The LifeDesk Platform
Most agents hand a case off and hope. LifeDesk partners watch every case move — from the moment it’s submitted to the day it’s placed — in a private portal built for total transparency and zero extra work.
My Cases
Your personal dashboard shows every case you’ve submitted and exactly where it stands — the same pipeline our specialists work from, updated as the case moves. No phone tag. No “any updates?” emails.
A sample case in a partner’s My Cases dashboard. Your cases are visible only to you — every partner’s book is private.
Built for Working Agents
Effortless
One simple form — your client’s details and what they need. Send it from your desk or between appointments. From there, the case is ours: design, carrier shopping, underwriting, placement.
Automatic
The moment a milestone hits — the discovery call is booked, the application is submitted, a decision lands — you get an email. You’ll never have to chase us for a status again.
Private
Your portal shows your cases and only your cases. No other partner can see your clients, your pipeline, or your production — ever.
Full Transparency
Your clients are your relationships, so our outreach plan is disclosed up front — and it never goes further than this without your say-so.
Step One
Your client gets one welcome email introducing LifeDesk, with a one-click link to book their discovery call. Professional, brief, and clearly from your life insurance desk.
Step Two
If they haven’t booked after a few days, they receive exactly one friendly follow-up. That’s all — no drip campaigns, no repeated nudges, no pressure, ever.
Step Three
Still no booking? We stop, and the next move is yours. You’ll get a heads-up from us, and we’ll follow your lead on your client.
Get started today and start submitting cases — your clients keep their advisor, and gain a life insurance department.
Get StartedStart submitting cases immediately
