A CRM that knows what in force means.
InforceDesk is the policy desk, lead pipeline, and follow-up system for independent agents. Built around how you actually get paid.
Every lead, every status, every renewal — one screen.
Drag a card from Contacted to Quoted and the system stamps the timestamp, fires the right workflow, and sends the quote follow-up email under your branding. Win the deal and the lead becomes a client automatically, with policy fields ready for premium, carrier, and renewal date.
The pipeline view filters by insurance type and source. The list view supports custom columns, saved per workspace. Hit + Filter and you can stack custom-field conditions — show me every Final Expense lead in Texas with no contact in the last 14 days.
A booking page that knows your whole team's schedule.
Connect each agent's Google Calendar one time. The booking page checks every connected calendar before showing an open slot, picks an agent based on your assignment rule, and writes the event to that agent's calendar. PTO blocked on a personal calendar? It blocks the slot for that agent only — the rest of the team stays bookable.
Pick round-robin if you want even distribution. Pick least-loaded if you want the agent with the lightest week to take the next call. Pick first-free if you just want the next available person. Cancellations and reschedules route to the right agent's calendar automatically.
Track what the carrier owes you, by the day.
Set a commission type when you log the policy. Flat $250 per month for 12 months on Medicare. 70% advance on a 6-month annualized premium for a Term Life policy. The commission calendar fills in automatically and shows you what's expected this week, what's overdue, and how much has actually hit your account YTD.
When the deposit lands, click Mark Received and add a note. The dot turns green. Next month's expected payment is already on the calendar. Pull a 2-year CSV any time.
Birthday emails. Quote follow-ups. Won-deal onboarding. All from one builder.
Drag steps onto a canvas: send email, wait 3 days, check if the lead replied, queue a follow-up task if not. Conditions can read any field on the lead — last reply time, insurance type, source, custom fields you defined yourself. Branch on whether they opened the quote.
CAN-SPAM unsubscribe footers and per-tenant rate limits are built in. You can flip respect subscriptions off on a workflow if it's transactional, and we'll send to unsubscribed contacts. Otherwise, the rules are the rules.
When someone replies during a drip, the next email cancels itself. You don't have to babysit it.
Asks for date of birth + tobacco status by email 2 so Angela can quote. Drip stops the moment a lead replies.
Fires the moment a lead lands in Quoted. Email the next day, conditional check-in 5 days out if the quote goes unread.
Per-client toggleable email from the agent's branded sender. Unsubscribe respect built in.
Your branding. Your sender domain. Your reputation.
Upload your logo, pick your accent color, set your brand name in workspace settings. Every email — automated or hand-written — lands in your client's inbox under your agency identity. Templates respect dark mode automatically. We don't strap our logo to the bottom.
Connect your own Resend account for transactional sends. Per-workspace credentials mean your sending reputation is yours, not shared. Per-tenant rate limits keep a 5,000-recipient blast from blocking the appointment confirmation that needs to go out two seconds later.
Branding
Shown on every email, every booking page, every public form.
Policies, IDs, signed forms — all viewable without leaving the CRM.
Upload a PDF, a Word doc, an Excel sheet, a JPG of a driver's license. Click View. It opens in a private viewer inside the CRM. Office formats convert to PDF on our server using LibreOffice. We never hand documents to Google Docs, Microsoft Online, or any third-party renderer.
Final Expense Application
Applicant: Margaret Foster · DOB: 04/12/1959 · State: Colorado
This form establishes the proposed insured and beneficiaries for a final expense policy with face value $15,000 through Mutual of Omaha. The applicant attests to the medical disclosures listed below.
| Tobacco status | Non-smoker (5+ years) |
| Height / Weight | 5'4" · 152 lb |
| Beneficiary | James Foster (son) |
| Coverage | $15,000 face |
| Premium | $87.30 / month |
Know which ad campaign closes deals, not which one collects emails.
Every lead carries the gclid and UTM parameters from the ad click that produced it. When the lead becomes a customer, we ping Google Ads with an offline conversion event tagged to that click. Your bidding optimizes on closed-won revenue, not lead form submissions.
The analytics dashboard breaks paid vs. organic side by side. Conversion rate, average days to close, source-by-source funnel. Plus a UTM campaign table that tells you which campaign is producing closers and which is producing tire-kickers.
$29 a month. Add agents when you grow.
Pick monthly or annual. Cancel from the billing portal anytime. The first 20 paying workspaces lock the Founding-member rate forever — even when we raise prices later, your bill never moves.
Compliance, security, and your data.
CAN-SPAM, encrypted credentials, role-based access, an append-only audit log, and self-serve export. Built in, not bolted on.
Compliance built in
Unsubscribe respect is enforced at the send layer for every workflow and every blast. CAN-SPAM unsubscribe footers on every marketing email; transactional sends never include them. Workspace-bounded unsubscribe tokens — opting out of one agency's list never affects another's.
Read the privacy policyEncrypted credentials
Your integration credentials are encrypted at rest with a key bound to your workspace. Roles (owner / admin / member) gate every settings page. Every member change, integration update, and billing event lands in an append-only audit log you can read.
Read the termsYour data, exportable
Need to leave? Hit Export and you get a zip with a CSV per table and the raw bytes of every document you uploaded. Soft-delete a workspace and you have 30 days to restore it before the cascade fires.
How export worksStop running your book out of three browser tabs.
Setup takes about 15 minutes. Import your existing leads from CSV, connect your calendar, paste your Resend key, and you're sending. The 30-day trial gets you the full Solo plan with no card on file.