Cover Desk | Vertafore

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 Rating, 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

Additional resources

In this episode of the Insurance Marketing Brain Dump Podcast, Keagan Henson of BriteBee goes solo at the ITC Insurance Connect Conference to talk with Andy Priesman of Cover Desk.

Andy Priesman joins Mike Stromsoe on this episode of the Unstoppable Profit Podcast. Andy is a veteran in the insurance industry and has led it with utilizing innovative technology and processes.