Leads & routes
Put your territory in motion.
See your leads on the map. Build a route for the day ahead.
The field operating system
Your whole day,
on one deck.
AgentDeck is a CRM built the way life insurance actually gets sold. Your leads sit on a map, your route plans itself, underwriting gets answered at the kitchen table, and you can check your commission line by line. It handles the paperwork so you can go sell.
FIELD-FIRST
WORKS OFFLINE
YOUR BOOK STAYS YOURS
7 days free to start. Cancel any time.
Your next appointment, what needs attention, and today's field activity.
iPhone, iPad and the web
In your pocket at the door.
On the big screen for everything else.
On iPad, AgentDeck opens into a sidebar and two columns. Work a client file, manage your pipeline and mark up forms with Apple Pencil, with room to see it all.
Start to finish
Not just another CRM.
A field operating system.
One record follows a lead from the mailbox all the way to a policy you're servicing. You never retype anything, and nothing slips through the cracks.
Follow one lead all the way →- 01
Import
PDFs and spreadsheets turn themselves into records.
- 02
Map & route
Every lead lands on the map, and your day gets put in order.
- 03
Work
Knocks, appointments and follow-ups, even with no signal.
- 04
Close
Discovery, underwriting and submission without leaving the file.
- 05
Get paid
Commission with the math right there.
Lead cards
One tap. A clean lead.
Right from the driveway.
Vendor lead sheets come in every shape: tiny print, scribbles, half a phone number. Update what you learned at the door, tap once, and AgentDeck lays it out as a clean, professional lead card with the new information on it.
Update at the doorFix a phone number, add an email or a date of birth, note tobacco use.
One tapThe card rebuilds with everything current. No retyping, no reformatting.
Share or printSend it as a PDF, or print a stack for tomorrow's route.
In the app
Take a closer look.
Straight from the field.
Your book of business
Keep your pipeline moving.
Follow your leads from first contact to the next stage.
Production & goals
Your production. In perspective.
Track submitted, placed and issued annual premium against your goals.
Commission visibility
See your commission breakdown.
Review policy-level commissions, upfront advances and amounts paid over time.
KPIs & field results
Know what drives your business.
Review your business mix and field activity, from doors to sales.
Tasks & follow-ups
Make the next step count.
Keep client follow-ups and policy tasks in one private list.
Carriers & appointments
Keep your carriers close.
Find your contracted carriers and browse the industry directory.
Offline & data
Ready for the field. Even offline.
Keep key records on your phone. Notes and status changes queue until you reconnect.
Your AI.
Connected.
AgentDeck doesn't ship its own AI assistant. If you already use Claude, ChatGPT, Grok, Muse by Meta or another agent that supports MCP, connect it to your book and ask it things the way you'd ask an assistant.
If you'd rather not use AI at all, you don't have to. Everything works the same without it.
“What does my day look like?”
“Build me a call list of everyone 60+ in Columbia I haven't reached.”
“Import the leads in this PDF.”
ClaudeChatGPTGrok
Muse by MetaAny MCP agent
One link, nothing to install. Claude connects by signing in to AgentDeck; other AIs use a key.
See exactly what each permission allows ›What it can never do
Only what you ticked.
A connection can't grant itself more, and an existing one never picks up new permissions later.
No deleting, no reassigning.
It never deletes or reassigns a lead or client, and can't edit or delete notes. Clients stay walled off without client access.
A daily read limit.
500 records a day, 50 at a time. Enough to plan any day, not enough to walk off with a book.
Watched, and yours to end.
Unusual activity is flagged without anyone looking at your leads. Disconnect any time, in one tap.
Run tomorrow on AgentDeck
Your day is already sorted before you start the truck.
One plan, the whole platform. 7 days free to start.
MONTHLY
$49.99/month
Your price holds at every renewal.
ANNUALONE MONTH FREE
$549.89/year
Priority support included. Your price holds at every renewal.
TWO YEARSTHREE MONTHS FREE
$1,049.79/two years
Priority support included. Your price holds at every renewal.
Prices in USD; sales tax is added where it applies. Cancel any time from your billing page and keep access to the end of what you paid for; there are no partial refunds for unused time. If you cancel, you're offered a copy of your book. See the Terms of Service and Refund Policy. Agencies & IMOs: private licensing is available.
Create your workspaceAlready with us? Open AgentDeck › · Questions first? Write to support@agentdeckcrm.com · See every feature ›