Scripts in your own words
Tap Edit on any step and say it your way. Names, birthdays and prices fill in by themselves on every call, so one client's details are never saved into the script.
For independent insurance agents
The front desk that runs your whole call, from lead to application.
Front Desk brings your leads, your call scripts, carrier quotes, the application, your email and your calendar into one screen. Your client follows along on their own phone while you talk.
Built by a licensed independent agent, for her own calls.
Your screen, and what the client sees
The tour
One final expense call, start to finish
Tap a step. Every screen is the real product, filled with a made-up client named Pat Lee.
Features
Everything else an agent juggles, in the same place
A calendar for your whole life
Doctor's visits, the kids, church and client calls in one week view. Anything on it is kept off your booking link automatically, and only you see what it is.
All your business email
Every mailbox and alias in one inbox, synced with your phone. A reply goes out from the address the client wrote to, and nothing sends until you tap Send.
Leads that arrive ready
Website and social media lead forms land as contacts, already filled into the right script.
Social media posts and video
Pictures and videos are fitted to the right size and can go out as short videos. Nothing posts until you approve it.
Booking that respects your time
A booking page, appointment setters and a website chat that only offer times you're really free.
AI receptionist
Answers calls with only the answers you approved, takes messages, and puts callers through when you're free.
Ads on autopilot, with limits
Makes and tests ads within a monthly limit you set. Front Desk never moves money or holds a card.
Medicare, done carefully
A separate Medicare walk-through. The AI never calls Medicare contacts, and Medicare numbers are never saved.
How it's built
Made for a licensed agent's rules
Nothing goes out without you
Emails, posts, replies and appointments wait for your approval. A Send tapped twice still goes out once.
Sensitive numbers stay out
Social Security, Medicare, license and bank numbers go only into the carrier's secure application, never into Front Desk.
Independent by design
Quotes from many carriers, compared side by side, so the agent works for the client and not one company.
The client sees only their part
Their private link shows the walkthrough step you're on, with only the answers meant for them, and stops working when the call ends.
For investors and partners
One tool where agents usually stitch together five
Independent agents tend to run a CRM, a dialer, a quoting site, an e-application, a calendar and an inbox side by side. Front Desk puts the whole call in one place.
Who it's for
- Independent life and health agents who work their own leads
- Final expense, term, whole life, IUL and Medicare
- Small agencies with appointment setters
Where it is today
- In daily use at a working insurance agency
- Call scripts with live carrier quotes and applications
- Social media leads and posts, booking, email and calendar working
What's next
- Text messaging
- More ad channels
- Each carrier's own health questions built into the scripts
See it for yourself
Open the live demo and click around. The sign-in is filled in for you, everyone inside is made up, and it resets every night.
Open the live demoTo talk about using it or investing, reply to the person who shared this page with you. Pricing is shared on request.