Complete Platform Overview

The X Assure Showcase

Your complete snapshot of everything X Assure offers — all our services and AI tools presented in an interactive slideshow format. Explore how human expertise and AI innovation work together to transform your agency.

VA Services
Voice AI
Books
8 AI Tools

Scroll down to explore each product in detail

Product 1 of 4

Insurance-Trained Virtual Assistants

Expert support across all lines of business

5

Service Lines

50+

Daily Tasks

$45/hr

Saved

1/4
HUMAN POWERED
Insurance-Trained Experts
0

Tasks Completed This Week

Personal Lines

Quote requests
Policy renewals
COI issuance
Endorsements
COI IssuedQuote SentRenewal DoneClaim Filed

Dive Deeper Into Each Product

A Day in the Life

See How Your X Assure VA Works

From clock-in to daily summary, complete visibility into your virtual assistant's workday.

Step 1 of 9
Your VA Clocks In

On your schedule, in your timezone

HUMAN POWERED
xassure.co/va/clock-in
Your Agency Inc
EST (UTC-5)
9:00 AM
Ready to start your day
Clock In
Maria S.
Primary VA
8 hrs
Scheduled Today
Connected Systems
AMS360
Connected
Applied Epic
Connected
EZLynx
Connected
HawkSoft
Connected
QQ Catalyst
Connected
NowCerts
Connected
Password Manager
Secure credential access via LastPass/1Password
Today's Queue12 tasks
Process renewal - Johnson Auto
Renewal
9:15 AM
Quote request - Smith Commercial
Quote
10:00 AM
COI for ABC Corp
Certificate
11:30 AM
Policy change - Williams Home
Endorsement
2:00 PM
In Progress
00:00
Process renewal - Johnson Auto
Personal Auto • Policy #PA-2024-8847
Progress65%
Review docs
Update AMS
Send confirm
Task Completed!
Johnson Auto Renewal
Time spent23 minutes
Accuracy check Verified
AMS updatedYes
Moving to next task in queue...
Live Activity3 VAs Online
MS
Maria S.
Processing renewal
23:45
Working
CR
Carlos R.
Quoting commercial
12:30
Working
AL
Ana L.
Issuing COI
05:15
Working
Quick Message
MS
Quick question about the Johnson renewal - should I include the umbrella policy?
9:45 AM
Yes, please include it. Thanks for checking!
9:47 AM
Daily Summary
January 24, 2026
12
Tasks Done
7.5h
Hours Logged
100%
Accuracy
Completed Today
4 Renewals processed
3 Quotes submitted
5 COIs issued
Total Transparency
No black box — you see everything
100%Secure Connections
95%Fully Trained VAs
100%Account Managers
100%Dedicated VAs
100%Daily Reports
100%Open Communication
100%AMS of Your Choice
100%Live Task Timers

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."

Max Olson
Agency Owner · Olson Insurance Agency

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!"

Aaron Friedman
Principal · Apex Insurance Partners

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."

Tony Alessandra
Agency Owner · Insurance Solutions

X Assure VA

1 of 6

Personal Lines

Auto, home, umbrella & more

HUMAN POWERED

Personal Lines

Auto, Home, Umbrella & More

Quote requests & follow-ups
Policy renewals processing
COI issuance & verification
Endorsement processing
Payment inquiries
Document requests
Coverage questions
Cancellation processing
Reinstatement handling
Claims status updates
Policy change requests
Billing reconciliation

X Assure Voice

1 of 6

Lead Capture

Automatically capture caller info & intent

AI POWERED

New Lead Captured

Auto-logged to CRM

Caller Name

John Smith

Phone

(555) 123-4567

Intent

New Auto Quote

X Assure Books

1 of 6

Auto-Categorize

AI categorizes transactions automatically

AI POWERED
Auto-CategorizedAI Powered

Progressive Commission

Commission

+$2,450

Office Supplies

Expense

-$127

Liberty Mutual

Commission

+$1,890

X Assure AI

1 of 8

AI Receptionist

24/7 intelligent voice agent for client intake & claims

AI POWERED

Live Call Active

Duration: 02:34

Caller Intent Detected

New Policy Quote Request

Smart Routing

→ Commercial Lines Team

0s

Our Services In a Snapshot

Virtual Assistants

Insurance-Trained Virtual Assistants

Part-time or full-time VAs who handle quotes, renewals, certificates, and carrier submissions — so you can focus on clients.

50+ tasks handledFull dashboard visibilityDedicated account manager