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

Expiry alerts at 30/15/7/1 days. Send WhatsApp, SMS, or call manually with one click.

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 tracks policy expiry dates and shows alerts at 30, 15, 7, and 1 days before renewal. You send reminders yourself via WhatsApp, SMS, or call — with pre-filled messages.

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

Manual WhatsApp 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?

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