Turn Missed Life Insurance Opportunities Into Revenue

LifeDesk helps worksite and benefits agents place the life insurance cases their existing carriers can’t accommodate.Protect more clients.
Increase revenue from accounts you already manage.

  • Capture life insurance beyond employer group limits

  • Increase income from existing accounts

  • No disruption to your current carrier relationships

  • Expert life specialists handle complex cases

Free registration • Start submitting cases immediately

EVERY WORKSITE AGENT RUNS INTO THIS

You meet employees every day who need more life insurance.

But the opportunity disappears because:

The group life plan caps coverage

Your carrier doesn’t offer the product

Face amounts exceed plan limits

Underwriting becomes too complex

Or there simply isn’t time to work the case

The employee remains underinsured. And the opportunity disappears.

YOUR OUTSOURCED LIFE INSURANCE DESK

LifeDesk was built specifically for worksite agents who see life insurance opportunities inside employer groups but lack the resources to place them.
When a case falls outside your platform, LifeDesk steps in.

  • Design the case

  • Shop the carriers

  • Manage underwriting

  • Handle policy placement

You stay the trusted advisor to your client.
LifeDesk simply fills the gap your carrier can’t.

HOW IT WORKS

1

SUBMIT THE CASE

Enter the client information through the LifeDesk portal.

2

LIFEDESK WORKS THE CASE

Our life insurance specialists analyze the situation, design solutions, and manage underwriting.

3

POLICY GETS PLACED

The client receives the coverage they need.

You earn income from business that normally would have been lost.

LIFEDESK HELPS AGENTS MONETIZE

EXISTING ACCOUNTS

Here are typical examples:

Employee needs $1M coverage beyond group limit

Commission potential:

$8,000 – $12,000

Employee needs $1M coverage beyond group limit

Commission potential:

$8,000 – $12,000

Business owner needs buy-sell coverage

Commission potential:

$15,000 – $40,000

WHO LIFEDESK IS FOR

Worksite / voluntary benefits agents

Employee benefits brokers

Payroll company benefit advisors

PEO benefit consultants

HR benefit advisors with client relationships

If you already serve employer groups, you are sitting on life insurance opportunities every day.
LifeDesk helps you capture them.

WHY AGENTS TRUST LIFEDESK

Built To Support Your Business

We Represent Your Brand

LifeDesk works behind the scenes while you remain the trusted advisor to your client.

We Represent Your Brand

We only place life insurance your existing carrier cannot accommodate due to face limits or product availability.

Expert Life Specialists

Our team focuses exclusively on complex life insurance placement.

Protect Your Client Relationship

LifeDesk exists to support your business — not compete with it.

CASE TYPES WE HANDLE

LifeDesk helps place cases like:

  • Supplemental life beyond group plan limits

  • High face amount individual policies

  • Complex underwriting situations

  • Business owner protection

  • Buy-sell funding

  • Key person insurance

  • Executive benefits planning

If the case doesn’t fit your worksite platform…
LifeDesk helps place it.

PROTECTION MEETS PRODUCTION

Worksite agents see life insurance needs every day.
But most platforms are not designed to capture them.
LifeDesk was created to bridge that gap.
Helping agents protect more clients while increasing production from the relationships they already have.

READY TO CAPTURE MORE LIFE INSURANCE REVENUE?

Join the LifeDesk agent network today.

Start submitting cases and turn missed opportunities into income.

LifeDesk Helping worksite agents place the life insurance cases their carriers can’t.
Protection Meets Production