Value proposition

ClientDesk - The Digital Insurance Platform.

ClientDesk is the leading software platform for independent insurance brokerages that powers core functions of the digital insurance experience such as Engagement, Self Service, and Claims Management. We provide web portals and mobile apps for policyholders and front-line staff such as brokers and CSR's.

The platform can also be integrated with legacy policy administration systems through web services calls, enabling the real-time transfer of policyholder data and activity logs.


Mobile Solutions for Policyholders, Web Dashboard for Insurance Agents & Brokers, Automating Intake Processes, Retaining Clients, Increasing Revenue, Reducing Operational Costs, Mobile Self-Serve, Rich Media FNOL, Claims Management, Policyholder Engagement, and Self Service