Features
Built around how agents really work
From the first lead to the tenth renewal, InsuDesk keeps everything in one place.
👥
Clients and contacts
- Search, sort and filter your client list
- Client profiles and families
- Import from Excel
- Lead extractor: turn public web pages into an Excel sheet
📄
Policies
- Life, health and general policies
- Premium due list, maturities and renewals
- Share a policy by email or PDF
🎯
CRM pipeline
- Stages: Open, Discuss, Review, Won, Lost (stage names are configurable)
- Opportunities with Contact, Product and Product type
- Lead page with Info, Timeline, Stage History, Notes, Files and Activities
📅
Events calendar
- Day, two-day, month and year views, plus a list
- Birthdays, policy anniversaries, premiums due, maturities and follow-ups
- Festivals, holidays and your own events
- Call or WhatsApp a client from the event card
🖼️
Posters
- Branded marketing posters ready to share with clients
📊
Dashboard and reports
- Premiums due, maturing soon and birthdays
- Business summary
- Earnings: commission from insurer statements
🏢
Insurers and POSP providers
- Insurance company and POSP provider menus with logos
✉️
Email and sharing
- Use your own SMTP email settings
- Share policies and details with clients
The product list is configurable, so mutual fund distributors, loan agents and other finance advisors can use InsuDesk too.