Never miss a policy renewal or referral follow-up with automated tracking Ops-Deck is the all-in-one business platform built for local service companies with 1–15 employees.
6 months free · $1,000 cash at $1M ARR · Toyota Tacoma giveaway · $1 holds your spot
Store all client policies in one place — auto, home, life, and commercial. See renewal dates at a glance and act before they shop around.
Get notified 60 and 30 days before every policy renews. Send personalized review invitations to clients automatically.
Track where new clients came from and reward top referrers. Build a referral program that runs itself.
Log commissions by carrier and policy type. See your monthly run rate and identify which products drive the most revenue.
Most insurance agency businesses in Appleton juggle scheduling software, invoicing tools, a CRM, payment apps, and more. Ops-Deck replaces all of it — and connects the pieces automatically.
Every founding member gets the full trifecta. $1 activates your spot and locks in $49/mo forever.
$1 activation fee · $49/mo locked forever · Cancel anytime