Virtual Assistants for Managing General Agents (MGA / MGU)
Proven Virtual Assistant Solutions that drive General Agency growth!
Agent Desk provides MGA/MGU's a customized Virtual Assistant solution to support and manage the unique needs of their Agents. The task of managing hundreds or thousands of Agents can create process challenges for MGA/MGU’s our Virtual Assistants provide the dedicated support to streamline processes. Our proven services drive overall growth, performance. cost savings and increased cash flows to our MGA/MGU clients.
Agent Desk Virtual Assistants Tasks include:
Underwriters Assistance
- Review and process change requests with Underwriter help.
- Agent follow-up for missing application information.
- Loss Runs Requests
- Document uploads or Underwriter to review
Claims Department Assistance
- Assist claims department or TPA to ensure claims are handled in a timely manner.
- Monitor all claims workflow with Agents.
- Perform audits for claims payments.
Policy Service Assistance
- Review and process changes request with Underwriter help.
- Process cancellations
- Reissue / Reinstate policies
- Process Endorsements
Digital Mail Room Assistance
- Processing incoming request via email.
- Scanning documents to process claims
- Monitor claim and loss runs request.
- Monitor Endorsement request
- Monitor inspections
Personal Lines Underwriter Assistant
- Review and process change requests with underwriter help.
- Process no coverage letter
- Reissue / Reinstate policy per underwriter request
- Assist any and all overflow work
Contact the team at Agent Desk and let our Virtual Assistant's help today!
Schedule a Demo