YourAgencyDesk
PRACTICAL AGENCY OPERATIONS

Resources for a clearer agency workflow

Starting points for organizing recurring licensing, agency-entered CE tracking, appointment, client, and task work. Always verify regulatory requirements and official completion history with original sources.

CHECKLIST

A 60-day license renewal workflow

Use a consistent review window instead of waiting for an expiration notice.

  • Confirm state, license number, and lines of authority.
  • Review agency-entered CE records, certificates, source notes, and reminder dates.
  • Assign renewal ownership and due dates.
  • Store confirmation and update the activity history.
OPERATIONS GUIDE

What belongs in an Agent Profile?

A useful record connects the agent's status to the work the agency manages.

  • Identity, NPN, contact details, and agency status.
  • Licenses, agency-entered CE records, carriers, and training.
  • Documents, tasks, clients, and commissions.
  • A history of material record changes.
WORKFLOW

Replace the compliance spreadsheet gradually

Move one dependable process at a time rather than attempting a disruptive one-day migration.

  • Clean the agent roster first.
  • Import licenses and expiration dates.
  • Add CE records and reminders from agency-verified information, plus carrier records.
  • Assign owners for exceptions and follow-up.

Frequently asked questions

Does YourAgencyDesk replace official regulator records?

No. It organizes agency records and follow-up. Regulatory information should be reviewed against the original regulator or state Department of Insurance source.

Can agents see the entire agency?

The product is designed with separate agency and agent experiences. Agency leaders can receive roster-wide visibility while agents receive a focused view of their own work.

Can I explore the product without creating an account?

Yes. The interactive demo uses sample data and does not require a login.

How much does it cost?

Foundation is $319 month to month and includes up to 10 active producers with unlimited team logins. Annual membership is $2,990, or about $249 per month, saving $838 compared with month-to-month billing.

General informational content only. Confirm licensing, CE, appointment, and compliance obligations—and official CE completion history—with regulator sources and qualified advisors.