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 agents who've outgrown their spreadsheets
The Modern CRM for the Independent Agent.
MedicarePro is great for agencies with 50+ people. AgentDesk is for the solo producer who wants to protect their renewals and track every dollar of commission—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
- 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.
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
Works wherever you are
Log calls from your car. Check follow-ups between appointments. Your pipeline travels with you.
Add a lead in seconds
Name, phone, status. That's it. No required fields that slow you down.
Your daily action list, ready to go
Open AgentDesk and see exactly who needs attention today. No spreadsheets. No mental math. Just your next calls.
Built different. On purpose.
Legacy agency software was designed for large teams. AgentDesk was designed for you.
| Legacy Agency Software | AgentDesk | |
|---|---|---|
| Built For | Large agencies with teams | The independent agent |
| Setup Time | Weeks of configuration | 10 minutes, ready to go |
| Core Focus | Complex reports & team management | Renewals & commission tracking |
| Price | $45–$100+/mo | $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
- CSV import from any CRM
- Free 15-min onboarding call
- 14-day free trial
$49
/month
The full AgentDesk experience
- All features included
- 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 solo producers 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.
Is AgentDesk an AI tool?
No. AgentDesk is an operational copilot—it uses smart defaults, automatic reminders, and simple automation to keep you organized. No artificial intelligence, just practical tools that help you follow up on time and stay on top of your pipeline.
Your book of business, finally organized.
Join independent agents 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.