Guide: Outsourcing
Joined April 2024 | Last Updated September 2024
At Cover Desk, we manage your repetitive tasks so you can concentrate on building strong client relationships. Let us handle the daily grind, allowing you to focus on what truly matters – your clients.
Features & Quick Stats
How Cover Desk Helps Independent Agents/Brokers: By providing additional capacity to agencies. Our virtual assistants are providing customer support for both personal and commercial lines insurance. Insurance accounting support, claims support, and IT support.
Partnerships: Vertafore, Applied, HawkSoft, FAIA, IAOA
Certifications/Awards: Inc. 5000 (No. 317)
Exclusive Catalyit Deal: Yes – 10% off the setup fee. Agencies will also qualify for different discounts if they hire in bulk for their agency or organization.
Videos:
Key Features:
- Dedicated Virtual Assistant – Personal and Commercial Lines
- On-Demand Virtual Assistant – Personal and Commercial Lines
- Spanish Bilingual Virtual Assistant – Personal and Commercial Lines
- Claims Assistants – First Notice of Loss, Initial Claim Check, Insured 10-Day Follow-up, Open Claims Review
- Insurance Accounting
Cover Desk Videos
Let's Talk Outsourcing
Need 1:1 Help?
Our team of industry leaders can help you maximize your existing technology, discover and evaluate potential alternatives, and even assist with implementing new solutions in your agency.
Compare Cover Desk to other solutions on the Catalyit Outsourcing Guide.
Submit your review | |
