Back office support for independent insurance agencies

Book a call with Agent Desk

See how a dedicated, insurance trained virtual assistant, backed by an operations manager, takes certificates, endorsements, policy checking, remarketing, and renewal prep off your team’s plate, so your producers can focus on writing business.

Pick a time
See how it works

The call

A quick, low pressure conversation

Fifteen minutes to understand your agency’s workload and show you exactly how a dedicated VA would fit in.

✓Walk through the tasks eating your team’s day, such as certificates, endorsements, policy checking, and renewal prep.
✓See how your VA works inside your existing AMS, with no new systems to learn.
✓Understand the “managed, not staffed” model, where an operations manager oversees quality.
✓Get honest answers on fit, timing, and what the first two weeks look like.

Pick a time that works for you

Built for independent insurance agencies

Not a call center. A dedicated back office teammate for your agency, with an operations manager standing behind them.

Works in your AMS

Your VA operates inside the systems you already use, so there is nothing new for your team to adopt.

Managed, not just staffed

An operations manager monitors quality and replaces the VA if the fit is not right. You do not manage the help.

Real agency tasks

Certificates, endorsements, policy checking, remarketing, direct bill reconciliation, claims entry, renewal prep, and submissions.

Your VA works inside your existing AMS

Applied EpicAMS360EZLynxHawkSoftQQCatalystNowCertsApplied TAMComparative raters

We carry E&O and sign NDAs, with a dedicated delivery team supporting your agency. Your VA communicates with your insureds by email and text only, and all calls stay with your agency.

Ready to free up your producers?

Book a quick call and see what a dedicated VA would take off your plate.

Book my call