Never miss a renewal
See when each policy expires. Get automated reminders before it's too late. Protect the business you already won.
- Policy expiration calendar
- Automated renewal reminders
Built for independent agents and small teams
The Modern CRM for the Independent Insurance Agent.
Medicare, ACA, Life, Group Health—all in one place. AgentDesk is for independent producers and small teams who want to protect their renewals, track commissions, and email clients directly—without the software headache.
Start Free Trial
See how it works
Import your current client list in minutes. CSV support included.
- From $29/month
- Migration special for new users
- 10-minute setup
- Your pipeline ready in minutes
- Up to 5 users included
- Share leads, clients & campaigns
Everything you need. Nothing you don't.
Stay organized every day. Follow up on time, every time. Your pipeline, reminders, and renewals—all in one place.
Know what's coming in
Track expected vs. closed commissions by policy. Your monthly earnings dashboard, updated in real-time.
- Expected vs. closed commissions
- Monthly earnings dashboard
Keep your AEP and OEP prospects moving
See the total value of your pending business at a glance. Drag and drop leads through your pipeline without guessing.
- Drag and drop leads between stages
- Real-time pipeline value tracking
Email campaigns & automations
Send renewal reminders, birthday greetings, and win-back campaigns. Set up automations once—they run on autopilot. No MailChimp needed.
- Birthday, renewal & win-back automations
- Segment by carrier, plan type, or tags
- Ready-to-use email templates
Import your book in minutes
Upload your CSV or Excel file and AgentDesk auto-detects your columns. Your entire book of business, migrated in one click.
- CSV & Excel file support
- Auto-detect column mapping
Works wherever you are
Log calls from your car. Check follow-ups between appointments. Your pipeline travels with you.
- Full CRM on your phone
- No app to download—works in your browser
Bring your team along
Invite up to 5 users at no extra cost. Share leads, clients, and campaigns—everyone stays on the same page.
- Up to 5 users included in every plan
- Shared leads, clients & campaigns
- Invite by email in one click
Add a lead in seconds
Name, phone, status. That's it. No required fields that slow you down.
Built different. On purpose.
MedicarePro, AgencyBloc, and spreadsheets were built for a different era. AgentDesk was designed for you.
| MedicarePro / AgencyBloc | Spreadsheets | AgentDesk | |
|---|---|---|---|
| Built For | Large agencies with teams | Anyone (no structure) | Independent agents & small teams |
| Setup Time | Weeks of configuration | Hours of manual setup | 10 minutes, ready to go |
| Email Campaigns | Separate tool needed | Not possible | Built-in campaigns + automations |
| Email Automations | Not available | Not possible | Birthday, renewal & win-back on autopilot |
| Team Support | Per-seat pricing ($20-30/user) | Manual sharing | Up to 5 users included, no extra cost |
| Data Import | Complex migration process | Already there | CSV/Excel import with auto-mapping |
| Lines of Business | Medicare-focused | Manual tracking | All lines: Medicare, ACA, Life, Group |
| Price | $45–$100+/mo | Free (+ your time) | $29–$49/mo |
Simple pricing. No surprises.
Every plan includes all features, CSV import, and a 14-day free trial. No credit card required.
Migration Special
$29
/month
First 12 months locked in
- All features included
- Up to 5 users included
- Email campaigns & automations
- CSV import from any CRM
- Free 15-min onboarding call
- 14-day free trial
$49
/month
The full AgentDesk experience
- All features included
- Up to 5 users included
- Email campaigns & automations
- CSV import from any CRM
- Free 15-min onboarding call
- 14-day free trial
Salesforce
$100+/mo
AgencyBloc
$70+/mo
MedicarePro
$45/mo
AgentDesk
$29/mo
Common Questions
Everything you need to know before joining.
Is AgentDesk available now?
AgentDesk is fully operational and optimized for independent producers and small teams migrating from spreadsheets or other CRMs.
Do I need a credit card?
No! Start your 14-day free trial with no payment info required.
Will my data be secure?
Your client data is encrypted and protected. We never sell your data.
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 new users. Email support is included with every plan.
Is there a contract?
No contracts. Cancel anytime. Your subscription stays month-to-month with no long-term commitment.
Does AgentDesk work for all types of insurance?
Yes! AgentDesk supports Medicare Advantage, Medicare Supplement, ACA/Under-65, Life Insurance, and Group Health. Track multiple carriers and plan types for each client.
Can I email clients from AgentDesk?
Yes! Send renewal reminders, birthday greetings, and win-back campaigns directly from your CRM. Segment by carrier, plan type, or custom tags. No separate email tool needed.
Can I invite my team?
Yes! Every plan includes up to 5 users at no extra cost. The account owner manages billing while everyone shares leads, clients, and campaigns.
Does each team member need their own subscription?
No. One subscription covers up to 5 users. Invite your team members by email and they'll have full access to the shared workspace.
How do email automations work?
Set up birthday greetings, renewal reminders, and win-back campaigns once—they run automatically. AgentDesk sends the right email at the right time, no manual work needed.
Your book of business, finally organized.
Join independent agents and small teams who protect their renewals and track every commission dollar.
Start Your Free Trial
Import your current client list in minutes. CSV support included.
No credit card required. Cancel anytime.