PolicyIQ | Desk
Software for independent POSP agents
PolicyIQ | Desk gives independent POSP agents their own workspace for contacts, policies, renewals, productivity and commissions, without needing brokerage-scale software.
What problem does PolicyIQ | Desk solve for independent agents?
An independent POSP agent handles the same work as a brokerage — contacts, policies, renewals, commissions — but usually without a team or system built for it, relying instead on notebooks, spreadsheets and memory. PolicyIQ | Desk gives that agent a single workspace scaled to one person rather than a team.
What capabilities does PolicyIQ | Desk include?
Seven capabilities cover the day-to-day work of running an independent POSP agent's book of business.
- POSP Agent Software
- A personal workspace covering everything an independent POSP agent needs day to day. Explore POSP Agent Software
- Insurance Agent CRM
- Keeps client and prospect records organised in one place. Explore Insurance Agent CRM
- Contact & Lead Management
- Tracks contacts, leads and follow-ups so none are forgotten. Explore Contact & Lead Management
- Policy Management
- Manages issued policies and client records in one workspace. Explore Policy Management
- Agent Productivity
- Task tracking and daily workflow tools built for one-person operations. Explore Agent Productivity
- Commission Tracking
- Clear visibility into commission and earnings across policies. Explore Commission Tracking
How does PolicyIQ | Desk fit with the rest of PolicyIQ?
Independent, not dependent
Built for a single agent's own book of business, separate from a brokerage's own system.
Visible earnings
Commission Tracking keeps commission and earnings visible across every policy.
Frequently asked questions
Your questions, answered
PolicyIQ | Desk is POSP insurance software built for independent POSP (Point of Sales Person) agents who sell insurance on their own, rather than large brokerage teams — that audience is served by PolicyIQ | One instead.
Yes. As a POSP agent management platform, PolicyIQ | Desk can connect to a broker or POSP network using PolicyIQ | One through PolicyIQ | Gateway, so activity stays visible to both.
Yes. PolicyIQ | Desk works as commission tracking software for independent agents, giving clear visibility into commission and earnings across their policies.
Yes. Contact & Lead Management tracks contacts, leads and follow-ups in one place, so none are forgotten as an independent agent's book of business grows.
Yes. Agent Productivity gives task tracking and daily workflow tools built for a one-person operation, alongside Renewal Reminders so renewal dates aren't missed.
Book a demo of PolicyIQ | Desk
See an independent POSP agent's whole business in one workspace.