Pick the services that fit your agency — it's your choice
Trained on the software you already use
Our insurance-trained virtual assistants take over the repetitive work — quotes, renewals, carrier submissions — so you can stop drowning in busywork and get back to what actually grows your agency: your clients.
ACORDs, renewals, endorsements, certificates, and carrier submissions — handled end-to-end by trained insurance VAs.
Learn moreQuotes, remarketing, cancellations, mortgage changes, and proof of insurance — freeing producers to sell.
Learn moreApplications, underwriting follow-ups, commission tracking, beneficiary updates, and annual review prep.
Learn moreAccount paperwork, ACAT transfers, RMD processing, compliance docs, and meeting prep for RIAs.
Learn moreOur dashboard gives you complete transparency into your VA's work—as if they were sitting right in your office.
Get complete visibility into your VA team's work with our intuitive client portal.
Live Activity
Watch VAs work in real-time
Your VA Team
View dedicated assistants
Work Reports
Track hours and tasks
Communication
Contact your team
Task Assignment
Assign work via your AMS
Carrier Connections
Access carrier portals
Your Agency IncAgency
Maria Santos (VA)
Insured: John Doe
Task: Renewal
Carlos Rivera (VA)
Insured: Sarah Thompson
Task: Remarket
Ana Martinez (VA)
Insured: Michael Brown
Task: New Business
"X Assure (Formerly eDesk) has been great for our agency. We're using two Virtual Assistant companies presently & we see a night and day difference between X Assure (Formerly eDesk) & the other company. Their end product is great. We're very pleased."
"We are happy with the services provided by X Assure (Formerly eDesk). We have been using them for six months now. They have helped free up time for revenue-generating activities. Highly recommend them!"
"I most appreciate the X Assure (Formerly 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."
We Handle Everything! We'll Show You How, Step By Step.
Makes sure you get the most from your investment in eDesk.
Keeps your team on board, up to date, and fully trained. Helps them when they are stuck.
Works on the tasks assigned by you each day via email or dashboard to your satisfaction.
FNOL claims filing, quote requests, policy verification, call routing, after-hours coverage, and appointment scheduling — all automated.
Live call transcription, AI-generated summaries, CRM auto-sync, action item extraction, and sentiment analysis in real time.
40%+ more leads captured with instant response time, after-hours capture, lead scoring, hot lead alerts, and quote form pre-fill.
Every deployment is customized to your agency's workflow, client scripts, carrier preferences, and compliance requirements.
Your always-on AI receptionist that handles intake, FNOL claims, and quote requests around the clock. Capture 40%+ more leads with instant response time.
End-to-end bookkeeping for insurance agencies and financial advisors. Monthly close, AP/AR, payroll, commission tracking, and GAAP-compliant reporting — all handled by our team.
Bank reconciliation, journal entries, financial statements, and month-end close — delivered on time, every month.
Invoice processing, bill payments, collections follow-up, and payroll coordination with ADP, Gusto, or your preferred provider.
Carrier commission reconciliation, producer splits, line-of-business analysis, and variance alerts for insurance agencies.
Balance sheets, P&L statements, cash flow reports, and custom dashboards — GAAP-compliant and audit-ready.
On-page SEO, Google Business Profile optimization, local directory management, and keyword strategy to dominate local search.
Content calendars, post creation, community engagement, and analytics across Facebook, LinkedIn, Instagram, and more.
SEO-optimized articles, email newsletters, educational content, and thought leadership pieces tailored to insurance audiences.
Google Ads, Meta campaigns, retargeting, landing page optimization, and conversion tracking to maximize your ad spend.
Data-driven marketing built for insurance agencies. SEO, social media, content writing, local listings, and paid ads — all managed by marketing specialists who understand insurance.
Part-time or full-time VAs who handle quotes, renewals, certificates, and carrier submissions — so you can focus on clients.
