Every call.

Every agent.

Every policy.

In sync, from one desk. Built for insurance agencies on RingCentral

Conduct your entire agency.

MaestroDesk connects to RingCentral and shows every call, agent, sale and lead source live, from one desk.

The MaestroDesk agent workspace: the agent's line, the day's calls and callbacks, and today's premium A call pop for a returning lead showing the caller's name, number, lead source, last outcome, notes and last recording

The problems MaestroDesk replaces

01

Still logging sales in Telegram?

02

Tracking premium in a spreadsheet?

03

Guessing which leads pay?

Every answer is already in your phone system. MaestroDesk puts it on one screen.

How it works

Three moves. One desk.

  1. 01

    Connect RingCentral.

    About ten minutes. Each extension maps to an agent and each tracking number maps to the lead source that bought the call.

  2. 02

    Calls pop on the agent's screen.

    Name, number, lead source and every past call, note and policy, on screen before the agent says hello.

  3. 03

    Managers watch the floor live.

    Calls ringing, sales and premium today, every agent and every lead source, moving the second it happens.

The agent workspace between calls

Press and hold. The caller's history fills in before the agent picks up: name, number, lead source, last outcome, notes and the last recording.

What your agents get

Built for the call, not the admin.

  • 01

    Live call pop with caller history

    Who is calling, where they came from and what was promised last time, before the first word.

  • 02

    One-click outcomes

    Sold, callback, not interested, no answer, do not call. One key each. Nobody leaves a call unlogged.

  • 03

    Sales and policy records

    Carrier, product, premium and effective date, captured on the call. The policy number lands when the carrier issues it.

  • 04

    Lead source ROI

    Every tracking number rolls up to its source. Calls, sales, premium and close rate per vendor, so you know which leads pay.

  • 05

    Do-not-call blocking

    A listed number pops in red and cannot be missed. The queue stays clean and so does your compliance.

  • 06

    Recording playback

    Play any call straight from RingCentral, inside the customer record, at 1x, 1.5x or 2x.

  • 07

    Callbacks that come back

    Booked in the caller's time zone, owned by an agent, due soon and overdue in plain sight.

The manager's desk

See your whole floor. In real time.

Calls ringing now. Sales and premium today. The agent leaderboard. The lead source breakdown. Every number moves the moment a call ends.

Ringing now0
On calls0
Sales today0
Premium today$0
The live floor dashboard: ringing now, agents active, sales today, premium today, lead sources ranked by premium, and every agent's status
The floor TV leaderboard: the top ten agents by premium with gold, silver and bronze tiers, a live sales tape and move arrows

Put it on the floor TV.

It reads from across the room. Top ten by premium, who moved up in the last hour, and every sale on the tape the moment it is logged.

Hosting and access

Your data. Your rules.

Dedicated or isolated hosting

Your agency runs in its own instance. No shared tables, no shared tenants.

Role-based access

Agents see their desk. Managers see the floor. Admins see settings. Nobody sees more than their job needs.

No data shared between agencies

Your leads, recordings and policies stay yours. They are never pooled with another agency's.

Trusted by agencies running live sales floors.

MaestroDesk is in production on a live RingCentral floor today. The first customer's words land here once they approve them.

Straight answers

What owners ask first.

Does it replace RingCentral?

No. RingCentral stays your phone system and the desk phones stay on the desks. MaestroDesk listens to its call events and does the rest.

Do agents need a softphone or a headset app?

No. Calls stay on the desk phone. The pop opens in the browser.

How do you know which lead source a call came from?

Each vendor or campaign gets its own tracking number in RingCentral. The number the caller dialed tells us the source.

What happens when the same lead calls back?

They pop as a returning lead, with who spoke to them and what was promised, so the next agent never starts cold.

Can we bring our existing leads and customers?

Yes. Import a CSV, map the columns, review duplicates and numbers on the do-not-call list, then import.

How long does setup take?

Most agencies connect RingCentral and map their extensions in an afternoon.

What does it cost?

It depends on the size of your floor and how it is hosted. Talk to us and we will quote it on the call.

Ready to conduct your agency?

A 20-minute walkthrough with a live floor on screen.