Business tools · Insurance agents
PipelineDesk Every lead followed up. Every renewal on time.
PipelineDesk gives your agency a pipeline shaped for insurance, reminds you who to call next and shows the premium in your pipeline.
For independent insurance agents and small agencies of 2 to 10 people.
Live $29/month, $290/year · 14-day free trial
How to start
Add your leads
Import them from a spreadsheet (CSV) or add them by hand.
Move them through the stages
Each lead moves from Lead to Renewal, and reminders appear when a follow-up is due.
Check the dashboard
See what is in the pipeline and who is working on it.
What you get
Stages made for insurance
Lead, Quoted, Application, Bound and Renewal are ready from day one. Rename or reorder them to suit you.
Follow-up reminders
Tasks appear on the right day, so a callback does not slip.
A template for each stage
Keep a message template for each step and personalise it in one click.
See your pipeline
A dashboard shows the premium in your pipeline and what may bind this month.
Share leads with your team
Give every lead a clear owner across a team of 2 to 10 people.
See it in action
Everything included
- Insurance pipeline stages that you can rename and reorder
- Follow-up reminders and tasks
- Message templates for each stage
- Lead import from a spreadsheet (CSV)
- A forecast dashboard
- Lead assignment for a team of up to 10 people
Pricing
$29 per month
$290 per year
That works out at about $24.17 a month when paid yearly.
14-day free trial. A card is required to start. You are charged when the trial ends unless you cancel first. One free trial per customer and card.
Cancel at any time. Your plan stays active until the end of the period you have paid for.
Yearly plans: you may ask for a full refund within 14 days of the first yearly charge. See the Refund policy.
Prices are in US dollars.
Questions
Can I import my leads?
Yes, from a spreadsheet (CSV).
Does it replace my agency management system?
No. PipelineDesk is for the sales side. Keep your agency system for servicing policies.
How does the free trial work?
You get 14 days free. We ask for a card when you start. You are charged when the trial ends unless you cancel first. One free trial per customer and card.
Can I cancel?
Yes, at any time. Your plan stays active until the end of the period you have paid for, and we do not charge you again. If you prefer, write to [email protected] and we will cancel it for you.
Start with PipelineDesk
Coming later: Sending templates by email from the app (email is not switched on yet).
AI can make mistakes. Please check everything before you use it.
Questions? Write to [email protected]. See all products.