Product Overview
One CRM for your complete advisory business
Manage every client, family, policy, investment, loan, claim, lead and meeting in one place. AgentDesk helps you stay organised, follow up on time and serve every client with complete information.
Built for Indian insurance agents, mutual fund distributors, financial advisors, loan DSAs and growing teams.
Coming up
Stop managing your business in different places
Client details in one file. Renewals in Excel. Follow-ups in a diary. Documents in folders. Conversations on the phone. When information is spread across different places, important work can be missed.
AgentDesk connects the complete client relationship. Open one client record to see family members, policies, investments, loans, claims, meetings, referrals and documents.
Features
What you can manage
Clients and families
Keep complete details for individuals and companies. Group family members under one household and see the family’s complete business with you.
Explore Customers and FamiliesPolicies and renewals
Record life and general insurance policies using ready product forms. See renewals in advance and create the renewed policy without entering everything again.
Explore Policies and RenewalsClaims
Track every claim from intimation to settlement. Keep claimed, approved and settled amounts, pending documents and the next follow-up together.
Explore ClaimsInvestments
Manage mutual funds, fixed deposits and bonds along with the client’s insurance and loans. View current values, gains, SIPs and upcoming maturities.
Explore InvestmentsLoan cases
Manage loan files from document collection and lender login to sanction, disbursement and payout reconciliation.
Explore Loan DSA CRMLeads and follow-ups
Capture enquiries quickly, assign them to your team, schedule follow-ups and convert successful leads into clients without retyping their details.
Explore LeadsMeetings and tasks
Plan meetings, calls, follow-ups and tasks in one calendar. See which families are due for a relationship review.
Explore PlannerReports
Use ready reports for customers, policies, premiums, renewals, claims, investments, leads and loans. Export reports to Excel, CSV or PDF.
Explore ReportsBuilt around the client
The customer sits at the centre of AgentDesk. Policies, investments, loans, claims, meetings, referrals and documents connect to the same customer record. This gives your team the complete picture before every call or meeting.
Use it your way
Choose the modules your business needs. Add your team, set permissions, use your own fields and dropdowns, and apply your organisation’s logo and colours. AgentDesk can support an individual advisor, a specialist practice or a multi-product team.
Work from the office or outside
Use AgentDesk on the web today, with iPhone and Android apps coming soon. Search for a client, view documents, update a follow-up, renew a policy, manage a claim or share a report while travelling.
Today
Bring your complete business into one organised system
Start with your clients and add the modules that match your practice.
