Solo
For one agent running their own book.
$29
/ month
Billed monthly · per workspace
- One user
- 2,000 emails per billing period
- 5 GB of document storage
- Lead pipeline and client policy records
- Tasks, workflows and commission tracking
The CRM for independent insurance agents
Every lead, every policy, every commission check. One desk.
Move leads from New to Won, keep each policy with the client who owns it, and see which commission payments should have landed this month — without a spreadsheet holding it all together.
30 days free · Card required · Your selected plan starts automatically unless you cancel
- Import your book from CSV
- Workspace data exports
- Two-factor sign-in
- Built for Life, Home and Auto books
Actual CRM interface above · fictional demo data
Six pipeline stagesNew → Contacted → Replied → Quoted → Won / Lost
30-day renewal viewPolicies renewing soon, in one list on Clients
Expected vs. receivedCommission payments with overdue surfaced
Booking page includedConnect Google Calendar, share /book/your-agency
Follow the work. Keep the context.
Three screens built around what an insurance agent actually needs.
Not a generic sales CRM with insurance fields bolted on. Every record below is the real product — the data is fictional.
View full screenshot ↗
Pipeline · actual interface, fictional demo data
01Pipeline
Know exactly where every lead stands.
Drag a card to move it. Filter by insurance type or source when you want a closer look. Time-in-status tells you who has gone quiet before they go cold.
- Lead capture forms, a hosted lead form, and CSV import
- Source tracking — referral, web form, ad campaign — with dedup by email
- Mark a lead Won and a client with a pending policy is created for you
02Client record
Keep the policy with the person.
Carrier, premium, renewal date, notes and documents live on one record. The Clients page has a renewals-in-the-next-30-days view.
- Multiple policies per client, each with its own commission settings
- Custom fields and a drag-and-drop field layout — make the record yours
- Email and SMS consent recorded on the record, separately
View full screenshot ↗
Client record · actual interface, fictional demo data
View full screenshot ↗
Commissions · actual interface, fictional demo data · amounts are examples
03Commissions
Compare what you expected with what arrived.
Expected payments come straight from each policy's commission settings. Mark them received as they clear; overdue ones surface on their own. Export to CSV when your accountant asks.
- Payment calendar and list views, filtered by carrier, product or status
- Chargebacks and bonuses tracked alongside regular payments
- Year-to-date earnings and a per-carrier summary
Try it with your own book.
Import a CSV of leads and clients. The workspace owner can export records from Settings.
Start your free trial
Make follow-up repeatable
Give the next step a place on the desk.
Build a workflow that waits, sends an email, or creates a task — triggered when a lead changes status. Start from the template library or from scratch.
Send as your agency
Connect Resend, verify your domain, and every email — campaigns, birthdays, workflows — goes out under your name.
Offer a time to talk
Connect Google Calendar, set your hours, and share a booking page. Rescheduling is self-serve for the client.
View full screenshot ↗
Workflows · actual interface, fictional demo data
Inside InforceDesk
Everything in the box.
Both paid plans include all of this. Items marked Team need the Team plan.
Leads & clients
- Lead capture forms
- Lead source tracking
- CSV imports
- Lead deduplication
- Drag-and-drop pipeline
- Client records
- Policy & renewal tracking
- Notes & activity history
- Custom fields & layouts
- Search & filters
- Document storage
Daily work & commissions
- Dashboard & activity feed
- Tasks & due dates
- Follow-up calendar
- Appointment scheduling
- Online booking pages
- Google Calendar connection
- Commission tracking
- Commission payment calendar
- Chargebacks & bonuses
- Commission CSV exports
- Analytics & source reports
Outreach & marketing
- Email & bulk campaigns
- Email templates
- Email history
- Subscriber management
- Birthday email automation
- Workflow builder
- Workflow template library
- Marketing studio
- Social post designs & downloads
- AI writing & images
- Content calendar & trackable links
Workspace & team
- Workspace branding
- Business hours & availability
- API keys
- Workspace data exports
- Audit log
- Two-factor authentication
- Help center & AI help assistant
- Team members & roles Team
- Lead & client assignment Team
- Team booking Team
Email and calendar tools require provider setup; AI tools require an enabled service. Team features require the paid Team plan. Plan limits and workspace permissions apply.
Pricing
Start solo. Add your team when you need to.
Both plans include the full CRM — leads, clients, policies, tasks, workflows, appointments and commissions. One subscription per workspace.
Team
For agents who work together in one workspace.
$59
/ month
Billed monthly · per workspace
- Unlimited users in the workspace
- 10,000 emails per billing period
- 25 GB of document storage
- Assign leads and clients to agents
- Team booking with connected calendars
Monthly billing selected. Solo: $29 per month. Team: $59 per month. Each workspace has its own subscription.
How the 30-day trial works
- Create your account, add a cardPick a plan and billing cycle. The trial starts when the card is linked in Stripe Checkout.
- Work your book for 30 daysOne seat, 200 emails and 1 GB of documents during the trial — the same limits whichever plan you pick.
- Keep going, or cancel for freeYour plan starts automatically after day 30. Cancel during the trial and access ends immediately with no charge.
Email allowances reset each billing period, monthly or annual. Sending from your own domain requires a Resend account and a verified domain. Booking requires a configured Google Calendar connection. Provider charges may apply separately.
Security and your records
Your account, locked down.
Two-factor authentication, new-device sign-in alerts, and an audit log of workspace changes.
Security details ↗Your records stay yours.
Workspace owners can export every CRM record and uploaded document as a zip — including after cancelling a trial.
How exports work ↗Credentials encrypted.
Integration keys and calendar tokens are encrypted at the application layer. Clear terms.
Read the terms ↗
Before you start
A few practical answers.
Know what you're trying, what it costs, and what you'll need to connect.
What happens when I start a trial?
Create your account, choose a plan and billing cycle, and add a card in Stripe Checkout. The 30-day trial begins when the card is linked. You get one seat, 200 emails, and 1 GB of document storage during the trial. Your selected paid plan starts automatically unless you cancel. Cancelling during the trial ends access immediately and you pay nothing.
Can I bring my existing leads and clients?
Yes. Import leads and clients from CSV files. Client imports can include policy fields such as carrier, premium, and renewal date. Review your file's columns against the import instructions before uploading.
What do I need for email and appointments?
Email needs a configured sending provider. To send from your own domain, connect a Resend account with a verified domain; marketing emails include your mailing address if saved. Connect Google Calendar and set your booking availability for appointments. Team booking requires Team and each participating agent's calendar connection. Provider charges may apply separately.
When should I choose Team?
Choose Team when more than one agent will use the same workspace, or you need to assign leads and clients. The paid Team plan includes unlimited users in that workspace. Every workspace has its own subscription. The trial still has one seat, even when you select Team.
Can I export my records?
The workspace owner can export CRM records and uploaded documents from Settings. The export remains available after trial cancellation. Integration credentials and login details are not included.
Put your book of business on the desk.
Try the pipeline, client records, and commission tracking with your own leads and your own way of working.
Start your free 30-day trial30 days free · Card required · Your selected plan starts automatically unless you cancel