A CRM for independent insurance agents

Insurance that stays
IN FORCE

The lead-to-policy CRM that solo agents and small agencies actually keep using. Capture leads, book appointments, automate follow-up, track commissions — without juggling four different tools and a Google Sheet.

Start 30 days free → See pricing
No credit card · No setup fee · Founding-member rate locked for the first 50 paying workspaces
0
Active workspaces
0
Leads captured / wk
0
Faster follow-up
0
Features shipped
Stats above are illustrative mock data while we build toward launch — not live platform metrics.
Independent Medicare agents Final-expense brokers Term-life producers Small agencies (1–10 producers)
i.
Tour the product

Click any feature. The demo is real.

Each panel below is a working preview pulled from the real product — not a screenshot, not a video.
app.inforcedesk.com / leads
47
Captured · 7d
12
Quoted
5
Won
10.6%
Win rate
NameTypeSourceStatus
Mon 4
Discovery · Pham
Tue 5
Strategy · Foster
Discovery · Chen
Policy · Tan
Wed 6
Discovery · Anand
Thu 7
Renewal · Park
Strategy · Ruiz
Fri 8
Won review · Cole
Discovery · Marquez
Sat 9
Sun 10
Birthday SMS
$4,582
Expected · May
$612
Received
$198
Overdue
CarrierClientProductAmountStatus
This demo conveys the idea of the CRM and may not reflect the shipped product with 100% accuracy.
ii.
The honest comparison

Your generic CRM was built for someone else's job.

Most "all-in-one" CRMs aimed at insurance are skinned versions of generic SaaS. Here's what changes when the software is actually for you.

Generic SaaS CRM Sales-team default
  • No commission tracking
  • No TCPA / quiet-hours awareness
  • No insurance-product custom fields
  • Workflow builder priced as an "add-on"
  • Per-user pricing that punishes small agencies
  • "Talk to sales" instead of pricing
InforceDesk Built for agents
  • Per-policy commission calendar, mark-received in one click
  • Quiet hours, STOP-keyword opt-out, separate SMS consent
  • 12 insurance product types, custom fields per entity
  • Workflows in the base price · email + SMS + tasks
  • $29 Solo · $59 Team · unlimited seats on Team
  • Pricing on the page · 30-day trial · no card
iii.
The price

Two plans. Both honest.

Pick monthly or annual. Cancel from the billing portal anytime. The first 50 paying workspaces lock the Founding-member rate forever.

30-day free trial · no credit card · trial caps at 200 emails / 50 SMS / 1 GB storage so you see the real product, not a demo.

Run your book of business in force.

Start free for 30 days → See pricing
No credit card · Cancel anytime · Founding rate locked for first 50 paying workspaces