Practice Management for Top Producers

Run your UHNW practice like the industry you serve.

ApexDesk gives elite life insurance agents ($400K+ first-year commissions) a single, precise platform — engagement letters, commission tracking, sales illustration, and integrations with Black Diamond, eMoney, and RightCapital.

For UHNW & Business Owner Clients Built for Elite Agents Weekly Commission Reports
Commission This Week $84,230 +12.4% vs prior week
Active Cases 23 $31.4M total coverage
Renewal Pipeline $2.1M Next 90 days

The Gap

Top producers deserve more than spreadsheets and duct tape.

01

Document chaos

Engagement letters, illustrations, and client documents live in email threads and local folders. Nothing ties together. Nothing is consistent.

02

No integration with advisor workflows

Your clients' wealth advisors run on Black Diamond, eMoney, and RightCapital. You have no presence there. No data flows. No coordination.

03

Commission blindness

Existing tools give agencies aggregate reports. You need your own weekly view — what you earned, what's pending, what's at risk.

The Platform

Everything your practice needs. Nothing it doesn't.

Engagement Letters

Dynamic, templated engagement letters built for UHNW clients. Generate personalized documents in minutes, not hours. AALU-compliant disclosures baked in.

Commission Dashboard

Weekly commission reports built for solo producers, not agency back-offices. Real-time visibility into earned commissions, pending renewals, and carrier reconciliation.

Sales Illustrations

Built-in calculators and illustration tools for estate planning, wealth transfer, and business succession scenarios. No more toggling between separate software.

Advisor Integrations

Native connections to Black Diamond, eMoney, RightCapital, and more. You and your clients' advisors see the same financial picture. Data flows both directions.

Integrates With

The tools your clients' advisors already use.

Black Diamond Portfolio Aggregation
eMoney Financial Planning
RightCapital Tax & Retirement Planning
Morningstar Portfolio Analytics
Money Guide Pro Goals-Based Planning

If you're closing $400K+ first-year commissions, you need a platform built for your level.

ApexDesk is built by an advanced planning specialist who has lived the workflows, managed the complexity, and knows exactly what elite producers need. Not a generic CRM. Not a spreadsheet. A precision tool for a precision practice.