For Brokerages & Agencies
Your producers win and keep accounts on benefits expertise. LifeDesk adds the other half — specialist depth in full-scale life insurance strategies, concepts, and design — so the life opportunities inside your book stop slipping away.
Bench Depth
Partnering with true life insurance experts gives your firm instant bench depth — and your clients feel the difference in every planning conversation.
Most benefits teams were never trained to design sophisticated life insurance strategies — and they shouldn’t have to be. LifeDesk specialists work in this discipline every day, bringing the product and planning knowledge your clients’ situations demand.
Key person coverage. Buy-sell agreements. Estate planning. Business succession. Complex underwriting. These are the conversations that protect business owners and executives — and the ones most likely to stall without a specialist at the table. LifeDesk designs them with clarity and confidence.
Plug & Play
No hiring. No training curve. No new department to manage. LifeDesk plugs into your brokerage as your life insurance department — case design, carrier shopping, underwriting management, and placement — ready from the first case your team sends. The opportunities are already being missed inside your current book of business; now there’s a department built to capture them.
Your producer enters 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 — and your firm earns from business that used to walk away.
No Disruption
Your producers’ time belongs to your main business — winning and renewing benefits accounts. LifeDesk works the life cases in the background, so adding a life practice never pulls your team off the work that built your firm and never disturbs the operation you’ve already built.
LifeDesk represents your firm — we are an extension of your team, not a competitor for it.
Your Department
LifeDesk works as your brokerage’s life insurance department, representing you. Your clients remain your clients, and your producers remain their trusted advisors — we strengthen those relationships with deeper expertise, we don’t replace them.
Your Compensation
Brokerage partners share in the compensation on every placed case, paid directly by the carrier. A life department that adds revenue from your existing book — without adding headcount.
Your Business
Everything your firm already does 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.
Get started today and start submitting cases. Your producers keep selling benefits — LifeDesk handles the life insurance.
Get StartedStart submitting cases immediately
