Manage your insurance agency from anywhere

Customers, policies, renewals, staff, and reports — one secure platform. Replace spreadsheets and missed renewals with AgentDesk.

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No credit card required · ₹999/year after trial

Everything you need to run your agency

Full-featured CRM designed for insurance professionals

Customer CRM

Manage customers with contact info, ID proofs, notes, and activity timeline.

Policy Management

Life, vehicle, health & other policies with documents and expiry tracking.

Renewal Reminders

Auto alerts at 30/15/7/1 days. Send via WhatsApp, SMS, or call.

Reports & Analytics

Revenue breakdown by type and company. Renewal reports.

Staff & Permissions

Add team members with granular access control.

Renewal Calendar

Visual calendar of policy expiries across your agency.

Never miss a renewal again

AgentDesk automatically tracks policy expiry dates and reminds you at 30, 15, 7, and 1 days before renewal. Send pre-filled WhatsApp messages with one click.

Multi-tenant — each agency is isolated and secure
Works on desktop, tablet, and mobile browsers
Document uploads for ID proofs and policy PDFs
Offline payment support with admin approval

One-click reminders

₹999

Per year, all features

Web App

No app install needed

Secure

JWT + encrypted data

Simple, transparent pricing

Start free, upgrade when you're ready

Free Trial

₹015 days

All features included
Unlimited customers
Unlimited policies
Staff management
No credit card

Start Free Trial

Annual Plan

₹999/ year

Everything in trial
Unlimited renewals
Document storage
Priority support
Razorpay or bank transfer

Get Started

Ready to grow your agency?

Join insurance agents who manage customers and renewals smarter with AgentDesk.

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