One workspace. Two ways to pay.

Full access to your book, pipeline, production, coaching, and training in one workspace. $99.99 a month or $1,000 a year after your 3-day free trial.

Plan

PolicyDesk OS

Monthly

$99.99/month

Yearly

SAVE $199.88

$1,000/year

That is $83.33 a month equivalent.

3-day free trial · One full-access workspace · Cancel any time

Card required to start the trial. Cancel from your dashboard before day three to avoid the first charge.

Every module. Every producer feature. One private workspace, tied to your subscription. Your data stays yours.

What's included

Book and Pipeline

Manage every contact, opportunity, and policy in one workspace.

Book of Business — contacts, households, and service history

14-Stage Pipeline — Kanban + Table view of every opportunity

Retention & Chargeback Watch — lapse risk and chargeback window alerts

Global Search — phone, email, or policy number in under 500ms

Money

Track every dollar in, every dollar out, and every dollar owed.

Production Tracker — AP submitted, issued, placement rate, goal progress

Commission Dashboard with Auto-Projection — saved formulas project earnings per policy

Lead ROI — cost per lead, cost per sale, vendor batch analysis

Bookkeeping and CPA Exports — P&L, receipts, yearly summary

Follow-Ups and Next Moves

Never wonder what to do next.

Follow-Up Center — due today, overdue, and upcoming

Daily Brief in-app and by email — morning view of what needs attention

Weekly Performance Summary Email — Monday morning

Appointment Reminders Email — morning-of

Coaching and Training

Sharpen the producer skill that drives every commission check.

Script & Next-Action Coach — real-time script suggestions

Sales Drills with C.A.L.M. Framework — objection practice

Advanced Training — Telesales OS, product strategy, simulations, playbooks

Underwriting, Compliance, and Doctrine Libraries

Operations

Bring your book in, take it out, automate the middle.

CSV Import and Export — per-view and full-workspace

Bulk Actions — assign, update, tag, export

Automation Center — follow-up reminders and review triggers

Google Workspace Integrations — Sheets, Drive, Calendar, Tasks

Contracting & Carrier Product Libraries

Monthly

Yearly · Save $199.88

One full-access workspace. Monthly or yearly. Cancel any time before day three to avoid the first charge.

Created by an agent, for agents.
PolicyDesk OS is built from real insurance agent workflow, not generic CRM theory.

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