AgentDesk
Talk to us

Renewals, service requests and new business, handled from your inbox.

We help independent insurance agencies with renewals, cross-selling and customer requests. The routine work gets done. The decisions come to you.

No login No install Nothing new to learn

It works through your email from day one, and with your AMS and carrier logins when you're ready.

Talk to us

What lands in your inbox

Real examples of the emails you get. Routine work arrives done. Decisions arrive ready.

RenewalNeeds your decision
AgentDeskTuesday 9:12 AM
Martinez Auto Repair renews in 52 days
$3,960$4,870+23%
The carrier dropped the multi-policy discount. Loss history is clean.
Fix with carrierRemarketRenew as is
From Carrier notice Your records
Client requestDone
AgentDeskTuesday 9:02 AM
Certificate of insurance sent to Johnson Landscaping
  1. Client asked by email
  2. Prepared from the policy on file
  3. Checked by Maria R., your CSR
  4. Sent from your agency address
From Client email Your records
New businessReady to quote
AgentDeskMonday 4:30 PM
Rivera family: home and auto, application complete
  1. Driver's licenses for 2 drivers
  2. Current declarations page
  3. Roof year and home details
  4. Quote and advise: you
Open application
From Prospect email Carrier portal

Works with what you already use.

Everything goes to one place: your agency's own AgentDesk address. Forward your email to it in one click, then add your AMS, carriers and files whenever you want.

FoldersSpreadsheets, PDFs, scans
Email
AMS
Carrier
AgentDesk youragency@desk.agenteazy.com
YouOne email per decision
  1. 1Forward your emailOne click. Nothing to install.
  2. 2Add the rest when you wantYour AMS, carrier logins and folders.
  3. 3Get one email backOnly when a decision is yours.

Win clients. Keep them. Grow them.

AgentDesk does the routine work at every step of the client's journey. You spend your time selling and advising.

What it's worth to your agency

Set to a typical independent agency. Move the sliders to match your book.

You stay in control.

Your agency, your clients, your license. AgentDesk works for you, never in your place.

Wording you approve

Client messages use wording you sign off on first. Nothing new goes out without it.

FromYour Agency
ToDana Lee
Hi Dana, your new ID cards are attached. Call us anytime.
Your Agency

Your decisions

Nothing is bound, cancelled or advised without your licensed agent.

Bind Rivera home policy Waiting for you
ApproveNot yet

Your clients' data

It only sees what you send it. You add more when you choose.

  • Emails you forward
  • Your passwords
  • +Your AMS and carriers, only if you add them

Every task on record

What came in, what was done, who approved it and when. Ready for your E&O file.

  1. Certificate request came in
  2. Prepared from the policy on file
  3. Approved by Maria R., CSR
  4. Sent from your agency address

Only the real decisions need a person.

Your team checks them, or a HumanAgent reviewer does.

ID cards for Dana LeeDone for you
Done for youNeeds a person

Your team

You, your CSR or your VA

1

HumanAgent

Trained reviewers, licensed when needed

1
Goes to a person when Premium up more than 15% Coverage question Cancellation + Your rule

Questions agents ask us

Something else on your mind? Talk to us.

Do I have to learn new software?

No. You keep using email. No login, nothing to install.

Does it work with all my carriers?

Yes. It starts from what already reaches you: carrier notices, client emails, your files. Carrier logins can be added later if you want.

Will it replace my CSR?

No. Your CSR stops chasing and retyping, and spends the time on clients.

Who talks to my clients?

You and your team. Routine messages go out in wording you approve. Anything personal stays with you.

What if it gets something wrong?

Anything unclear goes to a person. Nothing that changes a policy goes out without approval.

Is my clients' information safe?

It only sees what you send it. No passwords to start. Your data is never sold or used to train AI.

What about E&O?

Every task is on record: what came in, what was done, who approved it and when. Binding and coverage advice stay with your licensed agent.

What does it cost?

It depends on your book and what you want handled. Tell us about your agency and we'll give you a straight number.

Talk to us.

Tell us a little about your agency. A real person gets back to you.

Premium your agency writes a year
Every size is welcome, from new agencies to large ones.
Thanks. We'll be in touch soon.