Client portal
A dedicated portal for clients to view policies, updates, and renewal activity.
All core agency and policy operations in one SaaS platform.
Insure Desk is built to manage clients, staff, sub-agents, life insurance, general insurance, policy lifecycles, revenue, support, notifications, and collections from one place.
Feature list
The full Insure Desk feature set.
These are the core modules and capabilities available for agencies and insurance operations teams.
Staff portal
An internal workspace for policy management, servicing, reports, reminders, and support execution.
Sub-agent portal
A separate sub-agent portal for business tracking, renewal activity, and revenue visibility.
Life insurance
Support for life insurance workflows, policy handling, and renewal visibility.
General insurance
Support for general insurance operations in the same shared platform.
Customize insurance companies
Add and customize insurance companies to fit your business structure and process needs.
Customize agency codes
Add and manage agency codes with flexibility for your agency and insurer relationships.
Policy management
Track upcoming, active, expired, renewed, and cancelled policies from a single dashboard.
Dedicated support
Get support for onboarding, workflow setup, and operational questions as your team grows.
Revenue reports
View revenue reports for the agency and separate sub-agent revenue reporting.
Import and export
Move policy and customer data in and out of the system with import and export tools.
AI cross-sell
Use AI suggestions to identify cross-sell opportunities inside your client base.
UPI QR collection
Generate UPI QR codes to collect payments instantly from customers.
Renewal notifications
Send renewal reminders by SMS, email, and WhatsApp from one workflow.
Manage all in one place
Bring portals, policy states, reports, support, companies, agency codes, payments, and notifications together.
Built for agencies
One platform across portals, policies, and payments.
Use Insure Desk to run client operations, staff execution, sub-agent coordination, renewals, support, and payment collection without switching between disconnected systems.
Portal-based access
Separate experiences for clients, staff, and sub-agents keep work organized and permissions clear.
Life and general business
Handle multiple insurance lines in one operating system instead of split workflows.
Policy stage visibility
Watch policies move from upcoming to active, expired, renewed, or cancelled without manual trackers.
Revenue and collection flow
Connect revenue reporting, sub-agent reporting, and UPI QR payment collection in one flow.
Key workflows
Daily actions that keep the desk moving.
Insure Desk is structured around the recurring tasks agencies perform every day.
Notifications and reminders
Trigger renewal reminders over SMS, email, and WhatsApp to reduce missed follow-ups.
Revenue visibility
Review overall revenue and sub-agent-specific revenue without manual spreadsheet work.
Instant collections
Generate UPI QR codes to collect payments instantly and keep the payment step tied to the policy record.