Your Shop Desk
Commercial Insurance · Custom Shop Desk CRM

A Custom CRM for Commercial Insurance Agencies

For agencies writing contractors, restaurants and main street businesses. Yours would keep every submission complete, put certificate requests in one line and show which accounts only carry one line with you.

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A Shop Desk set up the way a commercial insurance business would run it
A Shop Desk set up the way a commercial insurance business would run it

Shown: Crescent Harbor Insurance, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Commercial Insurance Words

Every commercial account moves down the same line. We name each stop the way your crew already does.

  1. 01New Lead
  2. 02Submission Gathered
  3. 03Marketed
  4. 04Quotes Back
  5. 05Proposal
  6. 06Bound
  7. 07Renewal

A commercial account on your desk hangs off the business and its locations.

So the card asks for what you actually need, and nothing a commercial insurance business would never fill in.

  • Business type and class code
  • Payroll and revenue
  • Lines needed
  • Loss runs received
  • Certificate holders
  • Renewal date
Where it leaks

Where Commercial Insurance Businesses Lose Work

Submissions Missing Loss Runs

You can't market the account without five years of loss runs and a completed app. The owner is busy, the prior carrier is slow and the renewal date keeps coming.

Certificate Requests Eat the Day

A contractor needs a certificate for a job starting tomorrow and calls, texts and emails three people. Your service team spends hours finding who asked for what.

One Line Accounts

You write the general liability but somebody else has the work comp and the truck. Nobody asked, so the account stays half yours.

What we would build

Fitted to How You Already Work

  • A Submission Checklist per Account

    Each account shows the apps, loss runs and schedules still needed. The owner can upload from their phone instead of digging through email.

  • Certificate Requests in One Queue

    Clients ask for certificates from their own page with the holder and job listed. Your team works one queue and nothing gets lost in a text thread.

  • An Account Rounding Board

    See which accounts carry only one or two lines with you. Flag the missing ones so producers know who to call about work comp, auto or umbrella.

  • Renewals Started Early

    Every account shows a renewal timeline that starts months out. You see which ones still need updated payroll or loss runs before marketing.

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Questions

What Commercial Insurance Owners Ask

Can clients ask for certificates without calling?
Yes. They get a page where they request a certificate and list the holder and job. Your team sees it in a queue and marks it sent.
Can it track loss runs from the prior carrier?
Yes. Each account shows which loss runs you asked for, when, and what came back. The desk reminds you when a request has gone quiet.
Who on my team can see payroll and revenue numbers?
You decide. We set up who sees what with you, so producers, account managers and outside partners each see only what they need.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Commercial Insurance Business Runs

We will tell you honestly what a desk fitted to it would take.

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