Know your book. Know your numbers. Know the next move.
The private operations system for Life, Accident, and Health agents.
Manage your book, pipeline, commissions, follow-ups, coaching, and training in one workspace.
$99.99/month or $1,000/year after a 3-day trial. Cancel any time. Your data stays yours.
Built by a Life, Accident, and Health agent for LAH agents.
More than a CRM.
PolicyDesk OS stores your book (contacts, households, policies, pipeline) AND shows you what needs attention today. Book on one side. Daily Brief, follow-ups, commission tracking, and coaching on the other. One workspace, not five tabs.
What It Does
Book
Every contact, household, policy, follow-up, review, and note in one workspace.
Find any client in under a second.
Numbers
Production, commissions with auto-projection, lead ROI, P&L always current.
Commission formulas run automatically.
Next Move
Daily Brief delivered by email each morning. Never miss a follow-up again.
Weekly summary Mondays. Appointment reminders same day-of.
Most agents are trying to build like producers while operating like scattered admins.
Leads live in one place. Policies in another. Commissions somewhere else. Follow-ups live in memory. That is not an operating system.
What they have
- — leads in Google Sheets
- — notes in their phone
- — policies in carrier portals
- — AP goals on paper
- — commissions barely tracked
- — follow-ups in their head
What they need
- one Daily Brief
- one book view
- one policy pipeline
- one production view
- one commission tracker
- one next move
The Promise
Operational clarity.
PolicyDesk OS makes one thing possible.
Know what you have sold and what is in force
Know what follow-ups are overdue and what is due today
Know what reviews are coming due
Know what credentials need renewal
Know what commissions are pending and what is paid
Know where your leads come from and what they cost
Know what policies need attention
Know the numbers that matter most to you
Know what needs attention today
Know what action protects production
Know what appointments you have today
Know your commission projections before the policy issues
Know your data is portable and yours
Know your book stays private per workspace
What It Tracks
One private workspace. One operating system.
One private workspace. Every module. Your data only.
Book and Pipeline
Manage every contact, opportunity, and policy in one workspace.
- Book of Business — Contacts, households, service history
- 14-Stage Pipeline — Kanban + Table view
- Retention & Chargeback Watch — Lapse risk, chargeback window alerts
- Global Search — Phone, email, policy number, under 500ms
Money
Track every dollar in, every dollar out, and every dollar owed.
- Production Tracker — AP submitted, issued, placement rate, goal progress
- Commission Dashboard with Auto-Projection — Saved formulas project earnings per policy
- Lead ROI — Cost per lead, cost per sale, vendor batch analysis
- Bookkeeping and CPA Exports — P&L, receipts, yearly summary
Follow-Ups and Next Moves
Never wonder what to do next.
- Follow-Up Center — Due today, overdue, upcoming
- Daily Brief in-app and by email — Morning view of what needs attention
- Weekly Performance Summary Email — Monday morning
- Appointment Reminders Email — Morning-of
Coaching and Training
Sharpen the producer skill that drives every commission check.
- Script & Next-Action Coach — Real-time script suggestions
- Sales Drills with C.A.L.M. Framework — Objection practice
- Advanced Training — Telesales OS, product strategy, simulations, playbooks
- Underwriting, Compliance, and Doctrine Libraries — Reference when you need it
Operations
Bring your book in, take it out, automate the middle.
- CSV Import and Export — Per-view and full-workspace
- Bulk Actions — Assign, update, tag, export
- Automation Center — Follow-up reminders, review triggers
- Google Workspace Integrations — Sheets, Drive, Calendar, Tasks
Ready to operate your book?
Start 3-Day TrialStart with what needs attention.
Your morning operating checklist, automatically generated.
— 7 follow-ups due today
— 3 overdue follow-ups
— 2 annual reviews scheduled
— 1 pending requirement blocking policy
— 2 money-at-risk alerts
Clear pending requirements before working new leads.
Track the business. Do not store the application.
PolicyDesk OS is built for operating records, follow-ups, reviews, production, commissions, expenses, lead ROI, training, and service workflows.
Use approved carrier, agency, and compliance systems for official applications, signed documents, medical records, banking details, and compliance files.
Do not enter Social Security numbers, bank account numbers, card numbers, driver's license numbers, passwords, carrier credentials, full medical records, signed applications, policy PDFs, or legal documents.
Who It's For
Built for Life, Accident, and Health producers.
For agents who need structure before more volume.
Whether you are cleaning up your first lead sheet or managing an active book, PolicyDesk OS gives you one place to operate.
What It's Not
PolicyDesk OS is not a carrier portal, e-application system, dialer, premium collection tool, compliance vault, or accounting system.
It is a private operating system for running your book, numbers, follow-ups, and next moves. Use approved carrier and compliance systems for signed applications, medical records, and official documents.
Read the full disclaimer →Track your book. Operate your book.
Most producer tools do one or the other. PolicyDesk OS does both, in one workspace.
The most common questions before starting the trial.
FAQ
Common questions.
3-Day Free Trial
Start your 3-day trial today.
Full access to your book, numbers, and next move. $99.99/month or $1,000/year after a 3-day free trial. Cancel any time.
Existing users can sign in to their workspace at any time.