BrokerDesk for agencies

Run your insurance agency from first lead to renewal.

BrokerDesk gives health insurance agents and agencies one workspace for leads, calls, texts, email, enrollments, tasks, and client follow-up.

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Built for ACA, Medicare, life, dental, vision, and supplemental workflows

Lead capture sites for agencies and individual agents

Follow-up tools that keep every client conversation moving

Live Workspace BrokerDesk

24active leads

9calls due

Lead intake Forms, sources, assignments

Conversations Calls, SMS, email, notes

Client records Households, policies, tasks

Agency websites Hosted, branded, trackable

Platform

A CRM shaped around the way insurance agencies actually work.

BrokerDesk keeps sales, service, quoting, and retention in the same place so agents can spend less time hunting through tabs and more time helping clients.

Lead Management

Capture web, ad, phone, and referral leads with source tracking, status pipelines, and ownership.

Client Conversations

Keep calls, texts, emails, notes, and next steps connected to the household record.

Follow-Up Workflows

Turn quotes, appointments, renewals, and missing documents into clear daily work queues.

Agency Controls

Support teams, roles, agent websites, branding, and agency-level visibility from one admin layer.

Workflows

Organize the busy season without losing the personal touch.

From open enrollment to year-round service, BrokerDesk helps agents know who needs a call, what was promised, and which opportunities need attention.

Route new leads to the right agent or queue.

Track quote requests, enrollments, documents, and outcomes.

Use calls, texts, email, reminders, and notes from the client timeline.

Keep managers aware of workload, responsiveness, and production activity.

Today Agency Queue

New health quote

Assign, call, and start follow-up

Medicare appointment

Prepare notes and reminder message

Renewal review

Compare options before deadline

42open tasks

18follow-ups

7new leads

Clients receiving insurance guidance from an agency website

Agency websites

Your public-facing websites can stay client-first.

The BrokerDesk product site should speak to agencies. Your agency and agent websites can speak to consumers with quote forms, plan shopping, licensed-agent profiles, and branded contact options.

Custom domains Use your agency brand on client-facing pages.

Ad attribution Carry campaign source data into the CRM.

Agent pages Give each producer a profile and lead path.

Consent-aware intake Collect quote requests with clear SMS language.

Built for growing agencies

Give your agents one place to work the book.

BrokerDesk brings CRM, communications, task follow-up, lead capture, and agency website plumbing into one focused operating system.

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