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Experienced and trained and the following systems

Why Agent Desk?

Agent Desk has built a reputation of delivering outstanding services for our clients while reducing
overhead costs, increasing production and contributing to an increase in cash flow. Our proven virtual assistant services give Insurance companies the support they need to focus on overall performance and client relationships.

Commercial Lines & Personal Lines Tasks

Our VAs can handle Over 50 + Agency Tasks, including:

Quotes & Proposals Quotes & Proposals

Quotes & Proposals

Renewals & Remarkets Renewals & Remarkets

Renewals & Remarkets

Endorsements & Evidences Endorsements & Evidences

Endorsements & Evidences

Certificates of Insurance Certificates of Insurance

Certificates of Insurance

Policy Checking Policy Checking

Policy Checking

Direct Bill & Agency Bill Reconciliation Direct Bill & Agency Bill Reconciliation

Direct Bill & Agency Bill Reconciliation

Additional Tasks Include

New Business

Our VAs can handle Over 50 + Agency Tasks, including:

  • Setup Applications
  • Pursue Missing Info Or Loss Runs
  • Generate Quotes Online Or Through Underwriters
  • Create Proposals
  • Policy Checking & Delivery
  • & More

Policy Servicing

Our VAs can handle Over 50 + Agency Tasks, including:

  • Policy Checking
  • Certificates & Evidences of Insurance
  • Notifications
  • Downloads
  • Change Requests/ Endorsements
  • Audit
  • Claims Entry
  • Mail Processing
  • Month-To-Month Service
  • & More

Renewals

Our VAs can handle Over 50 + Agency Tasks, including:

  • Run Expiration Lists
  • Remarkets
  • Prepare Renewal Apps
  • Update AMS
  • Cancellations
  • Month-To-Month Service
  • & More

Accounting

  • Direct Bill Entry & Reconciliation
  • Bank Reconciliation
  • Premium Statement Reconciliation
  • Producer Commissions
  • Vendor Payments
  • Month-To-Month Service
  • & More
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Recent Updates

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