01
Find the right record before the conversation starts.
Search by name, phone, address, policy number, or household so agents do not need to remember which spreadsheet or folder holds the latest details.
Product Tour
See how daily client workstays connected.
A simple tour of how InsÜDesk keeps client search, household context,file capture, and shareable summaries together in one workspace.
02
Review a household account as one story.
Keep family members, policy roles, payor details, and contact context close together so follow-up feels prepared instead of rushed.
03
Capture documents from phone or tablet.
Add photos, scans, PDFs, Office files, audio, video, and other supported business files directly to the client record.
04
Share a family-safe summary.
Export a household PDF that helps families review key information without exposing internal decision-maker notes.
Feature list
Everything agents can keep together in InsÜDesk.
From the first search to ongoing record review, these tools support everyday client and household work.
01
Fast workspace search
Find clients, households, and policies by name, phone, address, identifier, or policy details.
02
Workspace overview
View record totals, common policy plans, top clients, and top households.
03
Review Data
Find missing client, household, and policy details, then work through them by category.
04
Client records
Keep contact details, identifiers, addresses, notes, linked policies, and files together.
05
Household relationships
Connect family members and record relationships, the primary contact, and decision maker.
06
Policy management
Track policy details, status, premiums, dates, insurance company, and agent information.
07
Policy roles
Record the life assured, owner, payor, beneficiary, and other policy roles.
08
Client attachments
Attach PDFs, images, Office files, audio, video, and other supported business files.
09
Phone and tablet capture
Take a photo or scan a document and add it directly to the client record.
010
Household PDF export
Generate a family-safe household summary without internal decision-maker notes.
011
CSV import with preview
Match columns, preview rows, and review results before importing clients and policies.
012
Custom workspace settings
Configure currency, date format, attachment limits, and workspace defaults.
013
Custom labels and values
Define reusable contact labels, identifier types, and attachment labels so records stay consistent.
014
Predefined policy plans
Enable ready-made policy and rider entries or add custom catalogue values for faster, more consistent policy entry.
Start today
Start with the records you already use every week.
Create an account, confirm your email, and try the client workspace for 30 days. No payment is needed during the trial.
InsÜDeskinsudesk.app · sales@insudesk.app