Scalable Insurance Solutions through Virtual Assistants.

What makes us unique?

The key differentiator lies in our unique operational model, which secures specialized insurance expertise within a centralized, office-based environment.

Unlike providers that rely solely on remote, home-based staff, this model brings the workforce together in secure facilities. This creates an added layer of professionalism and oversight, fostering a highly compliant team setting that addresses data security and privacy concerns shared by agency owners.

Our virtual assistants receive dedicated training in complex personal and commercial Lines tasks, enabling them to seamlessly integrate with the agency's existing systems and manage high-value administrative functions, including claims handling, HawkSoft data management and cleanup, service tasks, quoting, phone support, and specialized insurance accounting. They function as a true extension of your in-house team.

Features and Workflow

Cover Desk enables agents to focus on revenue-generating activities. Our virtual assistants complete a Foundation Skills Training program, which includes instruction in HawkSoft, before joining your agency. Once onboard, agencies integrate them as part of their team, allowing participation in company meetings, trainings, and collaborative sessions. The virtual assistants learn your workflows and function as true team members. Cover Desk provides both full-time solutions and pay-per-task options for agencies not yet ready for a full-time commitment.

• Quoting & Remarketing (New Business focus).
• Policy Management & Endorsements.
• Claims Management.
• Certificates of Insurance.
• Insurance Accounting & Billing.
• HawkSoft Data Management & Cleanup.
• Customer Service & Communications (Including Cancellations).
• Executive Assistant Functions.