Cover Desk Pt. 1 - Andy Priesman and Kelsey Tenallion

In this episode of the Insurance Perspectives Podcast, Brad Boldt sits down with Andy Priesman, CEO and founder of Cover Desk, and Kelsey Tenallion, Sr. Director of Business Development of Cover Desk, to talk about how Cover Desk can benefit an independent agent. Andy shares the origin story of Cover Desk, from hiring his first virtual assistant (VA) at Greenway Insurance in 2016 to building a 1,700-person operation. He and Kelsey break down what Cover Desk does differently: in-office infrastructure, end-to-end foundational training, and a client success team that supports agencies well past onboarding. They also get practical about the top duties VAs handle, what makes agencies succeed or fail with virtual staff, and their other services that make Cover Desk more than just a VA provider. Episode table of contents 00:00 - Introduction. 01:26 - What led to the creation of Cover Desk? 04:00 - What problems are you trying to solve with Cover Desk? 05:43 - What is the mission of Cover Desk? 07:31 - How has Cover Desk evolved since 2018? 11:06 - What are the top 3-5 duties that Cover Desk's VAs handle? 13:05 - What is unique about Cover Desk? 16:12 - How do agencies get the best results from a VA? 20:12 - Does Cover Desk have a program in which they're training the agency and the VA at the same time? 23:21 - What is the hardest part of working with insurance agents? 29:03 - What is the best part of working with insurance agents? 30:09 - Conclusion. ________________________________________________________________________ View all episodes of the Insurance Perspectives podcast ⤵️    • The Insurance Perspectives Podcast   Learn more about Cover Desk ⤵️ https://coverdesk.com/   / coverdesk     / coverdesk   To get in touch with today's guests, reach out below ⤵️ -Andy Priesman (  / andy-priesman-6286834  ) -Kelsey Tenaillon (  / kelsey-tenaillon-3a0683a2  ) -Brad Kaplan (  / bradkaplan1  ) -Brad Boldt (  / brad-boldt-00318278  ) More information about Kaplan Insurance Agency ⤵️ https://www.kaplaninsuranceagency.com/   / kaplaninsuranceagency     / kaplan-insurance-agency-inc-   If you’re looking to reach out to HawkSoft, please email [email protected]. For more information on HawkSoft, visit ⤵️ https://www.hawksoft.com/   / hawksoft     / hawksoft   https://x.com/HawkSoft Music by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/