We Help Insurance Business’s Grow Using Virtual Assistants & Automation.

Our Customers Rate Us Excellent

Illustration showing teammates performing finance tasks.

Trusted By A Growing Number Of Agencies Nationwide

50+
Agencies Supported
95%
Customer Retention
100+
Virtual Assistants
50+
Tasks Undertaken

Get Your Time Back And Improve Your Profit Margins

We help insurance businesses boost efficiency and accelerate growth through the efficient use of virtual assistants , automation or a combination of both.

Virtual Assistants For Insurance Agents

eDesk Provides Fully Trained & Experienced VA’s to help with insurance back office tasks.

Only Pay For What You Use!

New Business

Pilot expert support

Enhance expansion by enhancing sales efficiency and simplifying the sales and service process.

  • Check mark iconSetup Applications
  • Check mark iconGenerate Quotes
  • Check mark iconCreate Proposals
  • Check mark iconPolicy Checking & Delivery
  • Check mark icon& More

Policy Servicing

Pilot expert support

Enhance customer satisfaction while decreasing the expense of servicing policies.

  • Check mark iconCertificates & Evidences
  • Check mark iconNotifications & Downloads
  • Check mark iconEndorsements & Changes
  • Check mark iconDocument Requests
  • Check mark icon& More

Renewals

Pilot expert support

Boost retention by implementing superior renewals management processes.

  • Check mark iconExpiration Reports
  • Check mark iconRenewal Applications
  • Check mark iconRemarkets
  • Check mark iconCancellations
  • Check mark icon& More

Accounting

Pilot expert support

Implement processes with automation capabilities to ensure precise billing and revenue collection.

  • Check mark iconDirect Bill Entry
  • Check mark iconBank Reconciliation
  • Check mark iconPremium Reconciliation
  • Check mark iconProducer Commissions
  • Check mark icon& More

Claims

Pilot expert support

Earn client trust & accolades through swift and responsive claims management.

  • Check mark iconClaim Entry
  • Check mark iconDiligent Follow Up
  • Check mark iconUpdate Claim Status
  • Check mark iconClaim Closeout
  • Check mark icon& More

Custom Services

Pilot expert support

Tackle challenges unique to your insurance organization, including growth, profitability, and scale.

  • Check mark iconData Transfers
  • Check mark iconSpecial Projects
  • Check mark iconDownload & Index
  • Check mark iconUpdate AMS
  • Check mark icon& More

Carrier & MGA Services

Pilot expert support

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.

  • Check mark iconReview Submissions
  • Check mark iconRating
  • Check mark iconPolicy Issuance
  • Check mark iconEndorsements
  • Check mark iconCancellations
  • Check mark iconRenewals
  • Check mark iconVerifications
  • Check mark iconLoss Runs
  • Check mark iconDoc Generation
  • Check mark iconClaims Support
  • Check mark iconDiscount Eligibility
  • Check mark iconData Entry
  • Check mark iconMail Room Indexing
  • Check mark icon& More

From the simple to the complex, eDesk provides automation services that will meet your organizational needs.

Only Pay For What You Use!

Monitored Automation

Pilot expert support

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:

  • Download carrier notifications each day while you work on other pressing tasks.
  • Download commission statements from career portals each month.

Unattended Automation

Pilot expert support

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

  • Process quotes based on customer responses on a phone call.
  • Download statements & enter data into Spreadsheets.

Hybrid Automation

Pilot expert support

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

  • Download commission statements interpret unidentifiable data with help of our team to accurately enter data into AMS.
  • Download claims data & enter into agency management systems.

Ready To Use Automation Solutions

Pilot expert support

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.

  • Download statements & documents from over 100 carriers.
  • Download claims data from carrier portals.
  • Download attachments from webmail and place them in folders.
  • Scarpe data and place in spreadsheets.
  • Generate home & auto quotes based on phone call
  • Plus Many More
Schedule a call today to learn more →

eDesk Customer Stories

Efficient, reliable, incredible – these are just a few of the things our customers are saying about us.

Customer Story : Brown & Brown

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

Learn More →
Customer Story:
Champion Risk

Learn how one of the nation's popular moving & storage brokerage firms Champion Risk leverages eDesk for their needs.

Learn More →
Customer Story:
UWIB

Learn how the insurance brokerage firm UWIB leverages eDesk for their needs

Learn More →

eDesk Service Spotlight

Policy Checking Services

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.

Commission Reconciliation Services

Agencies large & small use eDesk for their Policy Checking needs.
Processed overnight, our Agency accounting teams ensure you never lose a buck.

eDesk Top 5 Services For Agencies

Different agencies use us for different things based on their needs.
Here are the top 5 processes that our clients use us for.

eDesk Top 5 Services For Carriers

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.

See How We Help You

Why Companies Like Yours Choose eDesk

eDesk expert support
Expert Support & Partnership

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.

Hybrid Model
Hybrid Model

Our Management team & supervisors are licensed agents located in the US supported by a larger team in India - the global leader is outsourcing.

Built For Any Size
Built For Any Size

Whether you are an established agency with a steady workload or a growing agency with sporadic workload, we have a solution for you.

Meet Your eDesk Virtual Assistant

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.

Virtual Assistant Supervision

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.

Meet Your eDesk Virtual Assistant
Meet Your eDesk Virtual Assistant

Engagement Options

Depending on the size of your agency and your needs we offer solutions to fit your budget.

eDesk Dedicated VA

Perfect for established agencies with a steady workload. Hire a Full Time or Part Time VA dedicated to your agency.

eDesk On Demand VA

Perfect for growing agencies with sporadic workload. Hire a VA on demand for as little as 15 Hours per month.

View More →

Reviews

Found Our Solution

"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."

Cathy Biby
Insurance Risk Partners

Very Satisfied With eDesk

"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."

Chase Fiscus
Fiscus Commercial Insurance

Appreciate Their Support

"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."

Andre Mendez
Faculty Insurance

Getting Started With eDesk Is Easy

1
Onboarding Meeting

Onboarding Meeting

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.

2
People & Technology Setup

People & Technology Setup

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.

3
Start Work

Start Work

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.

4
Ongoing Improvement

Ongoing Improvement

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.

Reviews

Found Our Solution

"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."

Cathy Biby
Insurance Risk Partners

Very Satisfied With eDesk

"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."

Chase Fiscus
Fiscus Commercial Insurance

Appreciate Their Support

"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."

Andre Mendez
Faculty Insurance

What are the requirements to start with eDesk?

We have three requirements that allow us to deliver services for your agency.

  • Access to any web-based agency management system.
  • Access to your carriers.
  • Access client information, documents & relevant data.

What’s the difference between On Demand VA & Dedicated VA?

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.

Checkout Our Indian Operations Center

Concerned About E & O Coverage ?

We Got You Covered !

Pilot expert support
Error & Omissions

Our service covers your agency as an additional insured for any errors or omissions risks during the course of our work.

Icon representing reporting functionality
Privacy Breach

We cover you for any privacy and data breach risks just like you may currently have covered your agency from the risks.

Illustration showing an office building
Data Security

The security of customer data is very important to us. We implement security procedures to provide highest level of security possible.

Benefits Of Using eDesk

Pilot expert support

Improved Customer Service

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.

Pilot expert support

Increased Sales

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.

Pilot expert support

Get More Done For Less

Reduce your workload, turnaround times and cost, while increasing; accuracy, productivity, capacity and ultimately increase profitability.

Pilot expert support

Balance Your Work Day

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.

Pilot expert support

Overcome The Skill Shortage

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.

Pilot expert support

Better Relationships

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 Agency Tools

Free to use tools developed by the eDesk team for the benefit of Insurance agents

Reviews

Found Our Solution

"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."

Cathy Biby
Insurance Risk Partners

Very Satisfied With eDesk

"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."

Chase Fiscus
Fiscus Commercial Insurance

Appreciate Their Support

"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."

Andre Mendez
Faculty Insurance

We Work With The Best Tools In The Business

Try eDesk For 1 Month

Pay Only If Satisfied

We Are Confident Of Our Service Levels,
No Wonder We Can Offer a Free Trial!

Get Started Now!