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.

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

This app ships with 12 projects & knowledge bases, 1 AI agent, and 5 automations & workflows — ready to run or customize after you clone.

John Xie published this agency app in the Taskade Community Gallery.