Cover Desk Process

You know you need administrative help, and you’ve got to make a small budget stretch as far as possible. How do you get started with Cover Desk? It’s easy.

  • Cover Desk matches you with potential virtual assistant professionals
  • Conduct a virtual interview with your selected candidate(s)
  • Choose your Cover Desk team member
  • Get started in days (not weeks)!

Why work with Cover Desk? How does our process help your insurance agency?

If you’ve been working in insurance for any amount of time, you know the struggles.

  • Finding talent in your community feels impossible. It seems fewer people are willing to make insurance their career.
  • For most independent insurance agencies, less is more. The fewer people you have on staff in the office, the better quality of life for everyone. Plus, you have more time to help your sales team build an insurance career.
  • Every small business struggles with absences, turnover, and more. With Cover Desk, you're covered!
  • You’ve got an administrative to-do list a mile long that never gets done. Everyone else in the office is busy keeping your insurance agency operating and profitable.
  • With carriers cutting commissions more and more, it’s harder to create a great client experience and cover expenses at the same time.
  • Your licensed agents should focus on working with prospects, following up on leads, and helping your clients. Some administrative tasks are unprofitable for them to do. It’s a waste of their talent and your payroll.

You went into the insurance business wanting to find success and help people in your communities. The world moves faster than it once did, and it’s harder for small businesses to keep up. You need help if you’re going to succeed in the 21st century. Cover Desk provides that help. Your hometown independent insurance agency has a place in your community and the insurance industry. You deserve access to the same tools that big brands use. Cover Desk is designed with your agency in mind. We make your job easier and your company more profitable. With Cover Desk, you can innovate without breaking the budget. You get access to smart, innovative technology and amazing virtual professionals to help you achieve the success you want. Cover Desk keeps you competitive and helps you become an insurance agency that can succeed long into the future.