Your outsourced life insurance department
LifeDesk is the specialist life insurance desk behind worksite and benefits teams — bringing deep expertise in complex life insurance strategies, concepts, and planning to the opportunities already sitting in your book of business.
Whether you lead a brokerage or run your own book, the life insurance need is already in front of you. LifeDesk is the department behind you that captures it.
Brokerages & Agencies
Give your producers specialist bench depth — full-scale life insurance expertise and complex case design — in a plug-and-play department that captures the life business your book is already generating.
Explore LifeDesk for Brokerages & Agencies →Agents
Lean on true life insurance specialists for the complex strategies your clients need — with no new prospecting and no interruption to the lines you already work. The revenue already exists in your accounts.
Explore LifeDesk for Agents →But the opportunity disappears because:
The employee remains underinsured. And the opportunity disappears.
LifeDesk was built specifically for worksite agents who see life insurance opportunities inside employer groups but lack the resources to place them. When a case falls outside your platform, LifeDesk steps in.
Enter the client information through the LifeDesk portal.
Our life insurance specialists analyze the situation, design solutions, and manage underwriting.
The client receives the coverage they need.
You earn income from business that normally would have been lost.
LifeDesk was built to support the business you’ve already built — never to compete with it.
Your Department
LifeDesk works as your life insurance department, representing you. Your clients remain your clients, and you remain their trusted advisor — we deepen your relationship with them, we don’t replace it.
Your Compensation
Partners share in the compensation on every placed case, paid directly by the carrier. It’s a revenue stream from business that would otherwise walk away — without building a life department to earn it.
Your Business
Everything you already do stays yours, untouched. LifeDesk doesn’t compete with your existing lines or carrier relationships — we only add the life insurance business that isn’t being written today.
Case Example
Case Example
Worksite agents see life insurance needs every day. But most platforms are not designed to capture them. LifeDesk was created to bridge that gap. Helping agents protect more clients while increasing production from the relationships they already have.
Join the LifeDesk agent network today. Start submitting cases and turn missed opportunities into income.
Get StartedStart submitting cases immediately
