Sign in
OpenDesk by TurnNet Labs LLC. Work email and password.
OpenDesk by TurnNet Labs LLC. Work email and password.
Do not create a new agency. Pull the shared book with the owner’s email + sync key (Agency → Cloud sync), then sign in with your seat email and password.
Pulls your cloud book so you can sign in from anywhere.
Enter the 6-digit authenticator code, or a backup code. Sharing this seat signs the other session out.
Optional two-step: scan the QR with Microsoft Authenticator (or similar), then enter the 6-digit code.
Preparing QR…
Stuck on the camera screen with no QR? On that same screen, look at the bottom for Or enter code manually — then paste the secret below.
Save those backup codes after you confirm. They are for later logins if you lose the phone.
You had 14 days with no card. Subscribe now to keep the book — $29 per named user / month, flat. Extra seats are the same $29. Annual is 10% off. Charged when you complete checkout.
Staff at an agency that already has OpenDesk? You are on the wrong book — this computer created a separate trial. Ask the owner for their sync key, then use (replaces this local trial book).
Plans and terms. Sold by TurnNet Labs LLC.
Search above to open a client. The book stays empty until you search — no wall of names.
Key details only. Save, then add policies / quotes / follow-ups below. Household & drivers live on each policy.
We keep last 4 and expiry only. Full number and CVV are never saved.
Policy, quote, and follow-up open here once this client is on file. Drivers & vehicles live on the policy.
Add every auto on the policy. Each gets its own state limits + deductibles.
Household / drivers belong on the policy — not on the client file.
Check about 10 carriers. Open their websites in one click, type each premium on the board, and the lowest lights up as you go. OpenDesk cannot log into carrier portals and scrape rates — there is no comparative-rater contract here. Paste your agent portal URL on a card if the default is the consumer site. Open a client first. Fat-finger a number later? Open the run, fix it, save.
ZIP + age → Get ACA quotes pulls marketplace plans into the list below. Click Apply to put a plan on this shop run. Healthcare.gov always works as a fallback.
Partner API syncs this client into HealthSherpa and opens their quote page (MA / MAPD / PDP). Confirm county there, then type the premium on the board below. CMS Plan Finder stays as a public fallback.
Carriers in this run
Open a client first. Record claim number, status, and amounts. Do not store privileged medical notes here.
Title and date are required. Client is optional — link one if this is a review or bind.
Google Meet is free. OpenDesk Meet is the optional $15/mo branded in-desk room.
Not connected. Emails can still open in Outlook / Apple Mail / Gmail via mailto.
Loading mailbox options…
Proton Mail: There is no “Connect Proton” button — Proton does not offer Microsoft/Google-style OAuth for third-party desks.
Use Use computer mail app (Proton Bridge or the Proton desktop/web app), or under Advanced → SMTP use
smtp.protonmail.ch port 587, your full Proton address, and a Proton SMTP token / Bridge password (paid Proton Mail).
Only needed if TurnNet hosted connect is off, or you want a private Azure/Google app. Redirect URL must match exactly:
Microsoft 365 — Azure App Registration (SPA / public client, PKCE). Allow Mail.Read + Mail.Send.
Gmail — Google Cloud OAuth Web client (PKCE). Same redirect URL.
SMTP — app password / host. Many cloud hosts block port 587. Proton: smtp.protonmail.ch · 587 · SMTP token.
Prints on certificates, letters, and proposals. Same book — more letterhead.
No logo yet. Small PNG/JPG under ~200 KB works best.
Two-step is optional.
Opens a new secret + backup codes. Add the secret to Microsoft Authenticator / Google Authenticator / Authy, then enter the 6-digit code to confirm.
Cap updates after Stripe seat checkout or during trial.
Turn whole areas on or off for this agency. Role presets can hide more for CSR / Producer seats. Data stays if you turn a module back on.
A cleared browser can wipe a desk that is only on this computer. Sync is the backup. Write this key down. Staff use Join agency with your owner email + this key. This does not delete anyone on the book.
Agency → Cloud sync if you need the key later.
Outlook / 365: connect Microsoft under Mail (one click) or use Open in mail app. Gmail: connect or Open in Gmail.
Effective date, type, note, and optional premium change. Stored on the policy.
CSR queue — ID cards, drivers, address, cancel. Shows on Today until done.
Agency evidence document for a certificate holder (what shops call a COI). Built from your book on your letterhead. Not an ACORD® form, not a binder, and not a policy. Does not amend coverage. Holders that require a licensed ACORD form should get that through your ACORD channel or carrier portal.
Coverages on this evidence — check every policy line to include
Upload a photo or PDF (ID, app, dec, quote, bill, claim). Review the fields. Save onto client merges into the open (or matched) file — it does not delete anyone. Or fill a form and click Save there.