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.
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.
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.
"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!