Frequently asked questions

AgentDesk is a cloud CRM for Indian insurance agents, mutual fund distributors, financial advisors, loan DSAs and multi-product firms. It brings clients, families, policies, investments, loans, claims, leads, meetings, documents and reports into one system.

It can be used by individual advisors, small teams and larger financial-services organisations. Plans can enable the modules relevant to the business.

No. AgentDesk provides ready modules and forms for common advisory workflows. Admins can also change fields, sections, dropdowns and permissions without custom development.

iOS and Android apps are coming soon. They will follow the same branding, modules and permissions as the web version, subject to the organisation’s plan.

Yes. AgentDesk supports separate customer records and forms for individuals and companies.

Yes. Clients can be grouped into households with a family head, allowing the team to view the family’s complete relationship.

Yes. Admins can add custom fields and sections to customers, companies, policies, claims, bonds, FDs, mutual funds and loan cases.

When an organisation connects Google Drive, documents uploaded through AgentDesk are stored in that organisation’s Drive in folders organised by customer.

Yes. Admins can download the organisation’s data backup, and daily backups can be saved to the connected Google Drive.

AgentDesk includes ready forms for 15 general insurance and 7 life insurance product categories. Admins can also change forms and add products.

Yes. Policies can be filtered by upcoming or past end dates, and the dashboard groups renewal work by urgency.

Yes. Claims can be tracked from intimation to settlement with amounts, documents, follow-up dates and status history.

Yes. It supports lumpsum investments, SIPs, purchases, redemptions, daily NAV updates, return calculations and value as of a selected date.

Yes. AgentDesk stores detailed FD and bond information and provides maturity schedules for upcoming client action.

Yes. Each lender application can have its own stage, reference, amount, query, sanction and disbursement information.

Yes. It supports payout grids, expected payout calculations, TDS, reconciliation, disputes, receipts and clawback risk, subject to permissions.

Yes. Permissions can be set by role for viewing, creating, editing, deleting and exporting each module.

Yes. Reports can be exported to Excel, CSV and PDF on the web, and on the mobile app when it launches.