New Facebook and Instagram leads now arrive in AgentDesk automatically. See How It Works
Book a Demo

For insurance agents

Never miss a policy renewal or client follow-up

Keep every client, family, policy, premium, nominee, claim and meeting in one place. AgentDesk helps life and general insurance agents protect renewals and provide better service.

Book a Demo Talk to Sales
app.agentdesk.co.in / policies / renewalsSample data
Renewal call listPolicies ending soon
Active248
Due soon18
Overdue5
Lapsed3

3 policies end in this window

Fatima Shaikh9 daysHealth floater · ₹31,800
Karan Shah12 daysPrivate car · ₹14,200
Mehta Traders27 daysFire and burglary · ₹46,500

Your renewal book needs more than a spreadsheet

Insurance business grows through regular follow-up and dependable service. AgentDesk shows policies due soon, overdue renewals, premium dates, claims needing attention and families due for a meeting.

Key benefits

Keep every policy properly recorded

Choose from 22 ready-made insurance product forms covering 15 general insurance and 7 life insurance categories. Forms show relevant questions based on the product and can handle repeating details such as insured members, vehicles, travellers, locations and employees.

  • Keep insurer, policy number, cover, premium, frequency and policy dates together.
  • Record nominee details on each policy.
  • Search by client, insurer, product, status or renewal date.
  • Add your own products, sections and fields.
  • Create the next policy term using one-click renewal.
app.agentdesk.co.in / policies / newSample data
New policyQuestions change with the product
InsurerSelect insurer ▾
Policy numberP/0012/26/004512
Sum insured₹10,00,000
Premium₹31,800
FrequencyYearly ▾
Insured membersDinesh · Nisha · Karan + Add member

See renewals before they become urgent

Filter policies ending in the next 30, 60 or 90 days. The dashboard separates policies that are active, due soon, overdue, lapsed or expired, helping the team call the right clients first.

app.agentdesk.co.in / dashboard / renewalsSample data
Renewal status248 active policies
Active248
Due soon18
Overdue5
Lapsed3
Due in 0–30 days18
Due in 31–60 days23
Due in 61–90 days13
Expired2

Support clients during claims

Start a claim from the policy so the insurer and policy number are already available. Track the claim stage, amount, pending documents, claimant details and next follow-up until settlement.

Explore Claims
app.agentdesk.co.in / claims / CL-2209Sample data
Health reimbursementClaim CL-2209 · Fatima Shaikh
Claimed₹1,85,000
Approved₹1,62,000
Deducted₹23,000
SettledPending
  1. IntimatedPolicy and insurer filled in
  2. Documents PendingDischarge summary received
  3. FiledSubmitted to TPA
  4. Under ReviewNext follow-up on 18 Oct
  5. Approved
  6. Settled

Serve the whole family

Group clients into households and see the family’s policies, investments, loans and claims together. This makes annual reviews more useful and helps identify genuine protection gaps.

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

Keep your team accountable

Assign clients, leads and work to team members. Decide who can view, add, edit, delete or export each type of information. Managers can see work due across the team.

app.agentdesk.co.in / team / workloadSample data
Work due this weekBy team member
Priya Patel · Agent20 due14 renewals · 6 follow-ups
Rahul Verma · Agent12 due9 renewals · 3 claims
Neha Gupta · Manager5 dueReviews for 5 families
Imran Khan · AgentOverdue2 overdue follow-ups

Related pages

Policies and Renewals Claims Customers and Families Reports

Make every renewal and service request easier to manage

Move from scattered files and reminders to one organised insurance CRM.

Book a Demo Talk to Sales