Features
Everything an agent's day needs.
One plan, the whole platform, no feature tiers. From the lead you just imported to the policy you're servicing.
Six pillars, one deck
Territory & routing
Your book as a map. Color-coded pins, clustering, and a route builder that orders the day. Drive the whole route in Apple Maps or Google Maps, or send a single address to Waze or Organic Maps.
Document Intelligence
Drop in a vendor lead PDF or a spreadsheet and AgentDeck fills in the fields for you. It flags the ones it isn't sure about and keeps the original page on the record.
Client & case
Everything about a client in one file: their health and policy review, the discovery conversation, and the coverage gap worked out for you.
Production & numbers
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.
Team & hierarchy
See your downline, split sales, set override rates and send announcements. Who can see what is enforced by the software, not left to trust.
Security
Your workspace is walled off, you can sign in with a passkey, and every admin action is logged. Uplines see production, never a downline's clients. 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 →At the kitchen table
Underwriting, answered.
Before you quote.
A quick check covers age, build, tobacco, about 40 conditions and about 880 medications, including risky combinations. It ranks about 17 plans with the carrier's own class name, a likelihood and the reasons. It runs on the phone, so it works with no signal.
- [Carrier] · LevelOral medication only, no complications listedLikely
- [Carrier] · PreferredBuild within table for ageLikely
- [Carrier] · GradedDiagnosis date matters herePossible
What your AI can do.
Only what you allow.
Every connection has its own permissions, ticked one by one. Nothing is on unless you turn it on, and client records are off by default. Pick a permission to see exactly what it allows.
Permission
Read your day
Appointments, tasks and callbacks due.
- A daily briefing in one answer: today’s appointments, open tasks, callbacks due and unread notifications
- Your appointments for a day or a date range, and any one in full with notes and outcome
- Who’s due a callback right now
- Your task list: open, done, or all
- Your notifications, or just how many are unread
Permission
Read leads
The people you haven’t written yet.
- Find leads by ZIP, city, age range, gender, source, tier, status and follow-up
- Count how many match, without pulling the records
- Open a lead in full
- Show which follow-ups are due and overdue
- Check whether someone is already in AgentDeck before you import
Permission
Write on leads
Notes, follow-up dates and call outcomes.
- Add a note to a lead. Notes are added, never edited or deleted
- Set, move or clear a follow-up date, which drives your reminders
- Log a call, text or email and how it went, like “voicemail” or “appointment set”
Permission
Edit leads
Change a lead’s details and status.
- Change a name, phone, email, address, date of birth or age
- Change gender, source, tier, status, follow-up date or availability
- It can’t reassign a lead or move its map pin
Permission
Build routes
Build and change routes.
- Build a driving route from leads, in the order it should be driven
- AgentDeck fills in each address itself
- Rename a route, reorder its stops, or delete it
- List your saved routes and open any one of them
Permission
Build call lists
Build and change call lists.
- Build a call list from a sentence, most urgent follow-up first, with no duplicates
- Create, rename and delete call lists; add or remove people; reorder the queue
- Record each call: called, callback, skipped or done; no answer, voicemail, not interested
- Add a callback time and a note
Permission
Import new leads
From a PDF, spreadsheet or photo you give it.
- Hand it a vendor lead PDF, a spreadsheet or a photo of lead cards
- From a PDF, each lead keeps its own page, the same as an import done in the app
- See recent imports with their added, skipped and failed counts
- Undo an import it made, removing exactly the leads it added
Permission
Import a book of business
Existing clients and their policies.
- Bring over existing clients and their policies from a spreadsheet
- It always runs a dry run first
- It reads the totals back to you (clients, policies, face amount, annual premium, date range) before anything is saved
Permission
Read reports
Production, activity, KPI and team numbers.
- Your pipeline by stage, and what’s overdue, today and upcoming
- Submissions, chargebacks and your annual-premium goals
- Field activity with contact, pitch and close rates
- Your team’s field activity, agent by agent
- Where your territory is working, by ZIP, city, county or state
- KPI sheet figures, the hierarchy, persistency and your downline
Permission
Read client records
Off by default. The people you’ve already written.
- Search your clients by name, phone or stage
- Open a client in full, with the policies they hold
- Without this permission, a lead who became a client shows only as “client”, with no name or address
Permission
Carrier debt
Read, record and correct carrier debt.
- What you and your team owe each carrier, with the entries behind each balance
- Record a balance read off a carrier portal, or an adjustment such as a chargeback or paydown
- Remove an entry recorded in error; the correction stays traceable
Built-in guides
Six guides your AI reads for itself, from planning a day in the field to reading a team KPI workbook.
Ready-made requests
Import my leads, import my book, check for overlap, read my team sheet, and "how is my team doing?"
Yours to manage
Name each connection, see when it was last used, and disconnect it in one tap.
Everything in AgentDeck.
One plan, the whole platform. No feature tiers.
OPEN THE APP, KNOW THE DAY
Your day
- Your next appointment with a live countdown and one-tap Start Route
- Needs attention: overdue appointments and follow-ups due today
- Today’s field funnel: knocks, approaches, presentations and sales
- Your schedule and your book at a glance
- Announcements your upline has pinned for the team
- Your team’s numbers, if you have a downline
EVERY LEAD, ONE PLACE
Leads
- Search by name, phone, email, address or notes
- 15 built-in statuses, plus your own with a color and icon
- Filter by status, source, tier, assignee and follow-up
- Bulk actions: status, call lists, routes, lead cards, archive
- A duplicate warning as you create a lead
- Address checking with “Did you mean…” and the ZIP filled in
- Tap to call, text, email or get directions
- Lead cards as a PDF to share or print
- Convert a lead to a client in one step
BRING IT ALL IN
Imports
- Vendor lead PDFs, each lead reviewed beside its own page
- Low-confidence fields flagged, and scanned PDFs read
- Excel and CSV with automatic column matching and saved profiles
- Duplicates caught in the file and against your book
- Lead cards made automatically after an import
- Import history, undo, and fixing a batch’s source afterwards
- Your book of business, with a dry run first
- Duplicates and Merge Center: merged field by field by a person, with undo
THE WHOLE CLIENT FILE
Clients
- 12 stages, with tier and follow-up filters
- Contact details, ID, build, tobacco and photo
- Policies with estimated commission and the math shown
- A Need / Have / Gap coverage summary
- Activity, tasks, appointments and files in one place
- Share a file with one teammate, and stop whenever you want
- Save the client as a contact card
WHERE THE WORK HAPPENS
Kitchen table
- Health and policy review that autosaves
- Needs analysis: a need, a gap and a recommended face amount
- Complete Case: checklist, client packet, case file and manager summary
- Full-screen presentations with a coverage graph and funeral-cost projection
- Scan paperwork into a PDF with the camera (iPhone & iPad)
- Mark up and sign forms with Apple Pencil
REFERENCE, NOT A QUOTE
Underwriting
- Age, build, tobacco, about 40 conditions and about 880 medications
- Checks for risky combinations
- About 17 plans ranked with a likelihood and the reasons
- “Can’t pay” flags and “before you quote” questions
- Works with no signal
- “Hey Siri, check placement” (iPhone & iPad)
YOUR TERRITORY
Map & field
- Every lead and client on the map, colored by status
- ZIP and county boundaries, with a live count as you filter
- Circle, lasso, box or radius, then act on everyone inside
- Route builder: reorder, optimize, choose start and finish
- Drive in Apple Maps or Google Maps; send an address to Waze or Organic Maps
- A door-knock counter that works offline
- Field Results with contact, pitch and close rates
- Where it’s working: results by ZIP, city, county or state
FROM YOUR OWN PHONE
Calls & texts
- Call lists from leads, clients or the map
- A calling workspace: your place in the queue, last notes, one tap to call
- Log the result and the lead updates itself
- Callbacks due across every list
- Text templates for birthdays, draft reminders, confirmations and “on my way”
- Sent with the apps you already use: Phone, Messages, WhatsApp, Signal and more
NOTHING SLIPS
Appointments & reminders
- List, calendar and week views
- Close out past-due appointments in one tap each
- Assign appointments to yourself or your downline
- Subscribe in Apple Calendar or Google Calendar with a private link
- A private task list, with tasks on leads and clients
- Reminders, a morning digest, birthdays and draft days
- Reminders re-check before they fire, so nothing stale is sent
NUMBERS YOU CAN CHECK
Production & commission
- Submissions with carrier, product, premium, face amount and status
- Credit a sale to another agent, or split it by percentage
- Production by period and carrier, net of chargebacks
- Goals down to per-workday and per-hour, with pace and a forecast
- Chargebacks recorded as their own events
- Commission that shows its working, advance and all
- Contract levels and overrides with full history
FOR MANAGERS
Running a team
- KPI Sheet: statement, AP Reported, persistency, overrides and business mix
- A weekly group-chat post, ready to copy
- AP Reported as a PDF or Excel file
- Bring in your existing KPI workbook
- Invite agents or share a team join link
- Tracked-only agents who don’t use AgentDeck
- Announcements with read counts
- Carrier debt and appointments per agent
PAPERWORK, HANDLED
Carriers & documents
- Your carriers with contracting status, numbers and portals
- An industry directory with service, claims and fax numbers
- A forms library by carrier and type
- File any document to a client, a lead or the library
- Share PDFs and photos in from any app (iPhone & iPad)
NO SIGNAL, NO PROBLEM
Offline
- Leads, clients, the map, appointments and call lists on the device
- Offline changes sent when you’re back
- A clash is held for you to decide, never overwritten
- Underwriting and the door-knock counter work offline
- The offline copy is encrypted on iPhone
YOUR BOOK IS YOURS
Privacy & security
- Uplines see production, not people
- Routes, call lists, tasks and your location are yours alone
- A read-only Viewer role for assistants
- App lock with a PIN and Face ID
- Passkey sign-in with Face ID or Touch ID
- Every signed-in device, with a security log
- Export your own book, confirmed with you first
- Delete your account at any time
“The agent's job is at the kitchen table. Everything on either side of it should already be handled.”
Run tomorrow on AgentDeck
$49.99 a month for the whole platform. 7 days free to start.