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Brokers - Agents - Policyholders
The Digital Insurance Platform
ClientDesk is a white-label platform built on three core modules:
Policyholder Engagement, Self Service and FNOL Management.
The platform uses real-time API service calls to integrate with
Broker Management Systems, Policy Admin Systems and other Third Party Services.
Consumer-First Solution
Custom Branded Platform
We build with your brand and deploy.
You market and service!
- Instant Web & Mobile Access to Policies
- Department or Broker Connected Live Chat
- Rich Media FNOL Claims Intake
- Simplified Policy Change Requests
- Fingerprint Authenticated Vault
- Policy Documents & Digital Pink Slips
- Push Notifications & Email Marketing Campaigns
No more batch processing!
Real-Time Data Sync
ClientDesk provides seamless integration between our platform and your data.
- Real-Time Policy Data & Document Transfer
- Fully Automated Activity Logs & Suspense/To-Do’s
- Securely Hosted Cloud Data Access 24/7
- 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.
Office
10 Dundas St E – 6th Floor
Toronto ON, M5B 2G9
Sales
1-800-481-8990 – EXT 1
Customer Support
1-800-481-8990 – EXT 2
Email
info@clientdesk.co