The Digital Insurance Platform
ClientDesk is Canada’s leading software platform for independent insurance brokerages that powers core functions of the digital insurance experience such as Engagement, Self Service, and Claims Management. We provide web portals and mobile apps for policyholders and front-line staff such as brokers and CSR’s.
The platform can also be integrated with legacy policy administration systems through web services calls, enabling the real-time transfer of policyholder data and activity logs.
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
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
Brokerage Branded Platform
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.
555 Richmond St W – Suite 410
Toronto ON, M5V 3B1
1-800-481-8990 – EXT 1
1-800-481-8990 – EXT 2