Loan DSAs
Loan DSA Process: Tracking a Loan File from Lead to Disbursement
A simple, step-by-step guide to the loan DSA process, from the first enquiry to disbursement and payout, with practical tips to avoid delays, lost files and missed payouts.
AgentDesk Blog
Guides for insurance agents, MFDs and loan DSAs
Simple, practical guides on leads, follow-ups, renewals, client records and growing an advisory or DSA business in India.
Client Management
Why Keeping Family Records Together Helps You Serve Clients Better
When you can see a client's whole family in one place, you give better advice, spot gaps in cover and never miss a renewal for a spouse or parent. Here is how to build family records, step by step.
Practice Management
Excel vs CRM: When Should an Insurance Agent or MFD Switch?
Excel is a great place to start, but as your client list grows it starts to cost you renewals and time. Here are the clear signs it is time to move to a CRM, and how to switch without stress.
Put these ideas to work in AgentDesk
Keep leads, clients, policies, investments, loans and follow-ups in one easy CRM. Book a free demo to see it with your own kind of work. iPhone and Android apps are coming soon.
