What’s Inside AIREDesk?

Here’s a look at the powerful features designed to simplify your workflow and maximize your results:

– Case Management Dashboard

Get a clear, organized view of every case in your business. Track statuses, update accounts, and manage progress — all in one place.

– Aria Leads Integration

Send leads directly into your AIREDesk account and watch as every detail populates automatically. No more manual data entry.

– Upgraded Wizard Chat

Communicate faster and more effectively with a smoother, upgraded chat experience.

– Tasks & Reminders

Never miss a follow-up. Keep track of deadlines, calls, and key dates with a built-in task system that keeps you on schedule.

– Google Account Integration

Run email campaigns directly from your own Google account — right inside AIREDesk. Personal, professional, and fully trackable.

– Policy Alerts

Protect your book of business with real-time notifications when a policy changes to lapsed or pending lapse. Get the chance to call your client and save the policy before it’s too late.

– Book of Business Control

Search and manage your client database with just a few keystrokes. Import existing data or export it anytime — you’re always in control.

– Automated Nurture Campaigns

Client retention, on autopilot. AIREDesk automatically tags and groups your clients so they receive timely outreach — birthdays, holidays, special occasions, and more.

– Track Email Conversations

Every email, every client, in one place. See your conversations directly from your AIREDesk dashboard.