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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.
Focus on Clients
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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. Folx go 5 15.
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.
Why Cover Desk?
The insurance industry is constantly changing. In order to grow and thrive in a competitive world, innovation is key. Serving insurance agencies across North America, Cover Desk allows you to operate more efficiently with high-touch, client-facing virtual professionals.
1
HIRE THE BEST
Cover Desk helps you find the best virtual assistants for your team. You are part of the process from the very beginning and have full control over who you hire.
2
TOP QUALITY TRAINING
Cover Desk training courses lessen the challenge of on-boarding your virtual assistants. Our foundation skills training gets your new team members up and running in just a few short weeks.
3
CONNECT VIRTUALLY
Our secure Cover Desk Cloud™ system gives you direct access to your virtual assistants during business hours and allows your VA to access agency systems.
FOCUS ON GROWTH
Let your sales team do what they do best: generate growth and focus on clients. Your virtual assistants will handle the administrative tasks that don’t require an insurance license.
TESTIMONIALS
Hear what our clients have to say about Cover Desk.
Andy and his team helped me find the best candidate to meet the needs of my agency. It was an easy process and the result has been a huge efficiency boost for our agency. I would definitely recommend Cover Desk to people looking to get more done, in less time, without costing a fortune!
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 clients' needs. Our clients and our staff are much happier!
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.
Cover Desk is the best service we’ve used since opening our agency—our retention is now 97.5%!
Where do you start?
You need administrative help and want your budget to stretch as far as possible. With Cover Desk, the process is simple and straightforward.
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- Cover Desk matches you with potential virtual assistant professionals.
- Together with the Cover Desk team, you then conduct virtual interviews with your selected candidates.
- Next, you choose your Cover Desk team members.
- And get started in days, not weeks!
How does our process help your insurance agency?
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If you’ve been working in insurance for any amount of time, you know the struggles.
- Finding the right talent in your community feels impossible.
- Your administrative to-do list keeps getting longer because everyone is busy working on the operational and profitable aspects of the insurance business.
- You're struggling with absences and turnover.
- You want to implement the 'less is more' model—fewer people in the office, better quality of life for employees.
- It's hard to create a great client experience and cover expenses at the same time.
- You need your sales team to focus on building the insurance business by working with prospects, following up on leads and helping clients, instead of worrying about administrative tasks that can be a waste of their talent and your payroll.
How Cover Desk can help
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You went into the insurance business wanting to find success and help people in your communities. As a hometown independent insurance agency, you have a place in your community and the insurance industry. But the world moves faster than it once did, and it’s harder for small businesses to keep up. You deserve access to the same tools that big brands use.
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Designed with your agency in mind, Cover Desk makes your job easier and your company more profitable. With Cover Desk, you can innovate without breaking the budget. You have access to smart, innovative technology and highly skilled virtual professionals to help you achieve the success you deserve. We keep you competitive, helping you become a growing, thriving insurance agency with promising future success.
