Dedicated Insurance Virtual Assistants

A direct extension of your business.

Dedicated
Virtual Assistant

When you choose this service offering, you are part of the interview and hiring process from start to finish, building the team you need. This provides comfort and confidence in communicating and working with a dedicated virtual assistant and gives you the one-on-one, personalized service needed to thrive.

Personal Lines

Inbound/outbound phone calls
Mortgage changes
Adding/removing scheduled coverage
Updating policy discounts
Making policy edits and corrections
Collecting client information for new business quotes
Sending documents for e-signature
Updating billing information including changing payment plans
Distributing memos and processing cancellations
Handling policy downloads
Reviewing policy increases
Quoting new business
Remarketing accounts
Cross-sell campaigns
Adding or removing drivers/vehicles
Adjusting coverage on auto policies
Updating addresses on policies
Updating VINs or other corrections
Updating loss payee
Updating billing information including changing payment plans
Updating discounts on auto
Quoting new business and remarketing accounts
Reviewing policy increases
Calling clients regarding late payments and cancellations
Collecting signatures for exclusions or applications
Auditing accounts for proper signatures and trailing documents
License tracking

Commercial Lines

Completing certificates of insurance
Ordering loss runs
Policy checking
Inbound/Outbound calls
ACORD forms and supplemental applications
Adding/removing scheduled coverage
Updating policy discounts
Monitoring cancellations
Sending documents for e-signature
Updating billing information including changing payment plans
Distributing memos and processing cancellations
Handling policy downloads
Reviewing policy increases
Quoting new business
Remarketing accounts
Auditing accounts for proper signatures
Following up on trailing documents
IVANS download reconciliation

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

A direct extension of your business.

Dedicated
Virtual Assistant

Our process is simple and straightforward.

Personalized Service Beyond AI: Choose Virtual Assistants

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