AgentDesk
Everything in one place
Never miss a follow-up
See new leads, overdue follow-ups and work due today. Assign each lead to a team member and set the next follow-up date.
Made for Indian insurance agents, MFDs, financial advisors and loan DSAs
Manage every lead and client in one place.
Keep your leads, follow-ups, clients, policies, investments, loans, claims and meetings organised in one easy CRM. Know what is due today and never miss an important follow-up, renewal or maturity.
Use it on the web today. iPhone and Android apps are coming soon. Choose only the modules your business needs.
Good morning, Priya
Friday, 16 October
Renewals this week6
Meetings today3
Overdue2
Follow-ups due today
- Rakesh Patel Term plan quote · Call
- Meena Iyer SIP top-up · WhatsApp
- Arjun Singh Home loan docs · Call
- Fatima Shaikh Health renewal · Visit
Leads by stage
New18
Contacted12
Meeting7
Won4
DSNSKS+1
Shah family 6 policies · 3 SIPs
Premium due · ₹24,500
11:30 Meeting · Mehta family
FD matures 2 Nov
Built for the daily work of Indian financial advisors.
- 12business modules
- 22ready insurance product forms
- 15ready reports
- 13loan products
- 3Web today, iOS and Android soon
The daily problem
Are your client details spread across Excel, diaries and WhatsApp?
When information is kept in different places, follow-ups get missed, renewals become difficult and staff do not know what to do next. AgentDesk keeps all important work in one place, so you and your team can stay organised.
- A new lead comes, but nobody knows who should call.
- Follow-up dates are written in different diaries or spreadsheets.
- Policy renewals and investment maturities are easy to miss.
- Client and family details are stored in many different files.
- Staff ask the owner for information again and again.
- Monthly reports take hours to prepare in Excel.
AgentDesk helps you know what is pending, who is responsible and what must happen next.
Main benefits
Simple tools to manage and grow your business.
See complete client details
Open one client page to see family members, policies, claims, mutual funds, fixed deposits, bonds, loans, meetings, referrals and documents.
Get renewal and maturity reminders
See upcoming policy renewals, premium dates, SIP instalments, FD and bond maturities, claim follow-ups and client meetings.
Convert a lead without retyping
When a lead becomes a client, move the details, documents and meeting history with one click. You can also create a loan case during conversion.
Manage your team
Assign leads, tasks, meetings and loan cases. Decide who can view, add, change, delete or export information.
Work from your phone (coming soon)
The iPhone and Android apps are coming soon, so you can call or WhatsApp clients, update follow-ups, add policies, upload documents, manage meetings and share reports on the move.
How it works
From new enquiry to regular client—everything stays connected.
- 1
Add the enquiry
Add a lead using only a name and mobile number or email. Website forms and webhook connections can also send enquiries into AgentDesk.
- 2
Assign the lead
Select the team member, lead source, priority and stage. Every lead has a clear owner.
- 3
Set the next follow-up
Choose tomorrow, three days, next week or any date. Overdue and due-today follow-ups remain visible.
- 4
Keep the full history
Save calls, notes, emails, meetings, documents and stage changes. If another staff member takes over, the full history is available.
- 5
Convert the lead
Create the customer record without entering the same information again. Documents and meeting history move with the customer.
- 6
Continue the relationship
Manage policies, investments, loans, claims, renewals, maturities and future meetings from the same customer record.
DS
Dinesh ShahFamily head · Ahmedabad
Sample
Total cover₹2.4 Cr
Yearly premium₹1,18,600
Invested₹38.5 L
- NSNisha Shah SpouseHealthSIP ₹10,000
- KSKaran Shah SonTermCar loan
- RSRekha Shah MotherFD · matures 2 Nov
Next: Motor renewal for Karan on 28 Oct
Customer and family
See the client and the complete family on one screen.
A client may have insurance, mutual funds, fixed deposits, bonds and loans in different family members’ names. AgentDesk groups the family together, so you can understand the complete relationship and serve them better.
- Keep separate records for individuals and companies.
- Group customers under one family head.
- See policies, investments, loans, claims and documents together.
- Check total cover, total premium and amount invested.
- See upcoming renewals, maturities, SIPs and claim follow-ups.
- Search by name, mobile number, email, PAN or GST.
Solutions
Select the work you do.
AgentDesk can be set up for insurance, investments, loans or a business that handles all three.
For insurance agents and brokers
Manage policies, renewals and claims without confusion.
Keep complete life and general insurance policy details, nominee information, premium schedules and renewal history. Track claims from first intimation to final settlement.
See Insurance Features- 22 ready insurance product forms
- 15 + 7 general and life insurance forms
- Smart forms that show only relevant questions
- One-click policy renewal
- Automatic renewal and premium-due emails
- 13 claim types with follow-up and settlement tracking
For MFDs and wealth advisors
See every client’s investments and upcoming maturities.
Manage mutual funds, fixed deposits and bonds along with the client’s insurance and loans. See current values, returns and money coming back soon.
See Investment Features- Search AMFI-listed mutual fund schemes
- Daily NAV updates
- Lumpsum, SIP, purchase and redemption records
- FIFO gains, XIRR and CAGR
- FD maturity calculation and reminders
- 12 bond types with coupon, rating, YTM and maturity details
For loan DSAs
Manage every loan file from documents to payout.
Track applicants, documents, lender applications, queries, sanctions, disbursements and the payout the lender owes you.
See Loan DSA Features- 13 ready loan products
- List and drag-and-drop Kanban views
- Document checklists based on product and employment type
- Applications with multiple lenders
- Queries, sanctions and part disbursements
- Expected payout, TDS, reconciliation and clawback tracking
- Top-up and balance-transfer opportunities
For teams and agency owners
Give every team member the right work and the right access.
Assign responsibilities, check pending work and control which records and reports each person can see.
See Team Features- Four ready roles: Org Admin, Manager, Agent and Viewer
- View, add, change, delete and export permissions by module
- Separate access settings for reports
- Payout figures protected from staff without permission
- Dashboards based on the person’s role and plan
Today’s work
Open AgentDesk and know what to do today.
Your dashboard shows the work that needs attention. Each person sees information based on the modules and permissions available to them.
8:00 AMYour work for today
Get a morning email with the day’s work.
When work is pending, each team member can receive an 8 AM email showing meetings, lead follow-ups, family reviews and loan items that need attention.
- New leads and follow-ups due
- Today’s meetings and tasks
- Policies renewing soon
- Families due for a meeting
- Claims that need follow-up
- Loan cases and lender queries
- Upcoming birthdays
- Recently added customers
Renewals and client service
Never miss an important client date.
AgentDesk keeps important dates visible before they become urgent. See what is due, contact the client and record the result.
28 OctPolicy renewal · ₹14,200
2 NovFD maturity · ₹5,00,000
5 NovSIP instalment · ₹5,000
9 NovPremium due · ₹24,500
12 NovBond call date
15 NovClient review meeting
18 NovClaim follow-up
21 NovLoan sanction expiry
25 NovBond maturity · ₹2,00,000
1 DecLoan follow-up
4 DecHealth renewal · ₹31,800
10 DecPremium due · ₹8,950
Better follow-up means better service, more renewals and more chances to do business with existing clients.
Planner
Keep calls, meetings, follow-ups and tasks in one calendar.
View the Planner by month, week, day or agenda. Link an activity to a client, lead or loan case, assign it to a team member and record the outcome after completion.
- Meetings, calls, follow-ups and tasks
- In-person, phone and video meetings
- Team calendar view
- Drag-and-drop date changes
- Missed, cancelled and completed outcomes
- Families that have not been contacted for a long time
- One-way Google Calendar sync, when included in the plan
Week of 19 Oct
Drag a card, or tap a card then a day
Mon 19
10:00 Call · Rakesh Patel
Tue 20
11:30 Meeting · Mehta family
Wed 21
Thu 22
15:00 Video · Loan docs review
Fri 23
Task Send FD renewal form
Sat 24
Reports
Get ready reports without making Excel sheets every month.
AgentDesk gives you 15 ready reports for customers, KYC, renewals, policies, premium, claims, investments, maturities and leads. Use Indian financial-year date options and export reports to Excel, CSV or PDF.
- Business overview
- Customer register
- KYC proofs pending
- Birthdays and anniversaries
- Renewal due
- New business register
- Premium summary
- Claims register
- Open claims ageing
- Settlement ratio
- Bond holdings and maturity schedule
- FD maturity schedule
- FD book
- Lead pipeline
Customisation
Make AgentDesk work the way your office works.
Add your own fields, sections and dropdown choices without asking a developer. Decide what information is required and which questions should appear.
- Add text, number, date, yes/no, dropdown and other fields.
- Add your own sections to customer and product forms.
- Show a question only when it is required.
- Add repeating rows for family members, vehicles, travellers or locations.
- Change lead stages, sources, insurers, policy statuses and other lists.
- Add your logo, colours and fonts across web and mobile.
Try it: add a field to the customer form
Brand colour
SF Shah Finserv · New customer
Full nameDinesh Shah
Mobile99044 55977
PANABCPS1234D
Today
4 follow-ups due
MIMeena IyerSIP top-up
ASArjun SinghHome loan docs
FSFatima ShaikhHealth renewal
Upload policy photo
Mobile app · Coming soon
Your complete CRM, soon on your phone.
The AgentDesk apps for iPhone and Android are coming soon, with the same client information, modules, team permissions and branding as the web app.
What agents will be able to do on mobile
- Check today’s work
- Search clients and view family details
- Add policies and renew existing policies
- Log and update claims
- Call or WhatsApp leads
- Change lead stages and follow-up dates
- Take photos and upload documents
- Schedule meetings and save outcomes
- Export and share reports
Security
Keep your client information safe and under your control.
Financial advisors hold important personal and financial information. AgentDesk protects access with mobile OTP, two-factor authentication, short sign-in sessions, account lockout and permission checks.
- Mobile OTP
- Two-factor authentication
- Short sign-in sessions
- Account lockout
- Permission checks
Control what staff can see
Set access by role. Staff only see the modules, actions and reports allowed for their work.
Keep documents in your Google Drive
Customer documents are stored in the organisation’s connected Google Drive. Staff use the files through AgentDesk and do not need direct access to the Drive account.
Get a daily backup
A full organisation backup is saved to the connected Google Drive every day. An administrator can also download a backup when needed.
Avoid accidental deletion
Important delete and reset actions require typed confirmation.
The button stays locked until the word matches.
Your clients. Your documents. Your data.
Keep uploaded documents and daily backups in your organisation’s Google Drive. Download a complete backup when required, including after a subscription change.
Learn About Data ControlKnow exactly what AgentDesk manages.
AgentDesk manages
- Leads, follow-ups, website enquiries and Meta lead ads
- Customers and families
- Insurance policies and claims
- Mutual funds, fixed deposits and bonds
- Loan cases, documents, lenders and DSA payouts
- Meetings, tasks and relationship reviews
- Referrals and referrer payments
- Reports, team permissions, documents and backups
AgentDesk does not currently manage
- Insurance commission statements or reconciliation
- Mutual fund trail-commission reconciliation
- Transactions performed inside insurer, AMC or lender platforms
AgentDesk does track loan DSA payouts and commissions payable to referrers.
Who can use AgentDesk?
AgentDesk is made for Indian insurance agents and brokers, mutual fund distributors, wealth advisors, loan DSAs and financial-services teams.
Is AgentDesk easy for a small office to use?
AgentDesk keeps daily work in clear lists, dashboards, forms and reminders. An organisation can switch on only the modules it needs, and team members see only the screens allowed for their work.
Can AgentDesk capture leads from my website?
Yes. You can build a branded AgentDesk enquiry form, embed it on your website, connect a plain HTML form or send leads through a webhook.
Can leads from Facebook and Instagram ads come in automatically?
Yes. Connect your Facebook Pages and every lead from your Facebook and Instagram lead ads arrives in AgentDesk automatically, with the campaign and ad it came from. Set the owner, stage and source for each form, and import leads from the last 90 days.
Can I assign leads to my staff?
Yes. You can assign leads individually or in bulk and set the lead stage, source, priority and next follow-up date.
Can I move a lead into the customer list?
Yes. One-click conversion moves the lead’s details, documents and meeting history into a customer record. You can also create a loan case at the same time.
Can I manage the client’s family?
Yes. Customers can be grouped into a household with one family head, helping you see products and opportunities across the full family.
Can I manage insurance renewals and claims?
Yes. AgentDesk tracks policy end dates, premium schedules, renewal stages, nominee details and claims from intimation to settlement.
Can I manage mutual funds, FDs and bonds?
Yes, when these modules are part of your plan. AgentDesk supports mutual fund transactions and returns, FD maturity details and 12 types of bonds.
Can I manage loan files and lender payouts?
Yes. The Loan DSA module covers documents, lender applications, queries, sanctions, disbursements, expected payouts, TDS, reconciliation and clawback risk.
Does AgentDesk calculate insurance or mutual fund commission?
AgentDesk does not currently create insurance commission statements or reconcile mutual fund trail commission. It does track loan DSA payouts and referrer commissions.
Can my staff use AgentDesk on their phones?
Native iOS and Android apps are coming soon. They will use the same organisation data, plan and permissions as the web version.
Where are my documents stored?
Documents are stored in your organisation’s connected Google Drive and opened through a signed-in AgentDesk session.
Can I download my data?
Yes. An administrator can download a full organisation backup. Daily backups are also saved to the connected Google Drive.
Can I see AgentDesk before I buy?
Yes. Book a free demo and our team will walk you through AgentDesk with examples from your kind of business. Book a demo.
Keep your complete business organised with AgentDesk.
Manage leads, follow-ups, clients, policies, investments, loans, claims and meetings from one place. Start with the modules your business needs.
Made for Indian insurance agents, MFDs, financial advisors and loan DSAs.