Choose your service below to see exactly how we'll transform your insurance agency. 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
Never miss a call again. Our AI receptionist handles calls 24/7, captures leads, processes FNOL intake, and keeps your agency running—even when you're closed.
We start with a consultation to understand your agency's specific call handling needs—after-hours coverage, lead capture, FNOL intake, call forwarding rules, and more.
Our team sets up your AI receptionist with custom greetings, business hours, call routing rules, and voicemail options tailored to your agency.
We upload your FAQs, carrier information, and common scenarios. The AI learns your agency's specific knowledge to handle calls professionally.
Simply forward your phone line to your AI receptionist. No hardware, no apps, no complicated setup—just professional call handling.
Your AI receptionist goes live, handling calls 24/7. We monitor initial performance and fine-tune responses based on real interactions.
Continuous improvement based on call analytics. We refine scripts, add new FAQs, and optimize routing to maximize caller satisfaction.
Never miss a call—even after hours, weekends, and holidays
Every call becomes a lead with full contact details captured
AI handles first notice of loss and routes to the right team
Fast setup with no hardware—just simple call forwarding
We handle your agency's books so you can focus on growing your business. From transaction categorization to monthly reports—our team manages it all.
We start with a 30-minute call to understand your agency's financial pain points—reconciliation headaches, commission tracking gaps, and reporting needs.
We review your books, accounting software, and banking setup. Then we create a customized plan to streamline your agency's finances.
We securely connect to your accounting platform and banking systems. All credentials are handled via encrypted channels with strict access controls.
We handle your books every month—categorizing transactions, reconciling accounts, tracking commissions, and delivering clear financial reports.
Each month we deliver reports and meet to review your financial health. We continuously optimize processes and flag opportunities to save money.
A real person managing your books—not just software
Accurate tracking of all carrier commission income
Encrypted access with strict data protection standards
Fast onboarding from discovery call to full management
From SEO and social media to content writing and local listings—we build your agency's online presence so you can focus on serving clients.
We start with a consultation to understand your agency's marketing goals—whether it's more leads, better SEO, social media presence, or all of the above.
We audit your website, social profiles, and local listings. Then we build a tailored marketing plan with clear goals and timelines.
We set up tracking, optimize your profiles, and prepare your first round of content—blogs, social posts, and listing updates.
Your marketing engine goes live. We publish content, manage social posts, optimize listings, and start driving organic traffic to your agency.
Each month we deliver performance reports and refine the strategy. We continuously optimize content and campaigns to maximize your ROI.
We handle everything—SEO, social, content, and listings
Monthly reports showing traffic, leads, and ROI
Content and strategy built for insurance agencies
Fast launch with continuous optimization
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.
"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."
"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!"
"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."
Part-time or full-time VAs who handle quotes, renewals, certificates, and carrier submissions — so you can focus on clients.
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