Your Shop Desk
Pet Insurance · Custom Shop Desk CRM

A Custom CRM for Pet Insurance Agents

For agents and agencies selling pet coverage to people who just brought home a puppy or kitten. Yours would reach them while they are still deciding, and keep every pet in the house on one owner.

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A Shop Desk set up the way a pet insurance business would run it
A Shop Desk set up the way a pet 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 Pet Insurance Words

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

  1. 01New Lead
  2. 02Quote Sent
  3. 03Enrolled
  4. 04Waiting Period
  5. 05Active
  6. 06Renewal

A pet policy on your desk hangs off the pet and its owner.

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

  • Species and breed
  • Pet age
  • Plan and deductible picked
  • Vet clinic
  • Referral source
  • Waiting period end date
Where it leaks

Where Pet Insurance Businesses Lose Work

New Owners Decide Early

People shop pet coverage in the first weeks with a new pet. If your reply comes late, the moment passes and they skip it or buy elsewhere.

Referral Partners Untracked

Shelters, breeders and vet clinics send owners your way. If you can't see who sent whom, you can't thank the good ones or grow them.

Confusion Turns Into Cancels

An owner files a claim during the waiting period and gets upset. Nobody explained it at the start, so they cancel the whole policy.

What we would build

Fitted to How You Already Work

  • Quick Replies to New Owners

    Web forms and missed calls get a warm text back with the pet's name, day or night. The owner lands on your board ready for a quote.

  • Partner Tracking by Clinic and Breeder

    Every lead shows which shelter, breeder or clinic sent it. You see who sends the most and who went quiet.

  • Waiting Period Reminders

    Owners get a plain reminder of when coverage starts. Fewer surprise calls, fewer cancels.

  • Every Pet in the House on One Owner

    Add the second dog or the cat on the same record. You see the whole household and who still has no coverage.

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Questions

What Pet Insurance Owners Ask

Can a breeder or shelter send us new owners?
Yes. We can give each partner a link or form that drops the owner onto your board with the partner's name. You see what each partner sends.
Can one owner have several pets on the record?
Yes. Pets hang off the owner, each with its own breed, age and plan. You can see which pets in the home are not covered yet.
Does it handle claims?
No. Claims stay with the carrier. The desk can hold the owner's claim question, who is handling it and a follow up date so the owner hears back.
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 Pet Insurance Business Runs

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

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