Digital Distribution & Support Simplified
ClientDesk is a platform built for insurance carriers, brokerages, and agencies that powers core functions of the digital insurance experience such as Engagement, Self Service and Claims Management.
We provide white-labeled policyholder web portals and mobile apps, as well as a management dashboard used internally by brokers and insurance agents.
Real-Time BMS/PMS Integration
ClientDesk is fully integrated with Broker/Policy Management Systems to allow for seamless integration between our platform and your policyholder data.
- Fully Automated Activity Logs & Suspense/To-Do’s
- Securely Hosted Cloud Data Access 24/7
- Real-Time Data Transfer
- Smart Legacy Data Cleansing & Mapping
- Secure API Calls
Book a Demo
We’re friendly people, don’t be afraid to say hi! Get in touch with us to schedule a live demo session.
360 Adelaide St W – Suite 100
Toronto ON, M5V 1R7