Cover Desk

Cover Desk is an innovative industry leader in virtual assistance solutions.

Our partnership

With a team of over 200 highly educated virtual assistants based in the Philippines, Cover Desk brings personalized service and cutting-edge technology to independent insurance agents throughout the United States and Canada. Through Cover Desk’s turnkey virtual capabilities, insurance professionals can focus on their core insurance business with the administrative support needed to grow and thrive.

Cover Desk Founder Andy Priesman has been a Vertafore customer for 10 years, integrating Vertafore solutions into his independent insurance agency, Greenway Insurance. Participation in the Vertafore Orange Partner Program gives Cover Desk access to new creative technologies, and innovation to elevate the experience for customers.

Service offerings + Vertafore products

Cover Desk specializes in a variety of Vertafore products including AMS360, BenefitPoint, FSC Rater, ImageRight, PL Rater, QQCatalyst and Sagitta. It offers a multitude of services to allow insurance agents to concentrate on essential business without added headache from behind-the-scenes tasks.

Home

  • Processing mortgagee changes
  • Adding/removing scheduled coverage
  • Updating policy discounts (central burglar and fire alarm)
  • Making policy edits and corrections
  • Collecting client information for new business quotes
  • Sending documents for e-signature
  • Updating billing information including changing payment plans
  • Distributing memos and processing cancellations
  • Handling policy downloads
  • Reviewing policy increases
  • Quoting new business and remarketing accounts

Auto

  • Adding or removing drivers
  • Adjusting coverage on auto policies
  • Updating addresses on policies
  • Updating VINs or other corrections
  • Updating billing information including changing payment plans
  • Updating discounts on auto
  • Reviewing policy increases
  • Quoting new business and remarketing accounts
  • Calling clients regarding late payments and cancellations
  • Collecting signatures for exclusions or applications

Commercial lines

  • Completing certificates of insurance
  • Ordering loss runs
  • Policy checking
  • Making policy edits and corrections
  • Adding/removing scheduled coverage
  • Updating policy discounts
  • Sending documents for e-signature
  • Updating billing information including changing payment plans
  • Distributing memos and processing cancellations
  • Handling policy downloads
  • Reviewing policy increases
  • Quoting new business and remarketing accounts
“Cover Desk is the best service we’ve used since opening our agency—our retention is now 97.5%!”

Bradley Flowers

The Insurance Guys Podcast