Like many great tools, eDesk ended up developing tools that were born out of a business need. We found that our clients were finding it a challenge to streamline some processes like collection of data, centralized customer support & document storage. Unable to find an efficient solution we built software to address each of the pain points.We offer these tools for a nominal monthly subscription to any agent regardless of them using eDesk as a service.
Formster allows you to link popular quote and service insurance forms to your agency’s website allowing clients and prospective clients 24x7x365 access to request your services.
Save time. Save Money. Reduce Errors.
Use the power of collaborative ticketing to deliver the best customer experience. Prioritize, categorize, and assign tickets to the right agents and leverage the power of your entire Organization to deliver customer delight.
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Gain clear insights into employee activities leading with insights into productivity. Understand how your team works – from everywhere! Empower your people, hone healthy work habits, and optimize processes so you can do great things. Spotlight Patterns That Fuel Success. Track Time & Tasks With Timers, Random Auto Screenshots & More
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Upload, Store, Access & Share Policy Documents On Any Device From Anywhere Anytime. Track & Share With Your Clients Vendors Or Inhouse Team.
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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 three requirements that allow us to deliver services for your 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 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!
