Visual Pipeline
See where each client stands: New Lead to Initial Contact to Proposal to Closed. Drag and drop to update.
- Drag and drop leads between stages
- Real-time pipeline value tracking
Built for Medicare & ACA Agents
The Only CRM Built for Independent Medicare & ACA Agents
Track every client, never miss a follow-up, close 30% more deals—without the $100/month CRMs or weeks of training.
- ~$25/month
- Early access pricing locked forever
- 10-minute setup
- Your pipeline ready in minutes
- Medicare/ACA specific
- Built for your exact workflow
Pipeline View
Active Leads
New Lead 4
John Davis
Medicare Advantage - $450
Contacted 3
Susan Williams
Medicare Supplement - $380
Proposal 2
Robert Johnson
Medicare Advantage - $520
Closed Won 5
Linda Martinez
ACA Family Plan - $480
Pipeline conversion rate
32%
Everything you need. Nothing you don't.
A visual pipeline designed for the real workflow of Medicare/ACA agents.
Automatic Reminders
Never miss a follow-up. The system alerts you when it's time to call or send an email.
- Daily email digest of follow-ups
- Overdue lead alerts
Commission Tracking
See your earnings at a glance. Track expected commissions per policy so you always know what's in the pipeline.
- Expected vs. closed commissions
- Monthly earnings dashboard
Mobile-First
Works perfectly on your phone. Log interactions from your car, between meetings.
Simple Lead Entry
Add leads in seconds. Name, phone, email, status. No endless required fields.
Renewal Tracking
Know when each policy expires. Never lose a renewal due to poor organization.
Early Access: Lock in 49% savings forever.
First 100 agents get $299/year (~$25/mo) locked in for life. After that, price goes to $49/mo for everyone else.
Salesforce
$100+/mo
AgencyBloc
$70+/mo
HubSpot
$50+/mo
AgentDesk
~$25/mo
Common Questions
Everything you need to know before joining.
When will AgentDesk launch?
We're onboarding early access users now. First 100 signups get $299/year locked in - that's 49% off!
Do I need a credit card?
No! Start your 14-day free trial with no payment info required.
Will my data be secure?
Yes. Bank-level encryption. We never sell your data. HIPAA-compliant infrastructure.
Can I import existing leads?
Yes! CSV import from Excel/Google Sheets available on day 1.
What if I need help?
We offer free 15-minute onboarding calls for all first 100 users.
Is there a contract?
No contracts. Cancel anytime. First 100 agents lock in $299/year while subscribed.
Start the right way.
Be one of the first 100 agents to use a CRM built specifically for independent insurance professionals.
Start Your Free Trial
No credit card required. Cancel anytime.