For Agents
You built your book on benefits. LifeDesk brings the complex life insurance strategies, concepts, and planning your clients need — without asking you to become a life specialist, or to find extra hours in a week that doesn’t have any.
Why Agents Partner With LifeDesk
Key person coverage, buy-sell agreements, estate planning, business succession, complex underwriting — when a client’s situation calls for a specialist design, you have one. LifeDesk’s specialists handle the concepts and the case design while you stay the trusted advisor your client already knows.
Your day is already full — enrollments, renewals, service work in the lines you know best. LifeDesk works the case for you: design, carrier shopping, underwriting, and placement. A life case never has to compete with your core business for your time.
Every placed case adds a new revenue stream to the practice you already run — with no new routine to adopt and no interruption to your day-to-day work. Submit the case, and LifeDesk carries it from there.
The opportunity is already in your accounts: employees capped by group limits, business owners without succession protection, executives who need more than the plan allows. LifeDesk helps you capture revenue from relationships you’ve already earned.
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.
Two examples of the kinds of cases agents bring to LifeDesk.
Case Example
Case Example
LifeDesk was built to support your business — 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 practice 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.
Join the LifeDesk agent network today. Start submitting cases and turn missed opportunities into income.
Start submitting cases immediately
