Brokers · /desk Demo
Your Desk.
Requests offered to you, the cases you accept, your own contacts and tasks. Your book is private: nothing you create here becomes network inventory. broker.insure never quotes, binds or holds a policy.
Demo Synthetic brokers and requests. No notifications, uploads or billing. Details
Every broker and request is synthetic. Delivery notifications are not configured (Resend/GHL), so offers appear here only. No billing exists; flat introduction fees are recorded, never invoiced. Document uploads are not configured. No policy record exists on this platform: the Policy confirmation stage records your evidence note only.
Sign in with your Desk token Signed out
Your Desk
Profile
Inbox
Pipeline
Fixed stages. A case moves one step forward or back, or closes as Returned. Taken care of follows Policy confirmation, which requires an evidence note. No policy is created by moving a card.
Contacts
Open tasks
API keys Scoped
For your management system and your own AI agents. A key is shown once and stored only as a hash. Every action it takes is attributed to the key on behalf of your brokerage. Docs
Webhooks Signed
Events pushed to your HTTPS endpoint, signed with HMAC-SHA256 over the timestamp and body. How to verify
Recent deliveries
Connect your AI assistant
https://broker.insure/api/mcp-desk Authorization: Bearer <your key>
Tools: list_offers, get_brief, respond_to_offer, add_note, post_quote, get_events. Your agent acts under your licence; broker.insure never quotes, advises or binds.
Export your book JSON
Everything in your Desk: contacts, cases, tasks, notes, document requests and the event log, with stable ids. Only your tenant's records are included. Offboarding (export then erase on request) is a later slice.