Our Customers Rate Us Excellent
We help insurance businesses boost efficiency and accelerate growth through the efficient use of virtual assistants , automation or a combination of both.
Enhance expansion by enhancing sales efficiency and simplifying the sales and service process.
Enhance customer satisfaction while decreasing the expense of servicing policies.
Boost retention by implementing superior renewals management processes.
Implement processes with automation capabilities to ensure precise billing and revenue collection.
Earn client trust & accolades through swift and responsive claims management.
Tackle challenges unique to your insurance organization, including growth, profitability, and scale.
eDesk enables carriers to quickly launch new business that is not yet prepared for automation, or to improve existing business by eliminating the processing difficulties of their legacy systems, such as backlogs, duplication, quality issues, and resource retention problems.
Attended bots are helpful collaborators typically for "front office" tasks. These bots work with you to expedite any activity or task and can work on their assigned tasks while your employees work on their tasks simultaneously.
Examples:
Unattended bots operate without human involvement, maximizing cost savings and performance for a variety of tasks. These bots can work on their assigned tasks unattended.
Examples
A hybrid solution that uses bots monitored by our team which identifies roadblocks and ensures automation tasks are running smoothly & pitch in where needed.
Examples
Suitable for any size of business,we offer pre built automation solutions that enable you to utilize the power of automation to quickly implement automation of several time consuming manual tasks in the Insurance lifecycle.
Our flexible consumption based pricing makes it cost effective to implement automation even for limited needs.
Efficient, reliable, incredible – these are just a few of the things our customers are saying about us.
Learn how one of the nation's largest insurance brokerage firms Brown & Brown leverages eDesk for their needs.
Processes Handled : New Business Data Entry | Proposals| Certificates Of Insurance |Policy Checking Special Projects
Agency Management System : AMS 360 / Imageright
Agencies large & small use eDesk for their Policy Checking needs.
Processed overnight, our policy checking teams ensure you are never piled up with a backlog or find an error long after the damage is done.
Agencies large & small use eDesk for their Policy Checking needs.
Processed overnight, our Agency accounting teams ensure you never lose a buck.
Different agencies use us for different things based on their needs.
Here are the top 5 processes that our clients use us for.
Different carriers use us for different tasks based on their needs. We start with the easier tasks and move up the value chain.
Here are the top 5 processes that our clients use us for.
We are a fully trained & experienced team of Insurance professionals. Be It Personal or commercial - From New business to policy servicing our team has experience handling over 50 Agency tasks.
Our Management team & supervisors are licensed agents located in the US supported by a larger team in India - the global leader is outsourcing.
Whether you are an established agency with a steady workload or a growing agency with sporadic workload, we have a solution for you.
More than just Virtual Assistants, we are college educated insurance professionals. We are put through a rigorous, multi-step training process which covers every aspect of insurance.
We are supervised by US based licensed agents with years of agency experience. The licensed agents help you & us the VAs as needed, to transfer knowledge or even process complex scenarios.
Depending on the size of your agency and your needs we offer solutions to fit your budget.
Perfect for established agencies with a steady workload. Hire a Full Time or Part Time VA dedicated to your agency.
Perfect for growing agencies with sporadic workload. Hire a VA on demand for as little as 15 Hours per month.
View More →"We have found eDesk to be very proactive in their work. Having experienced staff in insurance, took away our reservation about the training & level of experience their staff might have."
"The eDesk team is qualified and very responsive. They have helped improve productivity at our agency and are quick to adapt to our changing needs."
"I have been working with eDesk for almost one year. I have experienced them as having a professional staff, responsive, always available. I appreciate all of their hard work and the support they give my agency."
Everything begins with a zoom meeting. We take the time to understand your business needs, tasks you need help with, anticipated volume & expected turnaround times, your agency management system, workflows & more.
We match your needs with a Supervisor & Virtual Assistant best suited for your business.
We set up a US Based Virtual Desktop Computer for use by the VA exclusively for your agency.
We test connectivity to your agency management system & carriers is needed.
On a predetermined date you can start assigning work to the assigned VA through the agency management system or email.
The assigned VA logs in to work on your tasks at the designated time each day.
A Day end report of work done is emailed each day.
You can communicate with your VA via text messaging / email/ phone / zoom etc.
Like with any new hire inhouse or remote it takes a few days for everything to fall in place. Our supervisors work with you ↦ the VA to make sure we meet your expectations.
"We have found eDesk to be very proactive in their work. Having experienced staff in insurance, took away our reservation about the training & level of experience their staff might have."
"The eDesk team is qualified and very responsive. They have helped improve productivity at our agency and are quick to adapt to our changing needs."
"I have been working with eDesk for almost one year. I have experienced them as having a professional staff, responsive, always available. I appreciate all of their hard work and the support they give my agency."
Dedicated VA: A fully trained & experienced VA is assigned to your agency. Each day the same VA works on your agency tasks at the assigned time slot.
On Demand VA: Your work is processed by a pool of VA’s who work for multiple clients. We use a ticketing system to receive & process tasks on a first in first out task basis.
We Got You Covered !
Our service covers your agency as an additional insured for any errors or omissions risks during the course of our work.
We cover you for any privacy and data breach risks just like you may currently have covered your agency from the risks.
The security of customer data is very important to us. We implement security procedures to provide highest level of security possible.
In today’s fast past world, customers expect immediate service. We ensure the most timely and accurate processing of all tasks related to your clients' insurance policy needs.
Delegating certain tasks to eDesk saves you valuable time. Your staff can focus on growing both existing and new accounts. Get everyone in your agency focused on generating profitable revenue.
Reduce your workload, turnaround times and cost, while increasing; accuracy, productivity, capacity and ultimately increase profitability.
Delegating certain tasks in the policy lifecycle to a Virtual CSR at eDesk helps your agency find the balance needed to maintain a healthy lifestyle.
The insurance workforce is beginning to retire at a rate that is crippling agencies of all sizes. With eDesk, you will never run short of talented people to help run your agency.
With more efficient and accurate processes, you’ll be able to provide better service to your clients and increase satisfaction to improve your relationships.
Free to use tools developed by the eDesk team for the benefit of Insurance agents
"We have found eDesk to be very proactive in their work. Having experienced staff in insurance, took away our reservation about the training & level of experience their staff might have."
"The eDesk team is qualified and very responsive. They have helped improve productivity at our agency and are quick to adapt to our changing needs."
"I have been working with eDesk for almost one year. I have experienced them as having a professional staff, responsive, always available. I appreciate all of their hard work and the support they give my agency."
We Are Confident Of Our Service Levels,
No Wonder We Can Offer a Free Trial!