eDesk

Point of Contact: Lisa Drago, Agency Consultant
Website: https://edesk.io

Available Services: Agency Back Office Services – Quotes / Certs / Renewals / DBR / Remarketing & More

IAOA Exclusive Discount Code

The discount code for a One Month Free Trial to experience the service firsthand & ensure smooth onboarding & training agency specific workflows & processes is: IAOABETTERTOGETHER

All caps, no spaces, just like you see it above 🙂

SERVICE TO SUIT ANY SIZE OF BUSINESS

eDesk handles a range of back office tasks for insurance agencies nationwide. Our service helps reduce your agency staff’s workload, and lower costs while raising productivity, increasing capacity and ultimately boosting profitability.

What can the eDesk team do for your Insurance agency?

Starting at just $600/month you can assign a wide range of time consuming agency tasks to eDesk, freeing up HOURS of your time per week while INCREASING SALES.

  • Pick From Our 2- 4- 8 Hrs a Day Packages To Have Your Assistant Handle :
  • Quotes (Faster Responses – Increases Sales)
  • Renewals (Timely Intervention To Avoid Pitfalls)
  • Issue Certs & EOI (Reduce Response Rates )
  • Carrier Downloads & Document Management (Better Visibility)
  • Policy Checking (Quality Matters )
  • Commissions & Accounting ( Accurate Insights )
  • Several Other Tasks That Go Into Agency Management