Scalable Insurance Solutions with Virtual Assistants

"Since December 2022, our agency has employed 6 virtual assistants through Cover Desk. We appreciate the centralized management they offer, which minimizes our HR responsibilities and lets us concentrate on our core tasks. They provide initial training to acclimate the VAs with our carriers and fundamental insurance procedures, then we take over. We believe that partnering with Cover Desk delivers outstanding value and supports our commitment to offering first-rate service to our customers."

"Working with our virtual assistants has been a game-changer for our insurance agency. Our team handles a variety of back-office tasks, data entry, and phone management with incredible efficiency and accuracy. Their attention to detail ensures that everything is done correctly, and their sunny attitudes make them an absolute pleasure to work with. Driven, hardworking, and detail-oriented, our virtual assistants consistently exceed our expectations, allowing us to focus on our core business. We couldn't be happier with their support and highly recommend them to anyone looking to streamline their operations."

"Cover Desk has transformed Greenway Insurance by providing top-notch virtual assistants that handle everything from answering phones and processing changes to managing cancellations and more. The onboarding is quick—our virtual assistants are ready in just two weeks and fully integrate into our team, communicating daily with our staff. Cover Desk's streamlined hiring process allows us to select the best virtual assistant from pre-screened candidates. With efficient task management through Freshdesk and detailed daily reporting, managing our team of 12 virtual assistants is easy and effective. This reliable support allows us to focus on growth, knowing our operations are in expert hands."

"We use Cover Desk for our virtual assistant, Sierra. She handles crucial tasks like certificate requests, mortgagee changes, filing, data entry, and client follow-ups—everything a non-licensed agent can do. Sierra's support allows our licensed agents to focus on clients and high-priority tasks, boosting productivity and improving client service. We include her in staff meetings and team activities to ensure she feels like a valued part of our team. Treating your VA as a true team member leads to greater success, and Cover Desk makes that possible."