Virtual Assistants for Independent Insurance Agencies
Dedicated and customized support for Independent Insurance Agencies
Agent Desk Virtual Assistants provide the support needed for Insurance Agencies to increase profits, scale and drive overall Agency growth! Our proven cost and time saving solution is a key factor in overall Agency performance, process improvement, customer service/satisfaction and increased cash flow. Agent Desk Virtual Assistants become part of your Agency's team and process all while incorporating your core values to ensure your clients are happy!
Commercial lines & Personal lines Tasks
Our VAs can handle Over 50 + Agency Tasks, including:
Quotes & Proposals
Renewals & Remarkets
Endorsements & Evidences
Certificates of Insurance
Policy Checking
Direct Bill & Agency Bill Reconciliation
New Business
- Setup Applications
- Pursue Missing Info Or Loss Runs
- Generate Quotes Online Or Through Underwriters
- Create Proposals
- Policy Checking & Delivery
Policy Servicing
- Policy Checking
- Certificates & Evidences of Insurance
- Notifications
- Downloads
- Change Requests/ Endorsements
- Audit
- Claims Entry
- Mail Processing
- Month-To-Month Service
Renewals
- Run Expiration Lists
- Remarkets
- Prepare Renewal Apps
- Update AMS
- Cancellations
- Month-To-Month Service
Accounting
- Direct Bill Entry & Reconciliation
- Bank Reconciliation
- Premium Statement Reconciliation
- Producer Commissions
- Vendor Payments
- Month-To-Month Service
Contact the team at Agent Desk and let our Virtual Assistant's help today!
Schedule a Demo