Document Intelligence
Drop in the carrier PDF or the vendor spreadsheet and AgentDeck reads the fields for you. It shows how confident it is about each one and keeps the original card attached, so you can always go back to what it came from.
An import that doesn't lose anything
What AgentDeck reads is a starting point, not the final answer. You see every value and how sure it is before anything gets saved.
Every value comes with a confidence score, and anything the system isn't sure about gets flagged for you to check instead of quietly going in wrong.
No two vendors use the same column headers. Set the mapping once and the next file from that source imports itself.
AgentDeck flags likely duplicates before they land, and the Merge Center puts both records side by side so you decide which to keep. You can undo it later.
The original PDF stays on the record, so when a carrier questions a detail you can pull up the document it came from in one tap.
Every import is its own batch with a label, a source and a history. If a bad file gets in, you can find it and back it out.
Lead tier, source, status and follow-up dates all come across with the record, so you don't lose how your book was organized.
Get started
Your next batch can be real records in a few minutes.
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.