admin-pricing | PolicyDesk OS

PolicyDesk OS is a private operations system for Life, Accident, and Health agents to manage their book, policies, production, commissions, expenses, follow-ups, client service, and next move in one clean command center.

Data types

  • Lead
  • Client
  • Policy
  • FollowUp
  • Production
  • SecureNote
  • Settings
  • Commission
  • LeadCost
  • Expense
  • Income
  • Receipt
  • Referral
  • AnnualReview
  • Application
  • SoftwareTool
  • ContactLog
  • Automation
  • StripePayment
  • Rider
  • CarrierProduct
  • ProductTraining
  • CrossSellOpportunity
  • UserProfile
  • SupportRequest
  • ReferralRecord
  • FounderLockIn
  • ConnectorActivityLog
  • SyncRule
  • ImportBatch
  • SalesDrill
  • Workspace
  • TeamMember
  • TrainingSession
  • SalesDrillResult
  • ScriptCoachSession
  • ObjectionPractice
  • TrainingRecommendation
  • RoleplayScenario
  • ImportMapping
  • ImportError
  • ProductLibrary
  • ClientFitIndicator
  • DiscoveryQuestion
  • KeyTalkingPoint
  • ApprovedLanguage
  • ProductTrainingCompletion
  • IULDiscoverySession
  • Notification
  • ClientReviewFile
  • UserBillingProfile
  • GoalSettings
  • WaitlistEntry
  • PricingSettings
  • LeadImportBatch
  • ParsedLeadRecord