Run your entire agency from one clear view.
Bring compliance and growth together: licensing, CE records, lead pipelines, producer goals, book-of-business visibility, renewals and production tracking, training, and tasks in one connected workspace.
Compliance overhead shouldn't fall on spreadsheets and guesswork
Most agencies are organizing licensing, CE tracking, and carrier appointments across scattered spreadsheets, inboxes, and sticky notes—making follow-up easy to miss.
Regulations vary by state and line — what's true for one agent in one state doesn't hold for the next.
License and education follow-up gets missed — usually noticed only after it has already become a problem.
Carrier appointments live in email threads — nobody has one clean view of who's appointed where.
Inconsistent answers create real exposure — every agent guessing differently is an E&O claim waiting to happen.
Everything your agency and your agents need, in one place
One login for the agency to manage the roster. One set of tools to keep every agent compliant and selling.
Licensing & CE tracking
See license expirations alongside agency-entered CE hours, targets, certificates, source notes, and reminders. Official CE status stays with the applicable regulator or transcript.
Carrier appointments
See which carriers each agent is appointed with, and jump straight to that carrier's site when they need to.
Sales training library
Needs-based scripts and best practices for every stage of the sale, built to hold up in a suitability review — not just to close faster.
Agent help
A place for agents to ask whatever's actually on their mind — sales process, product questions, licensing, or compliance basics — and get a clear, practical answer.
Regulatory alerts
Run an on-demand check for recent regulatory and legislative changes across states, backed by live web search — with sources you can verify.
Lead pipeline & producer goals
Upload and assign leads, track visible funnel stages and source performance, log agent activity, and compare weekly, monthly, or yearly progress with agency-set goals.
Built to keep agency information organized and appropriately scoped
Practical safeguards and clear boundaries for a platform used by agencies and individual agents.
Agency workspaces require signed-in accounts rather than public access to operational records.
Agency leaders can oversee the roster while agents receive a focused view of their own work.
Important record changes can be captured in an agency activity log for visibility and follow-up.
Regulatory results are informational and presented with reminders to verify original regulator sources.
Database access policies scope operational records to the signed-in user's agency and permitted role.
Subscription payments are handled by Stripe. YourAgencyDesk does not store customers' card numbers.
Built specifically for how agencies actually operate
Organize state licenses and lines of authority while keeping regulator verification clearly separate from agency-entered records.
Licensing, agency-entered CE tracking, and carrier appointments live in one roster instead of scattered spreadsheets and inboxes.
Regulatory alerts backed by live web search, on demand — with sources you can check yourself, not a black box.
Sales scripts and training built to hold up in a suitability review, not just to close faster.
One dashboard for the whole agency — no separate spreadsheets, inboxes, or tools to stitch together.
Open the interactive demo →
Agencies see everything. Agents see exactly what's theirs.
Same product, two logins — an admin gets full oversight, an agent gets a focused view of their own status. Nothing more, nothing less.
For agency admins
Full visibility across the whole team.
Every agent's licensing, agency-entered CE tracking, and carrier appointments in one roster
Regulatory alerts and a running view of what's coming due
Upload and manage the agency's own approved sales scripts
For agents
Just their own status — nothing to dig through.
Their own licenses, agency-entered CE records and reminders, and carrier appointments
Agent Help for sales, product, or compliance questions
The agency's approved scripts and training library, ready to use
Simple pricing that scales with your agency
Pay for active producers managed, with unlimited team logins included.
$299 /month
Everything an independent agency needs to organize its roster, clients, work, and compliance.
- Up to 10 active producers
- Unlimited team logins
- Full agent roster & licensing tracker
- Agency-entered CE records, certificates & reminders
- Carrier appointment directory
- Agent help for every agent
- Sales training library
- Lead pipeline, producer goals & source tracking
- Clients, policies, renewals & commissions
Custom pricing
For organizations managing more than 75 producers or multiple downline agencies.
- Everything in Network
- Multi-agency roll-up reporting
- White-labeling for your brand
- Dedicated onboarding
14-day free trial. Email info@youragencydesk.com to request early access.
See how YourAgencyDesk fits your agency
Take the interactive demo now or send a walkthrough request without leaving the page.