Financial Advisors
Virtual Assistants
Specialized VAs for RIAs and financial planning firms. From ACAT transfers to CRM management, we provide compliance-aware support for your practice.
Real people. Real expertise. Real results.
Financial Advisors Tasks
Your VA is working
20–40h
Weekly
Save 60%
vs. in-house
Trained on the software you already use
Financial Advisors Support
Our VAs are trained on all financial advisors workflows. Here's what we can handle for your agency.
Account Operations
8 tasks
Research & Compliance
7 tasks
Wondering How You'll Keep Track of Your VA?
Our dashboard gives you complete transparency into your VA's work—as if they were sitting right in your office. See exactly what's being done, when, and for whom.
Your Client Dashboard
Get complete visibility into your VA team's work with our intuitive client portal.
Live Activity Tracking
Watch your VAs work in real-time with live timers
Your VA Team
View your dedicated virtual assistants and their availability
Work Reports
Track daily work logs, hours used, and task details
Communication
Contact your managers and VAs directly
Task Assignment
Assign work via your AMS
Carrier Connections
Access carrier portals
Your Agency IncAgency
Live Activity Tracking Of Your VA
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
See How Your X Assure VA Works
From clock-in to daily summary, complete visibility into your virtual assistant's workday.
On your schedule, in your timezone
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 eDesk.
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.
Hours Logged
Productive work hours tracked
Happy Agencies
Insurance agencies served
Uptime
Platform reliability
Transparency
Full work visibility
Your VA Knows Your Software
Our VAs are trained on the major agency management systems you already use.
Agency Management Systems
AMS 360
Vertafore AMS360
EzLynx
EzLynx Rating & Management
HawkSoft
HawkSoft CMS
Applied Epic
Applied Epic
ImageRight
ImageRight Document Management
NowCerts
NowCerts Agency Management
Life & Health Platforms
AgencyBloc
Life & Health CRM
Radius
Commission Management
Salesforce
CRM & Client Management
SmartOffice
Ebix L&H Management
SureLC
Licensing & Compliance
NAILBA
Brokerage Portal Access
Financial Advisor Platforms
Redtail
CRM for Advisors
Wealthbox
Modern Advisor CRM
MoneyGuidePro
Financial Planning
eMoney
Wealth Planning
Orion
Portfolio Management
Morningstar
Investment Research
We Also Build AI Tools for the Industry
We didn't just hire great VAs—we built the tools too. Our suite of 8 AI-powered insurance tools is available to any agency. VA customers enjoy 20% off all AI bundles.
Loss Run Pro
Visualize claims with heatmaps & AI insights
47
Claims
$842K
Incurred
$17.9K
Avg Claim
62%
Loss Ratio
Claim Intensity Heatmap
🤖 AI Insight
Vehicle claims cluster in Q3. Recommend driver safety training before summer season.
The True Cost of Hiring In-House
See how much you can save with a dedicated eDesk VA compared to hiring a full-time CSR.
Calculate Your Savings
Adjust the slider to see your potential savings
In-House CSR
$2,288
$22/hr + 30% benefits
eDesk VA
$1,050
Flat monthly rate
Your Savings
$1,238
54% less than in-house
Plus: No training costs, no sick days, no turnover, no office space needed
What Our Clients Say
Happy To Review X Assure
"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."
Very Happy
"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!"
Above and Beyond
"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."
Simple, Transparent Pricing
Choose the plan that fits your agency. All plans include a 2-week free trial.
Starter
20 Hours per Week
- Dedicated Virtual Assistant
- Dedicated Account Manager
- Real-time Dashboard Access
- All Insurance Tasks
- 1099 All-Inclusive
- Priority Support
- Extended Hours Coverage
Everything You Need
Every feature, every plan
Full Dashboard Access
Real-time visibility into all VA activities
Dedicated VA
Your own trained virtual assistant
Dedicated Account Manager
Personal support for your account
US Licensed Agents
Managed by licensed US professionals
Free Trial Includes Everything
2 weeks full access, no restrictions
Insurance Trained
VAs trained specifically for insurance tasks
No credit card required — Start your 2-week free trial today.
Frequently Asked Questions
Everything you need to know about working with eDesk.