Joined April 2024 | Last Updated February 2025

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

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

How Virtual Assistants and Back-office Support 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)

Subscriber Deals

10% off the setup fee. Agencies will also qualify for different discounts if they hire in bulk for their agency or organization.