Our Story

Built by Insurance Professionals, for Insurance Professionals.

We understand the challenges of managing an insurance business in India because we've lived them. Insurance Desk was born from the real needs of independent agents.

Founded in 2025
200+ Agents Trust Us
What Drives Us

Mission, Vision & Impact.

Our Mission

To digitally empower every independent insurance agent in India — replacing paper diaries and scattered workflows with a professional, mobile-first digital office.

Our Vision

A future where no insurance renewal is ever missed, no client document is ever lost, and every agent has the tools to grow their business with confidence.

Our Impact

Over ₹50 Crores in premiums managed, 10,000+ renewal alerts delivered, and a growing community of agents who have gone fully digital.

Our Story

Why We Built Insurance Desk.

For years, insurance agents have run their businesses on chaos. Paper diaries for renewals, phone galleries for KYC documents, and endless WhatsApp chats. Instead of selling policies, agents were stuck doing tedious admin work.

We realized generic CRM software wasn't the answer. Agents didn't need another clunky database—they needed a system built for the realities of the Indian insurance market. So, we built Insurance Desk to bring your clients, policies, and commissions under one intelligent roof.

Today, Insurance Desk is the ultimate digital office. From automated WhatsApp alerts to AI policy extraction, we've replaced broken workflows with seamless automation. Stop acting like an administrator and start growing like a professional.

Insurance Desk in Numbers

200+
Trusted Agents
₹50 Cr+
Premiums Managed
10,000+
Alerts Delivered
100%
Data Privacy
Leadership

Meet Our CEO & Founder.

Rajkumar Mali — CEO and Founder of Insurance Desk, India's leading insurance CRM platform

Rajkumar Mali

CEO & Founder

“I've been an insurance agent myself since 2021. I didn't build Insurance Desk from a boardroom — I built it from the field, solving the exact problems I faced every single day.”

Rajkumar Mali

Chief Executive Officer & Founder

Rajkumar's journey began at Jawahar Navodaya Vidyalaya, where he developed the discipline and resourcefulness that define him today. He went on to earn his BBA in Accounting & Business Management from Parul University, building a strong foundation in commerce and finance.

In 2021, he started selling insurance as an agent with Policybazaar — and quickly realised that the tools available to Indian agents were broken. Paper diaries, scattered WhatsApp chats, and manual renewal tracking were costing agents time, money, and clients. Instead of waiting for someone else to fix it, he built Insurance Desk.

Currently pursuing his Postgraduate degree at the Adani Institute of Digital Technology Management, Rajkumar combines deep domain expertise in insurance with skills in data analytics, Python, SQL, and Power BI — ensuring Insurance Desk stays ahead of the curve with AI-powered features and data-driven insights.

Under his leadership, Insurance Desk has grown to serve 200+ agents managing over ₹50 crores in premiums. His mission is simple: digitally empower every insurance professional in India — one agent at a time.

What We Stand For

Our Core Values.

Trust First

Agents entrust us with sensitive client data — Aadhaar, PAN, policy details. We treat that responsibility with bank-level encryption and zero data sharing.

Built for Simplicity

If you can use WhatsApp, you can use Insurance Desk. No training manuals, no IT support — just a clean interface that works from your phone.

Agent-First Design

Every feature — from family grouping to commission calculators — was requested by real agents. We don't build what sounds good; we build what agents actually need.

Continuous Innovation

The insurance landscape evolves fast. We ship regular updates — multi-language support, automated WhatsApp alerts, and smart analytics — to keep agents ahead.

Join the Movement.
Go Digital Today.

Become part of a growing community of Indian insurance agents who have transformed their business with Insurance Desk.

No credit card required. Setup takes 60 seconds.

30-Day Free Trial
No Credit Card
Cancel Anytime