Human Expertise + AI Power

X Assure – Where People and AI
Deliver Insurance & CPA Solutions!

Four powerful solutions working together to transform your insurance agency or CPA practice. From trained experts to AI-powered tools.

Choose human support, self-service AI, or both
your business, your way.

Trained on the software you already use

AMS 360EzLynxHawkSoftApplied EpicNowCertsQQ Catalyst
Trained Insurance Experts

X Assure VA

Part-time or full-time virtual assistants specialized in insurance workflows. Handle quotes, renewals, compliance, and carrier work with full dashboard visibility.

Popular tasks shown — see 80+ workflows on the VA page

xassure.co/va/commercial-lines
Choose From

20h

Weekly

Commercial Lines

Business Coverage

ACORDs
Renewals
Cancellations
Endorsements
Certificates
Proposals
Loss Runs
Claims
Audits - GL and WC
Carrier Doc Pulls
Quoting and Remarkets
Policy Checking
Your VA Hub

Everything 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.

Client Portal

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

xassure.co/va/dashboard/activity
XA

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
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

Trained Accounting Experts

X Assure CPA

Part-time or full-time virtual assistants specialized in CPA and bookkeeping workflows. Handle tax prep, bookkeeping, payroll, and client management with full practice visibility.

Popular tasks shown — see 70+ workflows on the CPA VA page

xassure.co/cpa/bookkeeping
Choose From

20h

Weekly

Bookkeeping

Daily Operations

Bank Reconciliation
AP/AR Management
Journal Entries
Month-end Close
Financial Statements
Expense Categorization
Invoice Processing
Payroll Data Entry
Chart of Accounts Maintenance
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
Human ExpertiseAI Power

Now, Meet Your AI-Powered Solutions

You've seen our human-led expertise with X Assure VA. Now discover intelligent AI tools that work 24/7 — from your AI receptionist to automated accounting and powerful document analysis.

All AI solutions are completely independent and can be purchased separately — no VA subscription required.

24/7 Intelligent ReceptionistStandalone AI Solution

X Assure Voice

AI-powered receptionist that handles intake, FNOL claims, and quote requests around the clock. Capture 40%+ more leads with seconds response time.

xassure.co/voice/intelligent-call handling

Intelligent Call Handling

Automated intake

FNOL Claims Filing
Quote Request Collection
Policy Verification
Call Routing
After-hours Coverage
Lead Qualification
Appointment Scheduling
Premium Payment Calls
Endorsement Requests
Chat with Your Agency FinancesStandalone AI Solution

X Assure Books

Connect to bank accounts, auto-categorize transactions, and ask questions in plain English for instant insights on commissions, cash flow, and payables.

xassure.co/books/bank-account sync

Bank Account Sync

Automatic tracking

Multi-bank Connection
Auto-categorization
Transaction Matching
Duplicate Detection
Real-time Updates
Secure Bank-grade Encryption
Historical Import
8 Powerful AI ToolsStandalone AI Solution

X Assure AI

Quote Comparison, Policy Delta, Gap Analysis, Post-Bind Auditor and more. 99.8% accuracy, SOC2 compliant, with AMS integrations.

xassure.co/ai/quote-comparison

Quote Comparison

Side-by-side analysis

Multi-carrier Normalization
Premium Breakdown
Coverage Winner Indicators
AI Recommendations
Client-ready Reports
Confidence Scoring

The Complete X Assure Suite

Everything your agency needs — human expertise, AI tools, and intelligent automation.

Choose human support, self-service AI, or both — your agency, your way.

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

Explore Our Complete Suite

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