The workflow
This page follows one lead through a real day, from a scanned card to a policy that's issued and being serviced. Every step you see is AgentDeck handling the busywork so the agent can sell.
Scroll to work the case
Drop in the carrier PDF or the vendor spreadsheet. AgentDeck reads the card, name, date of birth, address and phone, and builds the record for you, showing how sure it is about each field. You check it; it does the typing.
Every lead hits the map the moment it arrives. Your territory stops being a stack of paper and turns into something you can actually read, color-coded by where each person stands.
Pick the doors you want to work. The optimizer puts them in order, one tap hands the driving to Apple Maps or Waze, and the afternoon you'd have spent planning goes back into selling.
Knocks, approaches and presentations get tallied as they happen, even with no signal. Nobody home? One tap sets the follow-up, and the map remembers, so you're not knocking that door again by accident.
Book it right from the doorstep. The calendar syncs, the reminder sends itself, and the pin turns gold so you know exactly why you're driving back tomorrow.
Put down what the family needs and what they already have. AgentDeck works out the gap and a recommended face amount the same way every time, so every case in your book adds up.
Age, build, medications, conditions: AgentDeck reads what's on the shelf and ranks which carriers are likely to fit, before you leave the kitchen. The carrier still decides. You just walk in knowing where to start.
One entry creates the submission, updates the client file and moves the pipeline card. It goes from submitted to issued to placed without you typing anything twice.
Your AP times your contract level, what gets advanced and what comes later, laid out line by line instead of a mystery number at the bottom. When the carrier pays, nothing surprises you.
Birthdays, draft dates and policy reviews remind you on their own. Your AP, placement and persistency stay one tap away, so you always know your numbers without putting a report together.
Every step above happens inside your workspace, walled off by design and never shared or sold. You can go check that for yourself.
How we protect your book →Get started
Louise's case took ten steps. Your part was the kitchen table. AgentDeck did the rest.
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.
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