Lava Automation Sales Call: What Your Insurance Agency Can Expect

Booking a sales call can feel uncertain, especially if you have had an overbearing sales experience in the past. Lava Automation takes a different approach. Instead of leading with a script or product demo, we focus on learning how your agency operates and where you want to grow.

What Happens on a Lava Automation Sales Call?

When agency owners first connect with us, many are unsure what the call will feel like. Will it be another hard-sell conversation, or will it actually address their challenges?

After guiding hundreds of agencies through this process, Lava Automation knows the questions that matter and the concerns owners bring to the table. This article walks you through how the call works, what we ask, and why the experience feels more like a consultation than a pitch.

What Will We Ask About Your Agency?

Every agency runs a little differently, which is why our first step is learning how yours operates. Expect us to ask questions such as:

Where are you located, and what markets do you serve?

What types of clients make up the majority of your book of business?

What are your biggest pain points right now?

Which parts of your business are already working well?

What daily tasks take up the most time for you or your team?

These questions uncover both what is holding you back and where you are ready to grow.

The answers give us a foundation. From there, we can identify where virtual assistants and automation could bring the biggest improvements.

How We Spot Growth Opportunities

Most agencies do not realize how much time is lost in inefficient systems. Staff members will naturally adapt to software even when it does not fit workflows, which often causes them to spend far longer on tasks than necessary.

During your call, we look for these patterns. Sometimes the problem is outdated tools. Other times, it is undocumented processes or the wrong people doing the wrong tasks.

Our goal is to show how automation and trained virtual assistants can multiply your strengths, not just patch over weaknesses.

Of course, opportunities for growth are not only about people and processes. Technology plays a major role, which is why the next step of the call digs into your systems.

The Tech Questions Lava Automation Will Ask

Technology drives everything we do, so expect us to dig into your setup. We will ask questions such as:

What agency management system do you use?

Do you have a CRM, and if so, which one?

What phone system do you use?

Have you used automation packages in the past?

Which rater does your team use? 

By understanding your tech stack, we can outline what is realistic today and what tools will unlock even greater results.

To make that conversation more productive, we prepare you ahead of time with a pre-demo questionnaire.

How a Lava Automation Pre-Demo Questionnaire Makes Your Call More Productive

Ahead of your call, you will receive a pre-demo questionnaire to complete. This step often surprises agencies, but it saves time and makes the conversation more valuable.

The questionnaire gives us a clearer picture of your structure, your goals, and your pain points before we ever meet.

That way, we skip generalities and focus on insights tailored to your agency.

When the call finally happens, many agency owners are surprised at how different the experience feels compared to what they expected.

Why Agencies Are Surprised by Their First Call with Lava

Many owners expect a software demo right away. Instead, they get a consultancy-style conversation about the realities of managing virtual assistants and automation.

We talk openly about:

The reality of shifting daily tasks to automation and virtual assistants without overwhelming your staff

How to bridge cultural and communication gaps so remote team members integrate smoothly

The level of leadership focus required in the first 60 to 90 days to build momentum and long-term success

The surprise is that the conversation feels less like a pitch and more like a business consultancy session.

These early conversations also prepare you for the longer journey. It is important to understand what happens after the first call and why the investment pays off.

Why Virtual Assistants and Automation Pay Off Long-Term

Bringing in automation and virtual assistants is not a quick fix. It is a commitment that addresses the root causes of dysfunction inside an agency.

For the first few months, you will need to dedicate hours each week to training, onboarding, and workflow redesign. Agencies that commit see massive results like smoother client service, improved staff morale, and dozens of hours freed up.

Once systems are automated and virtual assistants are integrated, the payoff will compound for years.

What Results Can Insurance Agencies Expect?

Agencies that lean in during the first 90 days often see transformation quickly. Common outcomes include:

Staff reclaiming 10 to 15 hours each week from manual tasks

CRMs finally running as intended instead of forcing workarounds

Virtual assistants who become long-term assets, not temporary helpers

A business ready for the next wave of automation and AI tools

The agencies that adopt automation now position themselves for growth, while those that delay risk being left behind.

With results like these in mind, the final question becomes whether Lava Automation is the right fit for your business.

Is Lava Automation Right for Your Business?

You came here wondering what actually happens on a Lava Automation sales call.

Now you know the call is a consultative process designed to uncover your pain points, identify growth opportunities, and explore what is possible with automation and virtual assistant solutions.

If you are ready to take the first step toward freeing up staff time, improving client service, and preparing your agency for long-term growth, book a call with our team today and find out if Lava Automation is the right fit for your business.

Frequently Asked Questions

Do I need to prepare anything before the first call?
Yes. Fill out the pre-demo questionnaire we will send. It ensures the call is focused and productive.

Will the call include a live demo?
Yes. The initial conversation focuses on your agency, but we will also showcase some of the tools we use, allowing you to see what our system is capable of. 

How long does the first call usually last?
Most calls take 30 to 60 minutes, depending on the depth of your systems and needs.

What makes Lava’s approach different from other providers?
We act as consultants, not just vendors. Our goal is to diagnose the real problems and design custom solutions that fit.

Can Lava work with my existing software?
In most cases, yes. We will evaluate your current systems and recommend ways to optimize or upgrade as needed.