Insurance Agency Desk
Insurance Agency Growth Desk: Leads, Retention and a Monthly Report. A public site with a quote form, in English and Spanish. Behind sign-in: a lead board, clients with retention risk, a renewals board with urgent and lapsed groups, cancellations, retention actions, source cost per won policy and a monthly report. Staff see only their own clients. Only the Director sees commission and the money pages.
Insurance Agency Desk is a Taskade app kit built from one prompt: 12 projects that remember, 1 AI agent that thinks, and 5 automations that run on their own.
Category: Dashboards
This Taskade Genesis app includes 12 projects, 1 AI agent, 5 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Agency Helper. Its automations include New quote request from the website, A policy is cancelled: suggest one retention action and Assign each new lead.
by @john
What you can do with Insurance Agency Desk
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Insurance Agency Desk works
- New quote request from the website: Save the lead.
- A policy is cancelled: suggest one retention action: when a policy moves to Cancelled, then Read the policy and Ask Agency Helper for a retention action.
- Assign each new lead: when a lead is added, then Read the lead and Ask Agency Helper who takes the lead.
Built with Taskade Genesis
- Category: Dashboards
- AI agents: Agency Helper
- Automations: New quote request from the website, A policy is cancelled: suggest one retention action, Assign each new lead
- Workspace: 12 projects, 1 AI agent, 5 automations