Client, staff, and sub-agent portals

Manage insurance operations in one place.

Insure Desk helps you manage clients, staff, sub-agents, policy stages, insurance companies, agency codes, renewal reminders, revenue reporting, AI cross-sell, import and export, and instant UPI QR payment collection from one modern SaaS workspace.

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3 separate portals for client, staff, and sub-agent
5 policy states tracked from upcoming to cancelled
1 workspace for renewals, revenue, support, and payments
Active clients 1,284 Across client, staff, and sub-agent portals
Upcoming renewals 426 SMS, email, and WhatsApp reminders running
Operations board Today
Sub-agent payout review Revenue report ready for approval
In progress
Renewal notifications sent WhatsApp, SMS, and email delivered to 128 clients
Automated
UPI QR payment pending Instant premium collection requested
Pending
Revenue trend Last 6 weeks
Built for modern insurance agencies and operations teams
Client Portal Staff Portal Sub-Agent Portal Life Insurance General Insurance
Why Insure Desk

Designed for the work insurance teams actually do.

Instead of splitting daily work across spreadsheets, WhatsApp chats, and disconnected tools, Insure Desk gives your agency one platform for portal access, policy tracking, renewal execution, revenue visibility, and support operations.

01

Separate portals

Give clients, staff, and sub-agents dedicated access experiences while keeping everything managed in one shared system.

02

Flexible insurance setup

Add and customize insurance companies, agency codes, and business configuration to match your real operating model.

03

Revenue and support visibility

Track agency revenue, sub-agent revenue, support requests, and operational follow-ups without losing context.

Workflow visibility

Track every policy from upcoming to renewed without losing the full picture.

Insure Desk keeps upcoming, active, expired, renewed, and cancelled policies visible in one dashboard while your team handles reminders, collections, support tickets, and cross-sell opportunities from the same place.

  • Track upcoming, active, expired, renewed, and cancelled policies
  • Send renewal notifications by SMS, email, and WhatsApp
  • Import, export, and manage all customer and policy data in one place
Today at a glance Ops board
82 upcoming renewals Renewal team follow-up scheduled automatically
19 policies renewed today Collected across life and general insurance
7 payments awaiting action UPI QR links already generated for instant collection
Automations Enabled
SMS and email renewal reminders WhatsApp notification flow AI cross-sell suggestions Sub-agent revenue snapshots
Feature preview

Everything your team needs to run the agency from one system.

Start with core policy operations and expand into portals, payments, reports, and support workflows.

Client portal

Let clients review policy information, track renewals, and stay updated through a dedicated experience.

Staff portal

Give internal teams a workspace for policies, companies, agency codes, reminders, and support management.

Sub-agent portal

Provide sub-agents with access to their business, commissions, and renewal-related activity.

Policy management

Track upcoming, active, expired, renewed, and cancelled policies from one clear dashboard.

Revenue reports

View agency revenue and separate sub-agent revenue reports without manual calculations.

AI and instant payment

Use AI cross-sell insights and generate UPI QR codes to collect payments instantly.

See all features
Pricing snapshot

Simple plans for growing service teams.

Start free, scale by portal and workflow complexity, and add dedicated support when the operation grows.

Starter

Free

For smaller agencies starting with client records and basic policy management.

  • Client and staff basics
  • Policy tracking
  • Email support

Growth

$49/mo

For active insurance desks running portals, renewals, reports, reminders, and import or export flows.

  • Separate portals
  • Renewal notifications
  • Revenue reports and dashboards

Enterprise

Custom

For larger agencies that need company customization, agency code controls, dedicated support, and advanced rollout help.

  • Dedicated support
  • Custom insurance company setup
  • Advanced controls and onboarding
View full pricing
Frequently asked

Answers for teams evaluating Insure Desk.

Common questions from brokers, policy servicing teams, and insurance operations leaders.

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Do you support separate portals?

Yes. Insure Desk supports separate portals for clients, staff, and sub-agents.

Can we customize companies and agency codes?

Yes. You can add and customize insurance companies and agency codes to match your business setup.

Do renewal reminders support WhatsApp?

Yes. Renewal notifications can be sent by SMS, email, and WhatsApp.

Ready to switch to a lighter desk?

Give your insurance business one platform for policies, portals, renewals, revenue, and support.

Talk to us Get Started for Free