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Virtual Assistants for Insurance Carriers

Streamlined solutions to increase overall Carrier performance

Agent Desk provides Insurance Carriers customized Virtual Assistant services that serve their unique and specific needs. Our Virtual Assistants provide Insurance Carriers dedicated support to their Underwriting, Claims and Support teams. Our proven services drive overall Carrier growth, performance, cost savings and increased cash flow.

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

Commercial line Underwriter assistant.

  • Handing commercial auto endorsements
  • Document Scanning to process claims
  • Data Entry for Top Producing Agents
  • Data Entry for Renewals for workers comp policies.
  • Monitor Endorsement Requests
  • Monitor inspections

Accounting Department Assistants

  • Direct premium statement Reconciliation.
  • Producer Commissions
  • Vendor Payments
  • Account receivable
  • Monthly General ledger reconciliations
  • Premium Audit
  • Review and complete audit worksheets

Contact the team at Agent Desk and let our Virtual Assistant's help today!