Kevin Brett has run his insurance agency for 30 years. When he decided to bring on virtual support, he had his pick of 10 candidates and chose Cold2Booked.
The agency needed someone who could handle real volume without hand-holding: generating quotes, fielding a heavy stream of inbound calls, and keeping the office running even when the in-town team was out.
This wasn't about extra admin help. It was about trusting someone with the day-to-day engine of the business.
Insurance runs on responsiveness. A quote that goes out late, a call that isn't answered, a follow-up that slips, each one is a policy that doesn't get written.
With a steady stream of inbound and a constant need for quotes, the agency needed someone who could carry real volume reliably, day after day, and hold things together when the in-town office wasn't available.
It came down to one question: could Kevin trust someone outside the office with the work that keeps the agency running?
The work
Cold2Booked stepped into the core workflow of the agency. Day to day, that meant:
- generating 200+ quotes for prospective policyholders
- handling 20–25 inbound calls per day
- keeping the office running when the in-town team was out
- teaching and improving processes from day one
- being someone Kevin could trust with the agency end to end
Over nine months, the agency had a reliable engine for quotes and inbound, and a partner Kevin trusted completely.
"I had my choice of 10 candidates and she stood out. She made the transition so easy : soon as we got her on, she was teaching me stuff. She was great with quotes, inbound calls, and ran the whole place when the office was out. I trusted her with my agency, so I trust her. I highly recommend her."
Kevin Brett
Owner
Kevin Brett Insurance
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