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Hire Virtual Assistants
Managed by Licensed
Insurance Agents
Starting At Just $ 600/Month

  • Flexible Subscription
  • Precise Billing
  • Subscribe/Cancel With Ease
Start Free Trial Talk To Us

Our Customers Rate Us Excellent

Dedicated CPA-Managed Virtual Bookkeeper

From Top 50 To Neighborhood Agencies - We Value Every Partnership!

Get Your Time Back And Improve Your Profit Margins

We help insurance agencies boost efficiency and accelerate growth through the efficient use of virtual assistants.

Before eDesk VA

Insurance agents grappled with extensive client servicing tasks, leading to reduced margins and increased payroll costs.

  • Reduced Margins
  • Increased Costs
  • Reduced Focus On Growth
  • Increased Backlogs
  • Reduced Customer Satisfaction

After eDesk VA

Insurance agents experience efficiency gains and cost reductions by offloading routine tasks to eDesk's virtual assistants.

  • Increased Margins
  • Reduced Costs
  • Increased Focus On Growth
  • Reduced Backlogs
  • Increased Customer Satisfaction

Customer testimonials

Don't just take our word for it

"eDesk saved our agency. They are reliable, easy to work with and go above and beyond to complete the assignment you give them. We would recommend them to all of our colleagues in the field. Thank you eDesk!!!""

Maryann Wain

ARG Insurance

"In support of a top 30 broker's acquisition data migration, we subcontracted eDesk to handle the manual migration of Client, Policy & Certificates Data to the client's AMS360. The eDesk team was timely and accurate. We are looking forward to our next opportunity to work with eDesk."

Rob Smith

Newpoint Resources LLC

"We changed from another agency VA to edesk and are very happy. We use them for both personal & commercial. I have found their sweet spot is in commercial servicing. They are very good!"

Lisa Cherie Bushon

IRM Insurance

"Professional, Knowledgeable, Hardworking and Honest. I was beginning to lose hope in finding good help, until I found eDesk. They have been a huge help since starting with my agency. Great job, Raghu!"

Lasa

Lasa Links Insurance, Inc

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You're 3 Steps
Away From Agency Efficiency!

eDesk VA provides specialized virtual assistant services for insurance agencies, streamlining operations with professional support for various tasks

1

Talk To Us

Engage in a consultation to discuss your specific needs and how eDesk can enhance your operations.

2

Setup

We tailor the setup to your business, ensuring your Virtual Assistant integrates smoothly into your workflow.

3

Start Work

Your eDesk Virtual Assistant gets to work immediately, optimizing your daily operations and boosting productivity.

Get Your Time Back And Improve Your Profit Margins

We help insurance agencies boost efficiency and accelerate growth through the efficient use of virtual assistants.

Quality

Quality You Can Trust

Trusted by agencies nationwide with a 95% retention rate, eDesk VA provides

  • 15 Years in the business
  • A dedicated team of insurance VA's
  • Experience in most agency software
  • Pricing starting at just $600/month
  • Tailored solution to fit your needs
  • A risk free two-week free trial

Experience the difference with eDesk VA's commitment to agency operational excellence

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Personal Lines - Home

Personal Lines - Home

We manage nearly every aspect of the homeowners policy lifecycle that doesn't require direct customer interaction.

  • Quoting New Business & Remarketing
  • Processing Mortgagee Changes
  • Adding/Removing Scheduled Coverage
  • Processing Endorsements
  • Sending Documents for e-signature
  • Carrier Downloads & Notifications
  • Commission Statements
  • Several More
Try Free

Personal Lines - Auto

Personal Lines - Auto

We manage nearly every aspect of the auto policy lifecycle that doesn't require direct customer interaction.

  • Quoting New Business & Remarketing
  • Adding Removing Drivers/Vehicles
  • Adjusting Coverages
  • Processing Endorsements
  • Sending Documents for e-signature
  • Carrier Downloads & Notifications
  • Commission Statements
  • Several More
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Commercial Lines

Commercial Lines

We manage nearly every aspect of the commercial policy lifecycle that doesn't require direct customer interaction

  • Quoting New Business & Remarketing
  • Ordering Loss Runs
  • Adjusting Coverages
  • Processing Endorsements
  • Sending Documents for e-signature
  • Carrier Downloads & Notifications
  • Commission Statements
  • Several More
Try Free

Employee Benefits

Employee Benefits

We manage nearly every aspect of the benefits lifecycle that doesn't require direct customer interaction

  • Enrollments, Terminations and Changes
  • Open Enrollment Communications
  • Renewal / Marketing Proposals
  • Cobra Notifications
  • Carrier Billing Reconciliations
  • Summary & Form Downloads
  • Wrap Documents
  • Several More
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VA Solutions

Customized VA Solutions for Every Agency

Recognizing every insurance agency is unique, eDesk VA offers personalized service selections.

  • Choose from a variety of tasks and subscription models to fit your specific needs.
  • Tailor your package for personal lines, auto or commercial to optimize agency efficiency.
  • Craft a solution that aligns perfectly with your agency's distinctive requirements.
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Try Us 2 Weeks Free!

Try Us 2 Weeks Free!

Take advantage of our two week no-obligation free trial to experience eDesk VA first hand!

Our trial includes tailored support for:

  • Personal Lines - Home
  • Personal Lines - Auto
  • Commercial Lines
  • Employee Benefits

Embark on a journey of improved efficiency and see the transformative impact of eDesk VA on your agency operations.

Try Free

Seamless Connectivity

Our dashboard is designed to sync effortlessly with various Agency Management Systems through Zapier. By assigning tasks in your AMS, they automatically populate in our system once synchronized

In House vs eDesk VA

Rethinking the 9-to-5 between Traditional & Virtual
Who's Winning the Future of Work?

Traditional Inhouse

  • Minimum $ 20 per hour - W2
  • Add 25 % for benefits & taxes
  • Hard to find part timers
  • Need extensive training
  • Supervision cost
  • Additional infrastructure cost
  • Hard to replace or stop

eDesk VA

  • Minimum $10 Per Hour - 1099
  • No benefits cost
  • Available by the hour
  • Already trained
  • No supervision cost
  • No infrastructure cost
  • Scale or cancel anytime

Precision, Transparency, Value
- All In One VA Service!

With eDesk , agents can concentrate on sales and relationships, assured of expert back-end support, while accessing the ticketing & task management dashboard to track work status and more.

Dedicated VA

Your dedicated VA, consistently working for you each day, is tailored to manage your tasks and evolve alongside your agency's growth.

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Managed By Licenced Agents

Our virtual assistants are carefully managed by licensed insurance agents, ensuring industry expertise and compliance.

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Easy Communication

Seamless VA Communication: Use Slack, Hangouts, Teams, Phone, Email, or Dashboard for easy interaction..

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Backoffice On The Go

Simply assign tasks via your mobile phone from anywhere & view status of tasks as they are executed.

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Dedicated Account Manager

Along with your VA, you'll have a dedicated Account Manager to work with. They'll ensure smooth communication, optimal task execution, and assist in any specific requirements you may have.

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eDesk VA Dashboard

Our dashboard is packed with features to streamline your experience.

  • Assign tasks via email
  • View task status
  • View time utilized per task
  • Connect to your management system
  • & More
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Task Timers for Precise Billing

Every task is meticulously timed, ensuring that you're billed for the exact duration of work. No approximations, just accurate and fair billing.

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Affordable Monthly Minimum

For a modest $600, receive 40 hours of expert VA support, providing exceptional value right from the start.

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Flexibility at Your Fingertips

Pause or cancel our services anytime, based on your unique requirements. We're here to adapt to your business's ebb and flow.

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New To Hiring A Remote Workforce
Or Feel You Need Help?

We Handle Everything! We'll Show You How, Step By Step.

Account Manager

Makes sure you get the most from your investment in eDesk.

Program Success Manager

Keeps your team on board, up to date, and fully trained. Helps them when they are stuck.

Dedicated VA

Works on the tasks assigned by you each day via email or dashboard to your satisfaction.

Customer testimonials

Don't just take our word for it

"My experience working with eDesk has been very positive. The team learns quick and the work gets done without much interaction once the process is in place. I am really happy to have found eDesk. It frees up my time to get new business."

Ellen Ford

Ford & Ford Insurance

"Thank You eDesk - You guys do a great job - Super happy with how you are all doing."

Paul Haulbrook

Farmers Insurance

"We've worked with eDesk for over three years. They are a dependable partner with utmost integrity."

Frank McKnight

Virtual Insurance Service

"eDesk is a great fit for outsourced back-office processing - friendly, accommodating, well priced and easy to work with."

Brian Noegel

Blue Ridge Insurance

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What Else Do We Offer?

Explore More Services To Boost Your Agency's Success!

Agency Accounting

  • Accurate, Efficient
  • Agency Accounting
  • Let eDesk Handle It.
Learn More

Agency Marketing

  • Boost Your Agency’s Online Presence
  • With Expert Marketing Solutions.
Learn More

Free Policy Checker

  • Compare Prior & Current Policies
  • In Minutes Not Hours
  • Important: Only renewal policies & Pdf Files are supported.
Learn More

Sparkle AI Software

  • AI-Generated Content
  • Efficient Email Templates
  • Chat GPT Integration
  • Legal & HR Assistance
Learn More

Ready To Try
eDesk VA Services?

Streamline Agency Operations With Virtual Assistants.

Start Free Trial
  • Flexible Subscription
  • Precise Billing
  • Subscribe/Cancel With Ease

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