Every quote, policy and agent on one desk
Agency Desk gives insurance agencies one place for the sales pipeline, service tickets, commissions and agent onboarding — so nothing lives in three tabs and a spreadsheet.
Open the appTake the product tourWhat's inside
Eight screens that replace the stack of tools an agency runs on.
Quotes & pipeline
Import a lead file and work every quote from new to open, then sold or unsold — carrier, premium and agent attached.
Sales & commissions
Log each policy once and see written premium, commission owed and what has already been paid out.
Service desk
Client requests arrive as tickets with a category and priority, and stay visible until someone resolves them.
Agent hierarchy
Multilevel teams with commission splits — every agent sees their own book and their downline, never someone else's.
Onboarding packets
License, NPN, E&O certificate, direct deposit and a signed agreement collected in one sheet, then reviewed.
Training & reports
A carrier training library your agents actually find, plus commission statements exported as CSV or PDF.
Follow-up text automations
New leads get a text the moment they land, and quoted clients are chased on a schedule — twice a day, then every other day — until they buy or say stop.
Book of business tracking
Every policy in one book with its carrier, term and premium, so renewals, notes and service history sit next to the client they belong to.
How it works
Live in an afternoon, not a quarter.
Your agency email is the login, invites go out by email, and every record is scoped to the agent tree you already run.
- 01
Bring your book in
Upload a CSV or Excel lead list. Rows are matched to the agent who owns them, so quotes land in the right book on day one.
- 02
Work the pipeline
Leads move new → open → sold or unsold. Premium, carrier and effective date stay attached, and close rate updates itself.
- 03
Pay, onboard, grow
Approve a new agent's packet, hand over their training, then export commission statements for the month.
Pricing
One fee per agent, downline included.
Each agent runs their own plan. The fee covers that agent plus up to five downline agents on their team — add a sixth and each extra agent is $19 a month on the same plan.
Per agent
Includes up to 5 downline agents. Billed monthly by card, and the first 14 days are free — no charge until the trial ends.
- Up to 5 downline agents on every plan
- Quotes, sales, service desk and reports
- Team hierarchy with downline visibility
- Onboarding packets and the training library
- $19 a month per agent after the first 5
- 14-day free trial on every new plan
Have a one-month-free code? Apply it at checkout.
Questions
The things agencies ask us first.
Can one agent see another agent's clients?
No. Access follows the team tree: an agent sees the quotes, sales and service tickets in their own book plus their downline. Admins see the whole agency. This is enforced on the data layer, not just in the screens.
Do I have to retype my existing book of business?
No. Import a CSV or Excel lead file and each row is assigned to the right agent — new leads arrive with status "new" and are ready to work.
How do commissions work?
Each sale records premium and commission. The tracker shows what is owed per agent, and marking a commission paid moves it into the paid total.
How is onboarding handled?
A new agent fills in license, NPN and direct deposit details, signs the agreement, and uploads their license and E&O certificate. The packet is submitted to an admin for review.
What happens after the free trial?
Each agent pays $99 a month, which covers their seat plus up to five downline agents. Every downline agent after the first five is $19 a month on the same plan. Billing starts once the 14-day trial ends; admins can waive the fee for individual agents, and single-use discount codes add a free month.
Try it on your own book
Run the whole agency from one desk.
Sign in with your agency email, import a lead file and see your pipeline, commissions and team in one place.
Open the app