Choose your service below to see exactly how we'll transform your insurance agency or CPA practice. 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.
Everything your agency needs — human expertise, AI tools, and intelligent automation.
Choose human support, self-service AI, or both — your agency, your way.
Expert support across all lines of business
5
Service Lines
50+
Daily Tasks
$45/hr
Saved
Tasks Completed This Week
Personal Lines
See what agency owners and managers say about working with X Assure (Formerly eDesk).
"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