The network puts these around an agency: Carrier access, Stronger economics, Agency growth, Expert support, Technology and tools.
Technology
InsuraDesk is now included with membership.
A full agency management system: policies, renewals, commission, producer pay and carrier reporting in one place. Free to members for a limited time.
Technology
We said we would not charge you for software you already own.
We meant it. So we are not charging for this one.
UAA Network has partnered with InsuraDesk to give members a complete agency management system at no cost while the introductory period runs.
It is optional. If your current system works and your staff know it, keep it, and nothing about your membership changes. Nobody here is paid when you switch. What changed is that an agency that has been putting off replacing a system it outgrew, or running the book out of a spreadsheet and a carrier portal, now has somewhere to go that costs nothing to try.
InsuraDesk
What you get, the day you join.
Policies and clients in one record
Every policy, carrier, premium, effective and expiration date against the client who holds it. Households stay together, so a cross-sell conversation starts from what the client already has rather than from what you can remember.
Renewals you see coming
A rolling renewal calendar by month and by year, with the premium and commission attached to each one, and projections for terms that have not been issued yet. Pending cancellations surface as their own work list instead of as a surprise.
Commission you can check
Carrier statements import from CSV and reconcile against the policies they claim to pay. New business, renewals and cancellations report year-to-date and by month, so what was paid can be held against what was owed. Most agencies have no practical way to do that.
Producer pay, worked out for you
Salaried and commission producers on the same screen, with tiered bonus thresholds, revenue per producer, and the licenses and NPNs each one holds with their expiry dates. The renewal you forgot to track is the appointment you lose.
Reports that arrive without asking
Any report can be scheduled daily, weekly, monthly or ahead of an event, and lands in your inbox. The Monday morning number you currently rebuild by hand is a setting.
The phone, joined up
RingCentral integration puts click-to-call, call logs and recordings against the client record, and syncs your contacts. Bill-due notices and renewal reminders go out by SMS and email from templates you control.
Carrier data, downloaded
IVANS download brings carrier data in rather than leaving somebody to re-key it from a portal at seven in the evening.
Built like it holds client data
Dates of birth and license numbers are encrypted per field with AES-256-GCM. Administrative actions are written to a chained audit log that shows when a record was altered. Every agency gets its own database, staff see only their own book unless you say otherwise, and sign-in takes a second factor.
The offer
Free for a limited time, and we will tell you before that ends.
Members joining now get InsuraDesk at no cost for the introductory period. You will be told what it costs after it, in writing, with enough notice to decide. Nothing switches from free to billed without you agreeing to it first, which is the same rule every other number on the terms page follows.
Your data stays yours. If you leave the network, or keep the network and drop the software, you export your book and go. A system you cannot leave is an exit clause nobody wrote down.
In development
Being built now. Dated when it ships, not before.
Member portal
One sign-in for carrier access, documents, announcements and support requests, alongside your InsuraDesk account.
Agency analytics over time
Concentration, retention, cross-sell and renewal risk tracked month over month rather than computed once, reading from the book you already keep in InsuraDesk instead of a spreadsheet you maintain twice. Visible only to the agency it describes.
Carrier appetite search
Which carrier wants this risk, in this state, today. Knowing appetite is worth more than a longer list of carriers, and it is the thing most networks answer with a phone call.
You still keep the software you already pay for.
The rule has not changed. We will not charge you for a rater or a CRM you already run, and we will not make membership depend on moving onto anything. InsuraDesk is offered because it is worth having and it is free, and it stays optional after the introductory period whatever you decide about it.
The terms for leaving, including what happens to your data, are in the membership terms.
InsuraDesk comes with membership.
Four questions, about two minutes, and a straight answer on whether your agency qualifies.
The fastest way to judge this is to use it.
Book Check runs on your numbers, shows every formula, and asks for nothing. InsuraDesk comes with membership.