Available
Suavo for Insurance
Agency Desk gives an independent agency one desk for its whole book, and takes the busywork: finding leads, keeping renewals on time, and drafting the outreach you approve.
One desk for the whole book.
- Available
The book
Every client, policy and document in one place.
- Clients, households and their policies together.
- Documents kept with the policy they belong to.
- Commissions tracked policy by policy.
- Available
Renewals and the day
Each morning starts with what actually needs doing.
- Renewals surface before they're due, not after.
- Daily tasks in the order they matter.
- Meetings kept with the client they're for.
- Available
Leads found for you
New businesses in your area, found from public licence records.
- Leads you save move into your own list.
- Workers' comp prospects flagged for you.
- Available
Outreach from your Gmail
Drafts written for you, sent from your own inbox only when you approve.
- Connects to the agency's own Gmail.
- Nothing sends without a person saying yes.
See Agency Desk on your own book.
A short walkthrough with the person who built it. Bring your questions and your busiest week.
Book a walkthrough