For independent POSP agents
A personal workspace for one-person insurance businesses
An independent POSP agent handles the same work as a brokerage team, alone. PolicyIQ | Desk gives that agent a workspace scaled to fit.
Daily operating challenges
- Contacts and leads tracked from memory
- Renewal dates easy to lose track of
- Commission earnings hard to reconcile
What PolicyIQ | Desk provides
- Contact & Lead Management in one place
- Automated Renewal Reminders
- Clear Commission Tracking
Recommended PolicyIQ products
Frequently asked questions
FAQs for independent POSP agents
PolicyIQ | Desk gives an independent POSP agent their own CRM, policy management, renewal reminders and commission tracking, scaled to one person rather than a team.
Yes. PolicyIQ | One is built for brokerages managing teams and POSP networks; PolicyIQ | Desk is built for one independent agent managing their own book of business.
Yes. PolicyIQ | Desk's Renewal Reminders send automated alerts, so a one-person agency does not need to track renewal dates manually.
Yes. Insurance Agent CRM keeps contacts, leads and policy history in one workspace built for a single agent.
Yes. Agent Productivity gives a clear view of an individual agent's activity and performance.
See PolicyIQ | Desk in action
Book a demo built around one agent's own business.