Virtual Intelligence revolutionizes how insurance agencies scale by offering more than virtual assistants—the company delivers virtual employees who are fully integrated into each client’s team. Founded by agency owners, including Ironpeak Member Jason Cass, Virtual Intelligence understands the unique challenges of the industry firsthand. Rather than simply filling seats—the company builds real capacity. In addition to staffing, Virtual Intelligence provides consulting, automation services, and AI strategies designed specifically to increase accuracy, improve visibility, and create long-term operational gains for client agencies. Each Virtual Intelligence employee is named, dedicated, and aligned with the client’s workflows—ensuring they’re not just help, they’re a strategic advantage. Click the "book a live demo" button.
Due to the diversity of our Members and their individual needs, we cannot and do not recommend any specific vendor for an individual Member’s use, but encourage Members to independently investigate those of interest to them. As with all contracts you consider entering into, we recommend a thorough review of the terms and conditions prior to signing, especially related to the use and protection of your data. Please note: The vendor listings reflect the vendors’ own representations of their services
We have not evaluated the cybersecurity measures employed by the vendors on this list. If the Vendor will be accessing your agency’s information and/or information systems, you will want to make sure that the person or entity gaining access has appropriate cybersecurity measures in place to protect your agency’s nonpublic information, PII, and informational systems.