CSR queue for policy work, claims, and customer comms, not a buried inbox.
Queue · CSR Workspace · Policy Changes · Claims · Comms
Service Desk runs retention and service like a production floor: open requests, priority, age, assigned CSR, and queue-by-status, so policy changes do not get lost behind sales.
Open, in progress, overdue, completed, visible before something ages out.
KPI cards and a live request table cover ID cards, mortgagee updates, vehicle changes, claims, and renewals with priority and assignment.
- Priority and status pills staff can scan
- Assign and open production workspace from the queue
- Queue-by-status bars for managers
What Service Desk is for.
CSR workspace
Service work has a home next to sales, not a shared Outlook folder.
Policy changes
Add driver, ID card, mortgagee, tracked with age and owner.
Claims & comms
Keep service conversations in the same operating system.
Ties to CRM
Household context from Customer 360 follows the request.
Every key program in the app has a page.
Customer CRM, Sales & Pipeline, Service Desk, Executive, Team, Performance, Marketing Studio, CallMaster, and more. Same operating system.
Today / Agency home
Agency snapshot, quote queue, open tasks.
02Customer CRM
Customer 360, households, X-date renewals.
03Executive
Start My Day production and agency health.
04Sales & Pipeline
Quote pipeline stages and sales floor.
05Quote Desk
Intake, ownership, next action.
06Marketing Studio
Month plan, mailer, email, social.
07Team
Staff activity, coaching, scoreboards.
08Performance
Lead → win, sources, budget reports.
09Lead Accountability
Ownership, contact rate, stalled work.
10CallMaster
AI training, duos, challenges, rewards.
11Agency Admin
Onboarding, roles, integrations.
12Speed to Lead
First-touch timing as an operating habit.
13What We Replace
Tool stack replace map.
See Service Desk next to the sales floor
Book a demo of Service Desk: queue, CSR workspace, and policy work next to the sales floor.