Start Date: 12/9/2026 1:00 PM EST
End Date: 12/9/2026 1:30 PM EST
Organization Name:
PRMA
Contact:
Private Client Support, Built to Scale | Webinar hosted by Cover Desk
Private client agencies are expected to deliver high-touch service while managing growing workloads and a competitive hiring market. In this dedicated webinar,
Cover Desk will share how insurance-trained virtual assistants, based in offices in the Philippines and Mexico, can support personal and commercial lines service, quoting, claims, and insurance accounting while working directly in your agency’s management and phone systems.
Attendees will see how agencies are using this model to expand capacity, free up experienced staff for client relationships, and grow without adding local headcount.
Takeaways:
- Which service, quoting, claims, and accounting tasks can be handed off, and which are best kept in-house
- How dedicated and on-demand support models compare, and how to choose the right fit for your agency
- What security, training, and oversight questions to ask before bringing on virtual support
