John
GBeDesk 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.
Lasa Links Insurance, Inc.
GBBreath of Fresh Air Professional, Knowledgeable, Hardworking and Honest. I was beginning to lose hope in finding good help, until I found eDesk. They have been a huge help since starting with my agency. Great job, Raghu!
ARG Insurance
GBEdesk Saved our Agency EDesk helped us organize and restructure our agency so it was running more smoothly. They are reliable, easy to work with and go above and beyond to complete the assignment you give them. We would recommend them to all of our colleagues in the field.Thank you Edesk!!!
R. Smith, President
GBP&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.
Lisa Cherie Bushon
GBWe 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!