Working smarter together
Delegate your administrative, CRM, and client tasks to skilled remote professionals so you can focus on what matters most.
Why Business Owners Trust Legacy WorkDesk
Vetted & Trained Virtual Assistants
1+ month mentorship + performance-based selection
Tailored Task Alignment
We work with your tools, not against them
Scalable Support
From daily tasks to full adminitrative support
What Our Virtual Assistants (VAs) Can Do For You
Our virtual assistants are more than task-takers — they’re trained partners dedicated to keeping your business running smoothly. From managing your CRM to following up with clients, processing insurance claims, or organizing your calendar, our Virtual Assistants handle the time-consuming administrative work so you can focus on growth. Each assistant is vetted, mentored for a month, and matched to your tools and workflows, ensuring a seamless fit into your day-to-day operations.
Whether you need reliable lead generation, accurate data entry, or prompt email and appointment management, Legacy WorkDesk Virtual Assistants are ready to deliver. We adapt to your business needs, offer flexible support, and provide add-on services like CRM cleanup, email automation, and social media coordination. The result? Fewer headaches, more productivity, and a support system you can trust to help your business thrive.
CRM management
Client communication & follow-ups
Appointment setting
Administrative Support
Social Media Management and Marketing
Ads and Media Buying
Why Insurance Agents, Healthcare Providers, and Small Business Owners Hire Filipino Virtual Assistants
Cost-Effective Without Compromising Quality
Hiring a Filipino Virtual Assistants gives you access to skilled professionals at competitive rates, allowing you to save on overhead while still receiving high-quality work.
Strong English Communication Skills
Filipino Virtual Assistants are known for excellent English proficiency and cultural adaptability, making client and team communication smooth and professional.
Industry-Specific Expertise
From managing insurance claims to handling patient records (HIPAA-compliant) or coordinating small business operations, our Virtual Assistants adapt quickly to specialized workflows.
Reliable Work Ethic and Dedication
Filipino Virtual Assistants are highly valued for their commitment, attention to detail, and ability to work independently — giving you peace of mind that tasks get done right.
How Legacy WorkDesk Works
Discovery Call
- Understand your business needs and goals
- Review your current tools and workflows
- Recommend the best Virtual Assistants support for you
Virtual Assistant Matching
- Handpick a Virtual Assistantsbased on your required skills
- Match experience to your specific industry or tasks
- Ensure compatibility in work style and communication
Onboarding
- Set up accounts, tools, and task lists
- Provide training on your processes if needed
- Start tasks without long delays or steep learning curves
The Legacy WorkDesk Promise
We make hiring a Virtual Assistants simple, and stress-free.
Perfect Match – The right Virtual Assistants for your needs—or a free replacement in 14 days.
Reliable – Your Virtual Assistant works with minimum latency and has backup power and internet systems, so deadlines are met rain or shine.
Ready to Work – Trained, tool-savvy, and quick to adapt.
Secure & Private – NDA-signed with strict data protection.
Clear Communication – Regular updates & fast responses.
✅ Your business, handled with care.
Legacy WorkDesk completely changed how I run my business. My Virtual Assistants took over CRM updates, client follow-ups, and calendar management within days — and she works so seamlessly with my team, it’s like she’s been with us for years. I’ve saved at least 15 hours a week, and my clients notice the difference in our response time. Legacy WorkDesk doesn’t just give you help — they give you peace of mind.
— Anna Reyes, Insurance Agency Owner
Having a Virtual Assistant has significantly improved our team’s time management. The personal touch of a live representative answering calls and assisting clients aligns perfectly with our small business’s commitment to personalized service. In addition to client support, she handles remarketing, CRM management, and COI preparation—freeing up our producers to concentrate on new business development and licensed agent servicing duties.
The improved work-life balance this has brought to our entire team has been invaluable. We’re extremely pleased with the support and professionalism provided by Legacy WorkDesk.
— Marie-Tess Fitzpatrick, Insurance Agency owner
Frequently asked questions
How quickly can I get matched with Virtual Assistants?
Most clients are matched within 3–5 business days after our discovery call.
What if the Virtual Assistant is not a good fit?
We offer a 14-day free replacement guarantee—no replacement fee, only pay for the hours worked.
Do your Virtual Assistants have experience in my industry?
Yes! We have trained Virtual Assistants for insurance agencies, medical practices, and small businesses—equipped to quickly learn your SOPs, tools, and workflows so they can adapt seamlessly to your operations.
Do I need to train the Virtual Assistants?
Our Virtual Assistants are pre-trained and experienced with the tools most businesses use. We’ll handle the onboarding to match your systems, but for a fully personalized approach, we recommend a training to align them with your specific processes, preferences, and brand voice.
What tasks can a Virtual Assistants handle for me?
From administrative work, lead management, and appointment setting to social media, ads, and reports—we match tasks to your needs.
Can my Virtual Assistants work in my time zone?
Yes. We can assign a Virtual Assistants who aligns with your preferred schedule.
Get in touch with us!
Tired of juggling everything on your own? Let’s talk about your challenges and find the right support to lighten your load.
- +1 301-673-1383
- [email protected]
- 20300 Seneca Meadows Pkwy Suite 205 Germantown, MD 20876