Agent Desk gives your agency a full-time, insurance trained virtual assistant plus an operations manager, working inside your existing agency management system. Your producers stop drowning in service work and get back to writing business.
An operations manager oversees quality and replaces the VA if the fit is not right. You do not manage the help.
Your VA works in the AMS and rater your team already uses. Nothing new for your agency to learn.
Insurance trained assistants who know certificates, endorsements, policy checking, and renewal prep.
Hand off the repeatable, time consuming tasks that keep your producers off the phone and away from new business.
A simple path from first call to a VA producing inside your systems, with an operations manager standing behind them.
We learn your workload, lines of business, systems, and where your team is stretched.
You are matched with an insurance trained assistant suited to your tasks and AMS.
Your VA works inside your existing systems and follows your workflows and templates.
An operations manager monitors quality, turnaround, and fit, and adjusts as you grow.
Most staffing help hands you a person and leaves you to manage them. Agent Desk gives you a dedicated VA and an operations manager who owns quality, so the oversight is not one more thing on your plate.
Agent Desk runs no AMS internally. Your VA is trained to quote and work in the platforms your agency already uses.
Nationwide support for commercial and personal lines agencies that need capacity without adding local headcount.
Ideal for 5 to 10 employee agencies, and workable for teams as small as 2 or 3 people.
Strong fit for commercial heavy agencies with submission, certificate, and endorsement volume.
When there is more service work than your team can handle, a VA frees producers to sell.
Yes. Your VA works inside your existing AMS and comparative rater, following your workflows and templates. Agent Desk does not run its own AMS.
No. Your VA communicates with your insureds by email and text only. All verbal communication is with your agency, and all phone calls stay with your team.
Your operations manager monitors quality and fit, and will replace the VA if needed. You are never stuck managing an underperformer on your own.
Both. We support commercial and personal lines agencies nationwide, and we are a particularly strong fit for commercial heavy teams.
We carry errors and omissions coverage, sign nondisclosure agreements, and limit access to the people serving your agency. Your data stays in your systems.
Book a short call and we will walk through your agency’s workload and show you exactly how it would work.