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Flexible Subscription, Precise BillingVirtual Assistants + AI for Insurance Agents!

Experience the Best of Both Worlds With Plans Starting at Just $360/Month.

Subscribe with ease, pause when you need, or cancel anytime.

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We Work With The Best Tools In The Business
  • AMS360
  • Applied Epic
  • EzLynx
  • NowCerts
  • HawkSoft
  • Insured Mine

Insurance Tasks? Sure! With Tasksurance, you can be Assured !
Twelve key Tasks, all for a clear, transparent rate of $ Twelve per hour

Setup Acord Apps

Efficiently set up standard ACORD applications, ensuring accuracy and completeness.

Benefit
Saves agents valuable time, reducing application errors.

Commercial Quotes

We expertly produce commercial insurance quotes tailored to client needs.

Benefit
Swift, accurate quotes enhance client trust and boost conversions.

Personal Quotes

Receive personalized insurance quotes for individual clients swiftly.

Benefit
Ensures timely responses, improving customer satisfaction.

Commercial Requotes

Reevaluate existing commercial policies, seeking better terms or prices.

Benefit
Potential savings for clients, strengthening client-agent relations.

Personal Requotes

Re-assess individual policies, ensuring optimal terms.

Benefit
Keeps clients' policies competitive, fostering client loyalty.

Certificates & Evidences

Produce or obtain necessary insurance documents promptly.

Benefit
Streamlines client services, ensuring clients remain compliant and informed.

Document Requests

Retrieve & provide clients any required insurance documents on-demand.

Benefit
Speedy service minimizes client waiting times, enhancing satisfaction.

Commission Reconciliations

Accurately track and reconcile your commission balances.

Benefit
Assures you're paid correctly, maintaining agency financial health.

Downloads, Carrier
Memos And Notices

Stay updated with carrier communications and document downloads.

Benefit
Keeps agency informed, ensuring timely actions and compliance.

Benefits Management

From enrollments to terminations we handle it all.

Benefit
Speedy service minimizes client waiting times, enhancing satisfaction.

Claims Management

First loss data entry to acknowledgements, updates & followup.

Benefit
Keeps clients claims on track, fostering client loyalty.

Data Entry & Clean Up

Efficiently manage and sanitize your database.

Benefit
Maintains an organized, error-free system, optimizing agency operations.

Real Stories, Real Success!

Watch What Our Customers Have to Say About Us

Precision, Transparency, Value - All in One VA Service!

With our "12 for 12" promise, agents can concentrate on sales and relationships, assured of expert back-end support, while accessing the ticketing & task management dashboard to track work status and more.

Task Initiation

When you request a service, it's logged into our ticketing system, ensuring structured management.

Expert Matching

Every service request is paired with a specialized VA, ensuring you receive the best expertise for each task.

Transparent Timing

Tasks are timed and rounded for billing: under 30 minutes to half-hour, 30-60 minutes to one hour.

Dashboard Access

Our user-friendly dashboard allows easy task tracking, communication, and management, optimizing your workflow and interaction.

Weekly Reporting

Stay informed. Receive detailed weekly reports on hours used, aiding in cost management.

Responsive Support

Have queries or need assistance? Our dedicated support team is always on standby, ensuring smooth and hassle-free service interactions.

Reviews

Happy To Review eDesk

"eDesk has been great for our agency. We're using two Virtual Assistant companies presently & we see a night and day difference between eDesk & the other company. Their end product is great. We're very pleased."

Max Olson
Olson Insurance Agency

Very Happy

"We are happy with the services provided by eDesk. We have been using them for six months now. They have helped free up time for revenue generating activities. Highly recommend them!"

Aaron Friedman
Apex Insurance Partners

Above and Beyond

"I most appreciate the eDesk team as they have gone above and beyond what they promised us in our engagement. I wouldn't hesitate to recommend them to my colleagues and associates in the industry."

Tony Alessandra
Insurance Solutions

Found Our Solution

"We have found eDesk to be very proactive in their work. Having experienced staff in insurance, took away our reservation about the training & level of experience their staff might have."

Cathy Biby
Insurance Risk Partners

Very Satisfied With eDesk

"The eDesk team is qualified and very responsive. They have helped improve productivity at our agency and are quick to adapt to our changing needs."

Chase Fiscus
Fiscus Commercial Insurance

Appreciate Their Support

"I have been working with eDesk for almost one year. I have experienced them as having a professional staff, responsive, always available. I appreciate all of their hard work and the support they give my agency."

Andre Mendez
Faculty Insurance

A Modern Approach to Traditional VA Services

Traditional VA services often tie agents to rigid commitments.

Our "12 for 12" model is designed with flexibility and clarity at its core.

Affordable Monthly Minimum

For a modest $360, receive 30 hours of expert VA support, providing exceptional value right from the start.

Transparent Task-based Billing

Beyond the initial 30 hours, you're billed solely for the tasks you delegate. Experience straightforward billing without hidden charges or unnecessary retainers.

Task-Based Timers for Precise Billing

Every task is meticulously timed, ensuring that you're billed for the exact duration of work. No approximations, just accurate and fair billing.

Task & Time Management Dashboard

You have complete access to our task & time management dashboard. Track the progress of each task, monitor time logs, and stay informed in real-time.

Optimization Commitment

If you ever feel a task took longer than expected, we welcome reviews. Together, we'll analyze the workflow and continuously optimize for productivity and efficiency.

Flexibility at Your Fingertips

Pause or cancel our services anytime, based on your unique requirements. We're here to adapt to your business's ebb and flow.

30-Day Billing Cycle, No Rollovers

Utilize your 30 hours within every 30-day billing cycle from your signup date. This process resets monthly, ensuring fresh hours with no rollovers or carry-forwards.

Dedicated Account Manager Support

Along with your VA, you'll have a dedicated Account Manager to work with. They'll ensure smooth communication, optimal task execution, and assist in any specific requirements you may have.

Optimized for Your Budget and Workload

Our pricing model fits seamlessly with both your financial plans and operational demands, ensuring optimal value from your VA service investment.

Appreciate Their Support

"In support of a top 30 broker's acquisition data migration, we subcontracted eDesk to handle the manual migration of Client, Policy & Certificates Data to the client's AMS360. The eDesk team was timely and accurate. We are looking forward to our next opportunity to work with eDesk."

Rob Smith
Newpoint Resources LLC

eDesk Saved Our Agency

"eDesk saved our agency. They are reliable, easy to work with and go above and beyond to complete the assignment you give them. We would recommend them to all of our colleagues in the field. Thank you eDesk!!!"

Maryann Wain
ARG Insurance

Very Positive Experience

"My experience working with eDesk has been very positive. The team learns quick and the work gets done without much interaction once the process is in place. I am really happy to have found eDesk. It frees up my time to get new business."

Ellen Ford
Ford & Ford Insurance

Super Happy

"Thank You eDesk - You guys do a great job - Super happy with how you are all doing."

Paul Haulbrook
Farmers Insurance

Dependable Partner

"We’ve worked with eDesk for over three years. They are a dependable partner with utmost integrity."

Frank McKnight
Virtual Insurance Service

Friendly Accommodating

"eDesk is a great fit for outsourced back-office processing - friendly, accommodating, well priced and easy to work with."

Brian Noegel
Blue Ridge Insurance

Carrier Experience

We have experience working with multiple insurance carriers, and here are a few examples.

carrier experience

New to hiring a remote workforce or feel you need help?

We Handle Everything! We’ll Show You How, Step By Step.

Account Manager

Makes sure you get the most from your investment in Tasksurance.

Program Success Manager

Keeps your team on board, up to date, and fully trained. Helps them when they are stuck.

Dedicated VA

Works on the tasks assigned by you each day via email or dashboard to your satisfaction.

The TaskSights Dashboard

Our dashboard is packed with features to streamline your experience. Here's a quick guide:

Flexible Subscription Choices: Pick the plan that fits your needs, with easy options to upgrade or add extra hours.

Flexible Subscription Choices: Pick the plan that fits your needs, with easy options to upgrade or add extra hours

Seamless Connectivity

Our dashboard is designed to sync effortlessly with various Agency Management Systems through Zapier. By assigning tasks in your AMS, they automatically populate in our system once synchronized

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Affordable pricing plans

Month-to-Month. No Contracts. No Hidden Fees.

Plan includes
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Any Task Listed Above
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Dedicated VA Time
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4-12 Hrs Turnaround Time
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Account Manager
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Dashboard Access
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No Roll over
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No Free AI Tools
Sign Up Now
Plan includes
Check Icon - Startech X Webflow Template
Any Task Listed Above
Check Icon - Startech X Webflow Template
Dedicated VA Time
Check Icon - Startech X Webflow Template
4-12 Hrs Turnaround Time
Check Icon - Startech X Webflow Template
Account Manager
Check Icon - Startech X Webflow Template
Dashboard Access
Check Icon - Startech X Webflow Template
No Roll over
Check Icon - Startech X Webflow Template
No Free AI Tools
Sign Up Now
Plan includes
Check Icon - Startech X Webflow Template
Any Task Listed Above
Check Icon - Startech X Webflow Template
Dedicated VA Time
Check Icon - Startech X Webflow Template
4-12 Hrs Turnaround Time
Check Icon - Startech X Webflow Template
Account Manager
Check Icon - Startech X Webflow Template
Dashboard Access
Check Icon - Startech X Webflow Template
No Roll over
Check Icon - Startech X Webflow Template
No Free AI Tools
Sign Up Now

Unlock Your Agency's Potential with Free ChatGPT Tools!

All our VA service customers now get access to our AI tools for free, enhancing efficiency and productivity.

Not using our VA services? You can still get these cutting-edge AI tools as a standalone purchase. Elevate your workflow with our advanced technology solutions, available to everyone!

Try Free Now

No Credit Card Needed

Marketing

Generate diverse marketing materials including ads, blog posts, social media and SEO content, and newsletters, streamlining content development.

Sales

Create personalized emails, proposals, and other sales communications, tailoring outreach for enhanced customer engagement and conversion.

Customer Support

Craft conversation points and identifying cross-sell opportunities, and provides strategies for effectively handling upset customers.

Workflows & Training

Develop AI-enhanced workflows and training materials for efficient and personalized agency management and skill development.

Human Resources

Draft offer letters, agreements, terms, and a wide range of essential HR documents, streamlining administrative processes.

Audio Transcription

Fast and accurate transcription of audio files, enabling easy storage and retrieval of conversations for searchable access as needed.

Frequently Asked Questions

General/About Us

Who are you and how long have you been in business?

Where are you located?

Who uses this service and where are they located?

What sets your service apart from other VA services?

What tasks can I delegate to the VA?

Do you offer any other services beyond what's listed?

How quickly can I expect tasks to be completed?

Are there any long-term commitments or contracts?

Do you operate on weekends & holidays?

Is there additional cost for using AI tools?

Privacy & Security

How do you ensure the privacy of our data?

Who will have access to our agency's information?

Do you have any security certifications?

What measures are in place to prevent data breaches?

How do you handle sensitive login credentials for our software and portals?

Getting Started

I'm interested in your services. How do I begin?

What access does my agency have to provide to get things going?

Is there an onboarding process?

How soon can I start assigning tasks after signing up?

Can I choose my own VA?

What tools or platforms do I need to use your services?

How do I communicate with my VA and Account Manager?

Billing & Processing Time

How does the "12 for 12" billing work?

What happens if I don’t use all 30 hours within the 30-day billing cycle?

Can I view my billing history in the dashboard?

How do you ensure accuracy in task timing?

What if I feel too much time was spent on a task?

How long does it typically take to process a task?

Can I view the time spent on each task?

How do I pay?

What happens if I use up my 30 hours ahead of the 30-day cycle?

How can I pause / cancel my payments?

AI / Chat GPT

Is there additional cost for using AI tools?

What is the fee for AI Tools standalone Without VA services?

Is there a Free Trial for the AI tools?

How Can AI Help My Agency?