Throwback: How Virtual Professionals Can Help In A Hard Market episode artwork

EPISODE · May 3, 2023 · 43 MIN

Throwback: How Virtual Professionals Can Help In A Hard Market

from Power Women In Insurance · host Teresa Kitchens

In this throwback episode of Power Women In Insurance, Teresa Kitchens sits down with Monica Adwani, host of TranscendwithM podcast, and Managing Partner of Savvital. Monica helps insurance agents with their day to day tasks with finding and locating Virtual Professionals. They take an 8 week training program and another 6 weeks with training to make sure the VP and the agency are ready to add a virtual professional to their team. Episode Highlights: Monica discusses the TranscendwithM podcast and its goals. (3:11) Monica explains that everything she created with Troy Thompson, including the training for the VAs, is based on their experiences and the way they do business now. (13:45) Monica discusses their eight-week internal program that nourishes insurance knowledge into their Virtual Professionals. (17:45) Monica discusses the importance of having realistic expectations. (20:27) Monica mentions the fact that they hire people specifically to solve problems. (22:29) Monica explains the reason why they refer their employees as Virtual Professionals. (26:11) Monica explains why they chose to source employees from Pakistan over other countries for Savvital. (30:16) Monica mentions that their Virtual Professionals are working on their CIC and CISR certifications. (37:18) Key Quotes: “The goal is to be a vessel of change and provide that platform for people. Because it's not about me helping them grow. It's about them helping each other grow. So that's kind of like what Transcend with M is doing right now.” - Monica Adwani “Explaining the why is the most important thing, and I will tell you that we spend more on the why, and getting the explanation of things than what we do on the process.” - Monica Adwani “I am learning, they are learning everybody's learning, and we will continue to learn as we grow. But I think the essence and the base of what we are doing, that will never change.” - Monica Adwani Resources Mentioned: Monica Adwani LinkedIn Savvital TranscendwithM Contact Teresa Kitchens Sterling Insurance Group

In this throwback episode of Power Women In Insurance, Teresa Kitchens sits down with Monica Adwani, host of TranscendwithM podcast, and Managing Partner of Savvital. Monica helps insurance agents with their day to day tasks with finding and locating Virtual Professionals. They take an 8 week training program and another 6 weeks with training to make sure the VP and the agency are ready to add a virtual professional to their team. Episode Highlights: Monica discusses the TranscendwithM podcast and its goals. (3:11) Monica explains that everything she created with Troy Thompson, including the training for the VAs, is based on their experiences and the way they do business now. (13:45) Monica discusses their eight-week internal program that nourishes insurance knowledge into their Virtual Professionals. (17:45) Monica discusses the importance of having realistic expectations. (20:27) Monica mentions the fact that they hire people specifically to solve problems. (22:29) Monica explains the reason why they refer their employees as Virtual Professionals. (26:11) Monica explains why they chose to source employees from Pakistan over other countries for Savvital. (30:16) Monica mentions that their Virtual Professionals are working on their CIC and CISR certifications. (37:18) Key Quotes: “The goal is to be a vessel of change and provide that platform for people. Because it's not about me helping them grow. It's about them helping each other grow. So that's kind of like what Transcend with M is doing right now.” - Monica Adwani “Explaining the why is the most important thing, and I will tell you that we spend more on the why, and getting the explanation of things than what we do on the process.” - Monica Adwani “I am learning, they are learning everybody's learning, and we will continue to learn as we grow. But I think the essence and the base of what we are doing, that will never change.” - Monica Adwani Resources Mentioned: Monica Adwani LinkedIn Savvital TranscendwithM Contact Teresa Kitchens Sterling Insurance Group

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Throwback: How Virtual Professionals Can Help In A Hard Market

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This episode was published on May 3, 2023.

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In this throwback episode of Power Women In Insurance, Teresa Kitchens sits down with Monica Adwani, host of TranscendwithM podcast, and Managing Partner of Savvital. Monica helps insurance agents with their day to day tasks with finding and...

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