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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max olson
GB

Edesk has been great for our agency Edesk has been great for our agency. We're actually using two Virtual assistant companies presently and we see a night and day difference between Edesk and the other company that we use. Edesk does a great job following up on items they need to complete tasks given to them, they check in when a project is partially completed to make sure they are doing things the way that we want, and their end product is great. We're very pleased.

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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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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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