WELCOME TO

Cover Desk

Let us help you become the independent insurance agency of the future.

Save Time

Losing hours every week from the day-to-day tasks of running an insurance agency? Though the administrative work is essential, it can often prevent you from focusing on your sales and core business. Cover Desk virtual assistants can handle these tasks, saving you significant time.

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Focus on Clients

Your clients get the help they need when they need it. Our virtual professionals are fully dedicated to you, supporting your business, your clients and your growth, providing the service your clients deserve. This allows you to focus on building your agency and cultivating new business.

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Grow Your Business

The Cover Desk model is a win-win to help grow your business. With our highly skilled team of virtual assistants, you immediately eliminate the burden of administrative tasks and lower your overhead costs without sacrificing customer service and support.

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Why Cover Desk?

The world of insurance is changing. If you want to grow and thrive in a competitive world, you’ve got to innovate and find new ways to get the administrative work done. To help you succeed and grow, Cover Desk provides high-touch, client-facing virtual professionals for insurance agencies across the United States.

1

HIRE THE BEST

Cover Desk helps you find the best virtual professionals to join your team. You have full control over who you hire.

2

TRAIN TO YOUR STANDARDS

Train your new Cover Desk Team Member to follow your standards and meet your requirements through virtual training sessions.

3

CONNECT VIRTUALLY

Use our secure Cover Desk Cloud™ system to monitor the work your virtual assistant does and to give them access to the information they need.

4

GROW YOUR BUSINESS

Let your sales team focus on working with prospects and clients to do what they do best. Your virtual assistant will take care of the administrative tasks that don’t require an insurance license.

TESTIMONIALS

Hear what our clients have to say about Cover Desk.

I approached Cover Desk because I needed to free up my in house team members so they could spend more time with our clients and prospects and less time with the back end, administrative, data entry type tasks.  Andy and his team helped me find the best candidate to meet the needs of my agency as well as making sure our VA was the right fit within our team.  It was an easy process to schedule the interviews, decide on our VA and get him on-boarded very quickly.  The result has been a huge efficiency boost for our agency, my team is doing the work they love and handing off workload & projects that our VA can handle quickly & with little supervision.  I would definitely recommend Cover Desk to people who are looking to get more done, in less time, without costing a fortune!  Andy’s formula hits the jackpot!

Cover Desk has been a game changer for our agency! The virtual assistants we work with are knowledgeable, easy to work with and professional. Now that we can shift the busy work to our Cover Desk staff--providing exceptional customer service is no longer the struggle it once was. We are freed up to focus more on our client’s needs. Our clients and our staff are much happier! - Mary F.

We are thrilled to be working with Cover Desk ! We've been able to accomplish things that we've wanted to do for years and our overall productivity has improved dramatically. Our Cover Desk Virtual Assistants have become a valuable part of our team and have readily adopted our agency culture.