What You Can Do with AIREDesk

With AIREDesk, you have everything you need to manage your business in one place:

• Case Management Dashboard – Track statuses, update accounts, and monitor progress at a glance.
• Aria Leads Integration – Send leads directly into your account with all details populated automatically.
• Upgraded Wizard Chat – Communicate faster and smoothly than ever.
• Tasks & Reminders – Stay on top of follow-ups, deadlines, and key dates.
• Google Account Integration – Launch email campaigns from your own Gmail, fully tracked inside AIREDesk.
• Policy Alerts – Get instant notifications when a policy lapses or is pending lapse so you can take action immediately.
• Book of Business Control – Import, search, and manage your entire client database in seconds.
• Automated Nurture Campaigns – Celebrate birthdays, holidays, and milestones with your clients without lifting a finger.
• Track Email Conversations – Keep every interaction organized directly in your dashboard.