Most agencies aren't understaffed. They're mis-staffed — great people trapped in busywork instead of the work that drives revenue. This is the exact tool I used to fix my own agency.
Get the plan I used to create my DREAM agency —
and see what it looks like in YOUR agency.
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Agency Owners,
Does your agency ever feel like a job you can't quit? You're busy all day. Your team's busy all day. And somehow, nothing gets easier.
I know that feeling personally. I own Reed Insurance Agency in Vidalia, Louisiana — population four thousand — and I've been in this business 32 years. At the tail end of Covid I needed to hire and couldn't find anyone. So I made the hire I was most afraid to make: a virtual assistant. Her name is Hannah. She had real insurance experience and a work ethic I hadn't seen in years. We built a renewal department around her, my two local team members doubled their sales volume, and I remember standing in my office thinking: I hired one person, but it feels like I got two.

My clients never skipped a beat. My staff didn't resent her — they embraced her, because she took the work they dreaded and gave them back the work they love. Today Hannah leads my entire team of VAs, and helping other agencies do what I did became ia Blueprint.
Here's the idea underneath all of it: every seat in your agency has a 20% — the slice of work that produces nearly all the value in that seat. Your producer's 20% is selling. Your CSR's 20% is clients. Yours is strategy and leadership. An experienced insurance VA has one job: protect everyone's 20%.
Download the matrix below and run one week of your agency's time through it. Then, if you want, book a call and I'll walk your agency through it personally. And hear me on this: I'm an agency owner, not a salesman. If a VA isn't the right next move for your agency, I'll tell you that on the call.
Beaux Pilgrim
Beaux Pilgrim
Owner, Reed Insurance
CEO, iaBlueprint

Automate / Eliminate / VA
These are low-value tasks that do not grow the business and do not require your attention. Offload these immediately. They are killing your productivity.
Systematize and Replace Yourself
These are very important but should not be done by you. Replace yourself as soon as you can.
Self Investment
This is time spent learning and growing that prepares you for future challenges.
Protected Time
Leader-only work that drives vision, strategy, and growth. The goal is 80% of your time here!
In an agency, the bottom-left quadrant looks like: X-dates, endorsements, COIs, loss runs, renewal prep, quote entry, DocuSign chasing, AMS cleanup, inbox triage. Real work — and none of it needs a license, or you.
The trigger: If anyone in your agency spends 8–10 hours a week there, you don't have a hiring question. You have a math question.
It's simple, and your first step takes zero risk.
Step 1:
Download the plan.
Run one week of your team's time through it — 15-minute blocks. Your time: one honest week.
Step 2:
Book a call.
Beaux will map your results to your agency and tell you honestly whether a VA is the next move. Your time: 30 minutes.
Step 3:
We place your VA.
Experienced in insurance, vetted for your agency, working exclusively for you in 3–4 weeks. Your time on the busywork after that: 0 minutes.
Chip McClain
McClain & Co Insurance Services (Dallas, TX)
Adam Bamford
Bamford Insurance Agency
Mitzi Fox
Avalon Integra Insurance
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