Includes
30 Hours Per Month12 - 24 Hrs Turnaround Time On WeekdaysProcessed By a Pool Of CSR’sDedicated Licensed Account ManagerMonth-to-month Service1099 Payment In the USTasks Undertaken
New BusinessPolicy ServicingRenewalsAccountingClaimsCustomer ServicesIncludes
60 Hours Per Month12 - 24 Hours Turnaround Time On WeekdaysProcessed By a Pool Of CSR’sDedicated Licensed Account ManagerMonth-to-month Service1099 Payment In the USTasks Undertaken
New BusinessPolicy ServicingRenewalsAccountingClaimsCustomer ServicesWe can build special programs / pricing for you based on your volumes. We work with SIAA & few other large agency networks.
As with any business we are open to discussing discounted pricing for agencies with higher volume of work needed over 3 FTE.
Dedicated Includes
8 Hours / Day / MonthLive Processing Of WorkDedicated VA AssignedDedicated Licensed Account ManagerMonth-to-month Service1099 Payment In the USTasks Undertaken
QuotesRequotesCertificates & EvidencesData EntryPolicy CheckingRenewals & CancellationsEndorsements/ChangesDocument RequestsCarrier AlertsDBR / CommissionsDownload & IndexAgency Specific TasksDedicated Includes
4 Hours / Day / MonthLive Processing Of WorkDedicated VA AssignedDedicated Licensed Account ManagerMonth-to-month Service1099 Payment In the USTasks Undertaken
QuotesRequotesCertificates & EvidencesData EntryPolicy CheckingRenewals & CancellationsEndorsements/ChangesDocument RequestsCarrier AlertsDBR / CommissionsDownload & IndexAgency Specific TasksWe can build special programs / pricing for you based on your volumes. We work with SIAA & few other large agency networks.
As with any business we are open to discussing discounted pricing for agencies with higher volume of work needed over 3 FTE.
Setup Applications
Pursue missing info or loss runs
Generate quotes online or through underwriters
Create proposals
Policy checking & delivery
Policy checking
Certificates & Evidences
Notifications
Downloads
Change Requests/ Endorsements
Audits
Claims Entry
Mail Processing
Run expiration lists
Remarkets
Prepare renewal apps
Update AMS
Cancellations
Direct bill entry & reconciliation
Bank reconciliation
Premium statement reconciliation
Producer commissions
Vendor payments
"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 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 Are Confident Of Our Service Levels,
No Wonder We Can Offer a Free Trial!
