eDesk

2505 Canterbury Lane, 93063, Simi Valley, United States
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5.00
Based on 20 Reviews

5

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About eDesk

eDesk offers insurance agencies with growth centric back office services. Each service is powerful alone — but even better when used together.

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R. Smith, President
GB

P&C Insurance Data Migration Our client is a top 30 P&C Insurance Broker. In support of an acquisition and subsequent data migration, we subcontracted eDesk to handle the manual migration of Client Data, Policy Data, Producer Data and Certificates to the client's agency management system (Vertafore AMS360). The eDesk team was always ready, timely to complete and accurate. We are looking forward to our next opportunity to work with eDesk.

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Lisa Cherie Bushon
GB

We changed from another agency VA to… We changed from another agency VA to edesk and are very happy. We use them for both personal & commercial. I have found their sweet spot is in commercial servicing. They are very good!

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John
GB

eDesk is the best decision we have made in years eDesk makes it easy to outsource time consuming, but important tasks. Out P&C department has 8 people and everyone loves eDesk. Everyone we work with at eDesk is professional and work to fully customize the process for each task prior to starting. Each task our agency has given eDesk has been performed as well as we perform it in the states, sometimes better. Currently, we have them check policies, create renewal certificates, create non time sensitive certificates and track client related costs for health benefits. Endorsement processing will be next once commercial download is up and running. I can't recommend them enough. I interview both of the larger firms in India and China and I dont know how they could do better. The low cost start up with eDesk made it easy to try outsourcing for the first time and I am glad I did.

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Michael B.
GB

Raghu and Jamie have been wonderful to… Raghu and Jamie have been wonderful to work with. They are both extremely professional and detail oriented. I highly recommend them for any of your outsourcing needs.

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Cathy Biby
GB

We think we have found our solution! We have found eDesk to be very cooperative and proactive about working with us to develop the best process and make adjustments as we both learn how to facilitate work needed. With having some of their staff experienced in insurance, it takes away our reservation about the training and level of experience their staff might have. They have been very professional and great in their communications with us.

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