COVER DESK

Dedicated virtual assistant services for insurance agencies, MGAs, and carriers.

Insurtech Infrastructure Growth Bootstrapped

Overview

Cover Desk is an insurance-specialized business process outsourcing (BPO) company founded in 2018 in Austin, Texas. The company provides dedicated virtual assistant services to independent insurance agencies, managing general agents (MGAs), insurance carriers, and insurtechs across the US and Canada. Its virtual assistants are based primarily in the Philippines (Metro Manila, Quezon City, Malolos) and Mexico (Monterrey), and are trained specifically in insurance operations, agency management systems, and carrier workflows.

The company was founded by principals who first optimized their own independent insurance agency operations before scaling the model into a standalone service. Cover Desk enables agencies and carriers to grow without proportional headcount growth by providing trained, dedicated offshore staff who function as direct extensions of the client organization. With 600+ organizations served and an INC 5000 ranking (#926), Cover Desk has established itself as a purpose-built workforce solution for the independent insurance channel.

Products & Services

Dedicated Virtual Assistants

Full-time offshore support staff exclusively dedicated to a single client organization. Virtual assistants are trained in insurance operations, agency management systems, carrier portals, and agency-specific workflows, functioning as long-term professional extensions of the agency.

Key Features

Dedicated single-client assignment (not shared)
Trained in insurance operations and AMS platforms
Integrated into client workflows and communication systems
Long-term relationship model with agency-specific onboarding

Target Users: Independent insurance agencies, MGAs, carriers

On-Demand Services

Access to 100+ trained virtual assistants for overflow, project-based work, or seasonal demand spikes, with 24-hour turnaround capability.

Key Features

Access to a pool of 100+ trained insurance VAs
24-hour turnaround
Flexible engagement for variable workloads

Target Users: Agencies and carriers needing flexible capacity

Cover Desk Cloud

Proprietary platform enabling virtual assistants to integrate directly into client agency technology stacks during US business hours.

Key Features

Direct integration with agency management systems (AMS)
Access to CRM platforms and carrier portals
Remote workflow enablement
Task management and reporting via Freshdesk

Target Users: All Cover Desk clients

Claims Management

Specialized claims workflow solutions for insurance operations, streamlining claims handling tasks for agencies and carriers.

Target Users: Agencies and carriers managing claims workflows

Insurance Accounting

Specialized accounting support for insurance operations, including agency accounting tasks and carrier reconciliation.

Target Users: Independent agencies and MGAs

Spanish Bilingual Virtual Assistant

Virtual assistant services delivered from Monterrey, Mexico, supporting Spanish-speaking clients and markets.

Target Users: Agencies serving Spanish-speaking customers

At a Glance

Founded: 2018
Headquarters: Austin, Texas, USA
Employees: 51-200
Funding: Bootstrapped

Category & Focus

Category: Insurtech Infrastructure
Subcategories: Insurance Workforce Solutions Business Process Outsourcing Agency Operations
Insurance Verticals: P&C Personal P&C Commercial Specialty/E&S
Target Customers: Agents/Agencies, MGAs/MGUs, Carriers