The field operating system
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.
Start to finish
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.
PDFs and spreadsheets turn themselves into records.
Every lead lands on the map, and your day gets put in order.
Knocks, appointments and follow-ups, even with no signal.
Discovery, underwriting and submission without leaving the file.
Commission with the math right there.
Built on six pillars
Your book as a map. Color-coded pins, clustering, and a route builder that orders the day and hands the drive to Apple Maps or Waze.
Drop in a carrier PDF or a vendor spreadsheet and AgentDeck fills in the fields for you. It shows how sure it is about each one and keeps the original card on the record.
Everything about a client in one file: their health and policy review, the discovery conversation, and the coverage gap worked out for you.
Your AP, placement rate, persistency and goals stay current on their own, so you're never building a report at month end. Commission shows you the math.
See your downline, split sales, set override rates and send announcements. Who can see what is enforced by the software, not left to trust.
Your workspace is walled off, sign-in uses passkeys, and every admin action is logged. This is the one thing we won't trade for convenience.
Your leads and clients live in your workspace, walled off by design. We never sell them, never mine them, and we publish exactly what does and doesn't leave our system.
How we protect your book →“The agent's job is at the kitchen table. Everything on either side of it should already be handled.”
— the idea behind every screen
Get started
Your day is already sorted before you start the truck.
We're opening AgentDeck to agencies in small groups so every one gets set up properly. Tell us about yours and we'll be in touch.
Request early accessYour deck is right where you left it: leads, routes, appointments and today's numbers.
Open AgentDeck
$49.99/month · $549.89/year (one month free) · $1,049.79/two years (three months free)
— priority support on annual and two-year plans.
Renewals stay at the same price, ongoing. Agencies & IMOs:
private licensing is available.