Choose your service below to see exactly how we'll transform your insurance agency. From dedicated VAs to AI-powered tools, getting started is simple.
Select a service below to view how it works
We make it simple, secure, and fast to get started with dedicated virtual assistants who specialize in insurance agency workflows. Our process typically takes 7–10 days from initial call to full productivity.
Click the "Schedule a Call" button in the top right of our site. During our 30–45 minute call, we discuss your agency's needs and create a customized plan.
Based on your needs, we match you with pre-vetted, insurance-experienced virtual assistants with relevant AMS and carrier system expertise.
We prioritize data security and compliance (HIPAA/GDPR-level standards). All work occurs from secure US IP locations for compliance and data protection.
Gain full visibility and control through your secure eDesk dashboard with real-time activity logs and detailed productivity reports.
We begin processing your tasks with a no-risk trial (typically 1–2 weeks). Start small with 2–5 high-impact tasks to refine workflows before scaling.
Transition to paid service with simple, predictable billing. Cancel anytime with no long-term contracts, and scale hours up or down as your agency grows.
Remote work from secure US IPs for compliance and data protection
Team trained on common AMS and carrier systems
Real-time visibility into all tasks and activities
7–10 days from initial call to full productivity
For VA Services, typically 2-3 weeks from initial consultation to your VA starting work. AI Receptionist and AI Suite tools can be live in as little as 24-48 hours.
We offer a satisfaction guarantee. If your VA isn't the right fit within the first 30 days, we'll match you with a new candidate at no additional cost.
Absolutely! Many agencies combine VA Services with our AI tools. VA customers get a 20% discount on AI Suite and AI Receptionist services.
VAs typically work during your business hours. We coordinate schedules to ensure coverage when you need it most. AI Receptionist provides 24/7 coverage.
"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."
Part-time or full-time VAs who handle quotes, renewals, certificates, and carrier submissions — so you can focus on clients.
