Xassure
The One-Stop Shop For
Insurance Agents
To Streamline & Grow Their Business With
AI Receptionist
- ✓ 24/7 call handling & intake
- ✓ FNOL claims filing
- ✓ 40%+ more leads captured
Pick the services that fit your agency — it's your choice
2 Weeks
Free Trial
150+
Agencies Served
250+
Human Team
4.7
Trustpilot
2
Countries
50+
Tasks Handled
100%
Managed Team
- ✓ 24/7 call handling & intake
- ✓ FNOL claims filing
- ✓ 40%+ more leads captured
Pick the services that fit your agency — it's your choice
Trained on the software you already use
X Assure VA
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.
Commercial Lines
ACORDs, renewals, endorsements, certificates, and carrier submissions — handled end-to-end by trained insurance VAs.
Learn morePersonal Lines
Quotes, remarketing, cancellations, mortgage changes, and proof of insurance — freeing producers to sell.
Learn moreLife & Health
Applications, underwriting follow-ups, commission tracking, beneficiary updates, and annual review prep.
Learn moreFinancial Advisors
Account paperwork, ACAT transfers, RMD processing, compliance docs, and meeting prep for RIAs.
Learn moreEverything You Need to Manage Your VA
Our dashboard gives you complete transparency into your VA's work—as if they were sitting right in your office.
Your Client Dashboard
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 Inc Agency
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
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."
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.
Intelligent Call Handling
FNOL claims filing, quote requests, policy verification, call routing, after-hours coverage, and appointment scheduling — all automated.
Transcription & Summary
Live call transcription, AI-generated summaries, CRM auto-sync, action item extraction, and sentiment analysis in real time.
Lead Capture
40%+ more leads captured with instant response time, after-hours capture, lead scoring, hot lead alerts, and quote form pre-fill.
Agency Customization
Every deployment is customized to your agency's workflow, client scripts, carrier preferences, and compliance requirements.
AI Receptionist
Your always-on AI receptionist that handles intake, FNOL claims, and quote requests around the clock. Capture 40%+ more leads with instant response time.
Bookkeeping
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.
Monthly Close & Reporting
Bank reconciliation, journal entries, financial statements, and month-end close — delivered on time, every month.
AP/AR & Payroll
Invoice processing, bill payments, collections follow-up, and payroll coordination with ADP, Gusto, or your preferred provider.
Commission Tracking
Carrier commission reconciliation, producer splits, line-of-business analysis, and variance alerts for insurance agencies.
Financial Reporting
Balance sheets, P&L statements, cash flow reports, and custom dashboards — GAAP-compliant and audit-ready.
SEO & Local Listings
On-page SEO, Google Business Profile optimization, local directory management, and keyword strategy to dominate local search.
Social Media Management
Content calendars, post creation, community engagement, and analytics across Facebook, LinkedIn, Instagram, and more.
Blog & Content Writing
SEO-optimized articles, email newsletters, educational content, and thought leadership pieces tailored to insurance audiences.
Paid Ads & Lead Gen
Google Ads, Meta campaigns, retargeting, landing page optimization, and conversion tracking to maximize your ad spend.
Marketing
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.
Our Services In a Snapshot
AI-Powered Receptionist & Voice
Your always-on AI receptionist handles intake, FNOL claims, and quote requests around the clock. Capture 40%+ more leads with instant response.
Experience AI Receptionist Right Now!
After-hours call handling • Quote requests • Claims intake & more — fully customized to your agency.