eDesk

2505 Canterbury Lane, 93063, Simi Valley, United States
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5.00
Based on 20 Reviews

5

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4

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3

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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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R. Smith, President
GB

P&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.

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Jessica Sager Hartline
GB

Their customer service and desire to be… Their customer service and desire to be an asset to my agency makes this a company I would definitely recommend and work with again in the future. Easy to work and communicate with.

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Rob Jackson
GB

We have been blown away by the… We have been blown away by the experience of working with eDesk! From their commitment to excellence to their consistent updates-they have far exceeded my expectations! Truly could not have asked for a better partner to work with and I plan on utilizing their services to help our company grow for many years. By having them work on some of our remedial tasks, it has opened up more time for our staff to work on more revenue-generating items which has been a big boost for us.

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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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Sean Ortega
GB

Incredibly Grateful We Found eDesk It's always nerve wracking working with an outsourcing vendor, since their knowledge and reliability are total unknowns. Our agency was referred to eDesk by a couple of our trusted contacts, which meant a lot to us. Fortunately, our experience with eDesk has also been absolutely stellar. We've found the eDesk team to be extremely experienced and accommodating to all of our workflows. We recommend them without any hesitation!

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