Claims

Streamline your workflow by managing claims efficiently.

Here’s what our Claims Assistants can do for your Agency:

First Notice of Loss

Intake from insured
Lookup of policy in your system (if necessary)
Handoff to carrier
Update agent via email
After-hours coverage (available for an additional fee)
Provide insured education before filing a claim — proper mitigation, coverage limits, deductible, etc. (available for an additional fee)

Initial Claim Check

Call insured regarding a claim recently reported
Intro on behalf of agency
What are damages/allegations ?
Guidance on mitigation/documentation
Have they heard from their adjuster?
Any questions or concerns?
Email bullets with info above to agency

Insured 10-Day Follow-up

Open Claims Review

Our process is simple and straightforward.

We match you with potential virtual assistant professionals then, together with the Cover Desk team, you virtually interview your selected candidates. Once you choose your VAs, they go through foundation skills and quote training specific to your agency. From this point forward, your virtual assistants are fully dedicated to you and your business.

Dedicated Virtual Assistant

On-Demand

Claims

Insurance Accounting

Spanish Bilingual Virtual Assistant

Streamline your workflow by managing claims efficiently.

Claims

Here’s what our Claims Assistants can do for your Agency:

Our process is simple and straightforward.

Personalized Service Beyond AI: Choose Virtual Assistants

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