer stories to lessons learned the hard way, this episode is packed with insights, laughs, and actionable takeaways for any insurance pro looking to optimize their agency.

🧠 If you’re struggling to delegate, trust, or scale — this one’s for you.

🕒 Timestamps:

(00:02) – Introduction

(00:59) – Virtual Intelligence Webinar Overview

(01:54) – Importance of Insurance Agency Organization

(02:24) – Housekeeping Note for Audience Participation

(03:23) – Guest Introduction: Shawn and Stephen

(04:47)– Agency Origins and Locations

(06:21) – Challenges and Success Stories as Scratch Agents

(07:08) – Importance of Hiring Virtual Employees

(08:29) – Leveraging Virtual Employees for Agency Operations

(10:48) – Trusting Virtual Employees and Collaboration

(12:42) – Managing Complex Tasks with Virtual Employees

(14:39) – Building Trust with Virtual Employees

(16:05) – Agency Growth and Lessons Learned

(17:57) – Overcoming Challenges in the Insurance Industry

(19:21) – Benefits of Delegating Tasks to Virtual Employees

(37:03) – Guest Engagement: Craziest Customer Requests

(39:33) – Reflection on Embarrassing Mistakes

(43:17) – Importance of Persistence and Support

(46:29) – Delegating Insurance Tasks to Virtual Employees

(49:11) – Trusting Virtual Employees for Business Development

(53:36) – Support and Collaboration with Virtual Employees

(55:03) – Work-Life Balance and Agency Support

(56:57) – Collaboration and Virtual Employee Trust

Enhance your productivity and reclaim time with Virtual Intelligence, our podcast sponsor. Explore their expert Virtual Employees services now at: virtualintell.com

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See you next time!