Your Shop Desk
Life Insurance · Custom Shop Desk CRM

A Custom CRM for Life Insurance Agents

For agents who write term and permanent coverage and spend weeks waiting on underwriting. Yours would show what every case is still waiting on, and nudge you when an approved policy has not been placed.

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A Shop Desk set up the way a life insurance business would run it
A Shop Desk set up the way a life 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 Life Insurance Words

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

  1. 01New Lead
  2. 02Needs Talk
  3. 03Application
  4. 04Paramed Exam
  5. 05Underwriting
  6. 06Approved
  7. 07Placed

A life application on your desk hangs off the client and their family.

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

  • Face amount and term
  • Beneficiaries
  • Paramed exam date
  • Underwriting requirements outstanding
  • Carrier and policy number
  • Delivery requirements
Where it leaks

Where Life Insurance Businesses Lose Work

Cases Stuck in Underwriting

A case sits waiting on a statement or a phone interview and nobody chases it. The client loses interest and the carrier closes the file.

Approved but Never Placed

The policy was approved but the delivery forms and first premium never came back. You did all the work and the case never pays.

Life Changes You Never Hear About

A client has a baby, buys a house or starts a business. Nobody checked in, so the extra coverage goes to someone else.

What we would build

Fitted to How You Already Work

  • An Underwriting Tracker per Case

    Every case lists what is outstanding and who is waiting on whom. You see stuck cases before the carrier does.

  • Delivery and Placement Checklist

    Approved policies move to a delivery list with the forms and first payment still needed. The client can sign from their phone.

  • Yearly Family Check Ins

    Each client gets a review date and a short note on who depends on them. The desk brings them back up so you can ask about new kids, homes and loans.

  • Exam Results Stay With the Carrier

    The desk tracks dates and requirements, not medical results. We set up consent, opt outs and who on your team sees what with you.

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Questions

What Life Insurance Owners Ask

Can it show what underwriting is still waiting on?
Yes. Each case has a list of outstanding requirements you check off as they clear. The board shows which cases have been stuck the longest.
Can I see approved cases that haven't been placed?
Yes. Approved but not placed is its own stage, with what is missing on each one. That list is often where money is hiding.
Does it hold the medical results from the exam?
No. The desk tracks that an exam was scheduled and done, and what the carrier asked for. Medical results stay with the carrier.
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 Life Insurance Business Runs

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

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