AgentDeckThe field operating system for life insurance agents.
One record carries a lead from the mailbox to a serviced policy. Mapped, routed, underwritten, submitted and paid, without anything typed twice.
An agent's whole day, on one deck.
Territory and routing
Every lead is placed on the map as it arrives, coloured by status, with a route builder that orders the day and hands the drive to Apple Maps or Waze.
Document Intelligence
Carrier PDFs and vendor spreadsheets read themselves into records, with a confidence score on every field and the original card kept attached.
Client and case
Health and policy review, discovery with the coverage gap worked out for you, and underwriting triage that ranks how each carrier is likely to see the case.
Production and numbers
AP, placement rate, persistency and goals, live. Commission shows its arithmetic instead of asking you to trust a total.
Team and hierarchy
Downline visibility, split sales, override rates and announcements, with the access model enforced rather than assumed.
Works in the field
Built to keep working where the job happens: at doorsteps and kitchen tables, often with no signal.
It holds real families' records.
AgentDeck stores names, addresses, health answers and beneficiaries. That is not ordinary business data, and the platform is built for it: every agency's workspace is isolated, records are never sold or mined, and administrative actions are audited.
- Workspace isolation enforced on every read and every write
- Passkeys with Face ID, plus authenticator and email codes
- A full export of your data, whenever you want it
- Published, versioned privacy and terms
Run tomorrow on AgentDeck.
Bring your book in tonight and plan tomorrow's route on the map.