Prospects & pipeline
Keep lead details, appointments, application steps and policy delivery checklists together.
BUILT FOR LIFE INSURANCE PRODUCERS
Your next chapter.
One clear workspace.
Bring your prospects, campaigns, practice and business numbers together. Spend less time piecing things together—and more time preparing for the next conversation.
Password or email codeYour own accountNo customer API key needed
YOUR DAY, IN FOCUSILLUSTRATIVE PREVIEW
A clear plan for the next step.
✓
Review your follow-upsKeep the next conversation in sight
◇
Practice one useful skillBuild confidence during downtime
↗
Understand your weekLead spend, income and cash profit
Your business, with perspective.
Visual example · not reported resultsWelcome back.
Enter the email you used for your account. We’ll send a code to sign you in securely.
Use your password for quick access, or choose an email code. New accounts verify their email once.
New to Producer Desk?
Choose Create account above to verify your email and get started.
Choose Create account above to verify your email and get started.
AI features require an active subscription. Creating an account does not charge you.
A place for every part of your day.
Plan with clarity. Follow through with purpose.
Marketing with a plan
Build campaign drafts, message sequences and budgets. Review your work before publishing.
Practice & preparation
Use lessons and fictional scenarios during downtime. AI practice adds conversational feedback when available.
Business in perspective
Track actual income, lead and ad costs, weekly cash profit and source performance.
Start with your email. Build your workspace from there.
Create an account, verify your email, and subscribe to unlock your producer workspace.
TAKE A LOOK INSIDE
More than a list of features.
A place to put them to work.
Explore illustrative page previews.
Sample people and figures; not live customer records.
producerdesk. / inside the workspaceILLUSTRATIVE PRODUCT PREVIEW
Your day, in focus.
See your next steps alongside your clients, practice and business numbers.
8sample follow-ups to review
3sample applications in progress
$1,280sample weekly cash profit before tax
Prepare for the next conversation
Review priorities and practice discovery questions.Sales practice
Review priorities and practice discovery questions.Sales practice
Keep client work moving
Requirements, delivery steps and service reminders.Client desk
Requirements, delivery steps and service reminders.Client desk
Turn a plan into a task
Ask the assistant, review its proposal, then confirm.Desk assistant
Ask the assistant, review its proposal, then confirm.Desk assistant
See results. Start better coaching conversations.
Manager-only rankings by paid policies, recorded income, profit, appointments or application counts. Lifetime saved figures, manually entered and not carrier verified.
1 · Jordan — sample producer
6 paid policies · 12 held appointmentsRecorded production
6 paid policies · 12 held appointmentsRecorded production
2 · Taylor — sample producer
4 paid policies · 9 held appointmentsRecorded production
4 paid policies · 9 held appointmentsRecorded production
Coaching signal
Applications are recorded, but payment is still pending. Review requirements and commission timing together. The numbers suggest a conversation; they do not prove the cause.
Applications are recorded, but payment is still pending. Review requirements and commission timing together. The numbers suggest a conversation; they do not prove the cause.
The right people. The right conversation.
Create multiple private groups, invite selected agency members, and archive groups when their work is done. Saved messages refresh while chat is open.
Discovery practice group · sample conversationAlex · manager
Tomorrow’s focus: ask one more needs question before discussing a product. What would you practice?
Tomorrow’s focus: ask one more needs question before discussing a product. What would you practice?
Jordan · producer
I’ll work through the budget conversation and share what I learned.
I’ll work through the budget conversation and share what I learned.
Alex · manager
Great—there’s a short coaching assignment ready in Team development.
Great—there’s a short coaching assignment ready in Team development.
Agency group messages are saved separately from temporary call audio. No client health details belong in group chat.
Give development a next step.
Managers assign numeric weekly goals, onboarding checklists and coaching tasks. Producers update reported progress and completion.
Weekly goal: hold 5 appointments
Sample reported progress: 3 of 560% reported
Sample reported progress: 3 of 560% reported
New-producer onboarding
✓ Profile complete · ✓ Agency workflow reviewed
○ Practice a discovery conversationChecklist
✓ Profile complete · ✓ Agency workflow reviewed
○ Practice a discovery conversationChecklist
Practice the budget conversation
Coaching assignment with a due date and completion tracking.Next step
Coaching assignment with a due date and completion tracking.Next step
These previews show example workflows, not guaranteed sales or earnings. Your real workspace starts with your own records.
BUILT FOR THE TEAM BEHIND THE PRODUCER
One agency. Clear roles. Shared direction.
Give managers visibility and producers a place to learn, collaborate and follow through.
Manager roles
The agency owner promotes trusted members. Managers oversee their own agency; your platform credentials stay separate.
Private groups
Create a morning huddle, onboarding group or coaching circle. Choose who belongs in each conversation.
Production visibility
Compare recorded results and review coaching signals. Use context and conversation to understand the person behind the numbers.
Development that is assigned
Weekly goals, onboarding steps and coaching deadlines give every producer a clear next action.
$250/month includes up to two managers and six agents. Extra-agent pricing is proposed at $39/month and is not finalized. Agency managers have no access to other agencies or platform-admin secrets.
Your production deserves a clearer picture.
A workspace for the conversation, the follow-through and the business behind it.
Know who needs you next.
Import leads with duplicate review, record permissions, confirm stage changes, and keep client follow-ups and service reviews in view.
Practice before the pressure.
Role-play fictional prospects with AI, work through objections, and turn feedback into your next practice session.
Keep the promise after the sale.
Track application requirements, first premium, expected commissions and policy-delivery checklists.
See what your week earned.
Track lead and ad spending, income, chargebacks and cash profit. Import commission statements with review before saving.
An assistant that helps you follow through.
Ask it to draft a campaign, add a task or update a client stage. Review the proposed action and confirm before it changes your workspace. You supply the judgment; the assistant helps with the work.
ILLUSTRATIVE ASSISTANT EXAMPLE · NOT A LIVE SESSION
“Help me prepare for a prospect who is concerned about monthly cost.”
Practice a needs-first conversation: ask about their priorities, explore a comfortable budget, and explain suitable options without pressure or guarantees.
Next action: create a preparation task → review → confirm.
Choose how you work.
Individual access or one agency subscription covering your team.
INDIVIDUAL
$99 / month
For one producer managing their own clients and business.
- Lead and client workspace
- AI sales practice and workspace assistant
- Campaign drafts and follow-up planning
- Applications, commissions and profit tracking
- Policy service and retention tracking
- Private personal calendar
- Your own account and records
AGENCY
$250 / agency / month
For a manager and agents who want visibility into team progress. Includes up to 2 managers and 6 agents. The agency pays; included agents do not pay separately.
- All individual producer tools
- Agency invitations matched to verified emails
- Two manager seats and six agent seats included
- Owner-controlled manager permissions
- Lead assignment and routing
- Shared resources and weekly trends
- In-app notifications and reminders
- Weekly goals, onboarding and coaching assignments
- Manager controls for agent features
- Shared agency meeting calendar
- Private agency group chats
- Manager-only production rankings and coaching signals
- Saved activity and business reports
- Separate agency and platform admin roles
AI uses a monthly request allowance configured by the administrator; it is not unlimited. External provider services may have separate costs. Your final checkout shows applicable taxes.
See the difference in your daily work.
| Your task | With Producer Desk |
|---|---|
| Prepare for a conversation | Practice and feedback next to your producer workflow |
| Update client work | Assistant proposals with explicit confirmation |
| Understand performance | Spending, actual income and application progress in one place |
| Develop a team | Agency reports and feature permissions, without sharing platform keys |
What is connected today?
Email/password access, subscription checkout and cloud storage. AI requires configured service access. Campaigns are drafts; communications, live dialers, external calendar synchronization, ad publishing, purchased leads and carrier data feeds are not yet connected.
Questions before you join?
Do I pay before entering the workspace?
Yes. Create and verify your account, then subscribe. Stripe confirmation unlocks the workspace. Creating an account alone does not charge you.
What happens if I cancel?
Access continues through your paid period. After it ends, you can manage billing and renew; your saved records are retained.
Can my agency manager see everything?
Managers can see saved production and money reports and restrict features. They do not receive platform admin access, your password, private assistant chats or raw call audio. You review report sharing before joining.
Will this sell policies or guarantee income?
No. Producer Desk helps you prepare, organize and track your work. You remain responsible for suitability, licensing and approved product information.
Have a specific question?
Contact the person behind Producer Desk. This is email support, not an automated sales bot.
Email producerdeskadmin@gmail.comSend a support question
Before signing in, this opens your email app. Signed-in users can send a question from Settings → Support.