Reduce admin overload. Improve client satisfaction. Get your team focused on what really matters.

Webinar Invite:
📅 June 26, 2025
🕒 3 PM PST
🎤 Speaker: Kathy Heglin | Moderator: Sidra Zia
👉 Register Now

The Admin Bottleneck Every Insurance Leader Faces

If you’re an insurance agency owner, operations lead, or client service executive, you’ve likely experienced this: your team is talented, but buried in emails, follow-ups, document processing, and data entry.

Every missed renewal, every delayed quote, every unanswered call doesn’t just chip away at efficiency — it chips away at revenue and client trust.

Now imagine what your agency could do if those repetitive admin tasks were handled with precision, speed, and consistency — remotely.

That’s exactly what we’ll unpack in our upcoming live webinar, “How to Leverage Remote Talent for Day-to-Day Success,” led by seasoned insurance leader Kathy Heglin.

Why This Webinar Is a Must-Attend for Insurance Teams

Modern insurance operations face two conflicting pressures:

• The need to do more with less: tighter margins, higher client expectations, and staffing challenges.

• The need for compliance, professionalism, and speed in every client interaction.

Remote administrative support can solve both — but only if done right. This webinar will offer a practical roadmap for identifying what to delegate, how to train virtual talent, and how to ensure compliance and measurable ROI.

What You’ll Learn from Industry Expert Kathy Heglin

🔹 1. The Real Cost of Inefficient Workflows

Think your team is just “busy”? They might be overburdened in ways that are silently costing you:

• Delayed renewals = missed revenue

• Unanswered calls = dropped leads

• Disorganized documentation = compliance risk

Kathy will break down the most common operational bottlenecks she faced before turning to remote support — and how she fixed them.

🔹 2. What Tasks You Can (and Should) Delegate First

You don’t need to outsource your entire operation. Start small and strategically:

• Inbound call handling & client routing

• Scheduling appointments or policy reviews

• Collecting and organizing documents

• CRM and AMS data entry

• Renewal tracking and proactive follow-ups

These are high-effort, low-leverage tasks — and perfect for trained remote talent.

🔹 3. How to Onboard and Train Remote Talent for Success

Remote doesn’t mean “distant.” With the right process, remote assistants can onboard quickly and align with your agency’s voice and values.

Kathy will walk through:

• How to build onboarding playbooks (scripts, SOPs, templates)

• Training tools that boost confidence and accuracy

• Creating smart escalation paths for tricky client scenarios

• How check-ins and shadowing boost long-term consistency

🔹 4. How to Track Performance and Ensure Compliance

Insurance operations aren’t just about efficiency — they’re also about risk management.

Kathy will share:

• The top metrics she tracks weekly (response times, renewal rates, SLA adherence)

• How to set reporting structures that keep everyone aligned

• Best practices for compliance: secure access, confidentiality, and quality controls

• How to build trust with remote team members while keeping oversight

🔹 5. Real Results, Real Stories

Kathy’s story isn’t theory — it’s lived experience. You’ll hear how her agency:

• Reduced turnaround time by 40%

• Improved client satisfaction scores

• Eliminated backlogs in renewals and service requests

• Built a system where everyone works at the top of their license

4 Key Takeaways You’ll Leave With

After this session, you’ll walk away with:

✅ A shortlist of admin tasks to delegate now to free up internal bandwidth
✅ A clear onboarding and training framework for remote assistants
✅ A method to track performance and stay compliant with industry standards
✅ Real-world tips to integrate remote support into your daily ops — sustainably

Who Should Attend?

• Insurance Agency Owners looking to scale smartly

• Operations Managers tired of playing firefighter

• HR and Hiring Leads evaluating remote support options

• Client Service Teams who want more time for people — not paperwork

Register Now – Seats Are Limited!

This isn’t just another generic webinar. It’s a front-row seat to a strategy that could change the way you run your agency.

🎤 “How to Leverage Remote Talent for Day-to-Day Success”
📅 Thursday, June 26, 2025
🕒 3 PM PST
🎟️ Reserve Your Spot Now