Insurance-Trained Virtual Assistants

Beyond Extra Help —
True Agency Assurance!

Hire part-time or full-time trained insurance experts to eliminate your overload. Dedicated VAs handle your daily tasks while you focus on growing your agency.

Real people. Real expertise. Real results.

HUMAN POWERED
VA

Live Task Queue

Your VA is working

Active

Commercial Lines

Processing tasks...

Processing ACORD applications
Renewal quote requests
Certificate of Insurance
Policy endorsements
Tasks completed
0/4
Choose From

40h

Weekly

Save 60%

vs. in-house

Trained on the software you already use

AMS 360EzLynxHawkSoftApplied EpicNowCertsQQ Catalyst
Services

Comprehensive Insurance Support

Our VAs are trained on all major insurance workflows. From personal lines to commercial, we've got you covered.

95+
Tasks Covered
7
Categories
100%
Dedicated VAs

Personal Lines - Home

Comprehensive support for homeowners and property insurance tasks

Mortgage changes
Adding/removing scheduled coverage
Updating policy discounts
Making policy edits and corrections
Collecting client information for new business quotes
Sending documents for e-signature
Updating billing information including changing payment plans
Distributing memos and processing cancellations
Handling policy downloads
Reviewing policy increases
Quoting new business
Remarketing accounts
Cross-sell campaigns
13 tasks available

Personal Lines - Auto

Complete auto insurance processing and policy management

Adding or removing drivers/vehicles
Adjusting coverage on auto policies
Updating addresses on policies
Updating VINs or other corrections
Updating loss payee
Updating billing information including changing payment plans
Updating discounts on auto
Quoting new business and remarketing accounts
Reviewing policy increases
Calling clients regarding late payments and cancellations
Collecting signatures for exclusions or applications
Auditing accounts for proper signatures and trailing documents
License tracking
13 tasks available

Commercial Lines

Professional commercial insurance support including certificates and audits

Completing certificates of insurance
Ordering loss runs
Policy checking
ACORD forms and supplemental applications
Adding/removing scheduled coverage
Updating policy discounts
Monitoring cancellations
Sending documents for e-signature
Updating billing information including changing payment plans
Distributing memos and processing cancellations
Handling policy downloads
Reviewing policy increases
Quoting new business
Remarketing accounts
Auditing accounts for proper signatures
Following up on trailing documents
IVANS download reconciliation
17 tasks available

Accounting

Financial and accounting support for insurance agency operations

Processing agency bill payments
Reconciling commission statements
Tracking accounts receivable
Managing accounts payable
Processing premium finance agreements
Handling return premium refunds
Preparing financial reports
Bank reconciliation support
Invoice generation and tracking
Payment posting and allocation
Collections follow-up calls
Direct bill vs agency bill tracking
Producer commission calculations
Month-end closing support
Expense tracking and categorization
15 tasks available

Benefits

Employee benefits administration and enrollment support

Employee enrollment processing
COBRA administration
Benefits renewals coordination
Open enrollment support
Carrier communication
Premium billing reconciliation
Employee termination processing
Dependent verification
Plan comparison assistance
Benefits summary preparation
Wellness program coordination
Life event changes processing
12 tasks available

Claims Support

FNOL to resolution with carrier coordination

First Notice of Loss (FNOL)
Policy Lookup & Verification
Carrier Handoff
Agent Email Updates
After-hours Coverage*
Insured Education & Mitigation*
Initial Claim Check Calls
Damages/Allegations Capture
Adjuster Follow-up
Insured 10-Day Follow-up
Open Claims Review
Reserve Inquiries
12 tasks available

Life & Health

Individual policy support for Life & Health insurance agents

Policy applications & submissions
Underwriting follow-up & status tracking
Commission tracking & reconciliation
Beneficiary updates & changes
Managing & updating client databases
Appointment scheduling & reminders
Policy renewal processing
Premium payment tracking
Medical exam coordination
Policy delivery & confirmation
Replacement form processing
Client communication & follow-ups
Annual review preparation
Coverage change requests
Quote comparisons & illustrations
Lapse prevention outreach
16 tasks available
Your VA Hub

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.

Client Portal

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

xassure.co/va/dashboard/activity
eD

Agency

Live Activity Tracking Of Your VA

MS

Maria Santos (VA)

Insured: John Doe

Task: Renewal

LIVE5:00
CR

Carlos Rivera (VA)

Insured: Sarah Thompson

Task: Remarket

LIVE12:30
AM

Ana Martinez (VA)

Insured: Michael Brown

Task: New Business

LIVE23:45
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
VA Services Only • 2 Weeks Free

No employee offers to work 2 weeks free.

Neither does any other company.

But we do — try X Assure VA for 2 weeks, no questions asked.

No credit card required
Cancel anytime
Zero risk
Full Support Included

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.

ROI Optimization
Strategic Planning
Performance Reviews

Program Success Manager

Keeps your team on board, up to date, and fully trained. Helps them when they are stuck.

Team Training
Ongoing Support
Process Optimization

Dedicated VA

Works on the tasks assigned by you each day via email or dashboard to your satisfaction.

Daily Task Execution
Email & Dashboard Access
Quality Assurance
Get Started With Full Support
50,000+

Hours Logged

Productive work hours tracked

100+

Happy Agencies

Insurance agencies served

99.9%

Uptime

Platform reliability

100%

Transparency

Full work visibility

Software Expertise

Your VA Knows Your Software

Our VAs are trained on the major agency management systems you already use.

Agency Management Systems

A

AMS 360

Vertafore AMS360

E

EzLynx

EzLynx Rating & Management

H

HawkSoft

HawkSoft CMS

A

Applied Epic

Applied Epic

I

ImageRight

ImageRight Document Management

N

NowCerts

NowCerts Agency Management

Life & Health Platforms

A

AgencyBloc

Life & Health CRM

R

Radius

Commission Management

S

Salesforce

CRM & Client Management

S

SmartOffice

Ebix L&H Management

S

SureLC

Licensing & Compliance

N

NAILBA

Brokerage Portal Access

Certified Training
Hands-on Experience
Quick Onboarding
Built for Insurance Agents

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

7 of 8

47

Claims

$842K

Incurred

$17.9K

Avg Claim

62%

Loss Ratio

Claim Intensity Heatmap

JanDec

🤖 AI Insight

Vehicle claims cluster in Q3. Recommend driver safety training before summer season.

ROI Calculator

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

Hours Needed Per Month80 hours
20 hrs160 hrs

In-House CSR

$2,288

$22/hr + 30% benefits

Best Value

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

Testimonials

Trusted by Insurance Agencies

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."
MO

Max Olson

Agency Owner, Olson Insurance Agency

Pricing

Simple, Transparent Pricing

Choose the plan that fits your agency. All plans include a 2-week free trial.

Starter

$1,050/mo

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
Every Plan

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

Most Popular

Professional

$2,000/mo

40 Hours per Week

  • Dedicated Virtual Assistant
  • Dedicated Account Manager
  • Real-time Dashboard Access
  • All Insurance Tasks
  • 1099 All-Inclusive
  • Priority Support
  • Extended Hours Coverage

No credit card required — Start your 2-week free trial today.

FAQ

Frequently Asked Questions

Everything you need to know about working with eDesk.

Explore Our Complete Suite

From insurance-trained virtual assistants to powerful AI tools — discover everything X Assure has to offer for your agency.