A centralized system for licensing, contracting, commissions, and field operations — built only from approved materials. Every response is cited.
Usually 2–6 weeks depending on the state requirements.
1. Pre-licensing coursework
2. State exam scheduling
3. Background check processing
Insurance teams face real operational friction that generic tools don't solve.
The same questions — licensing timelines, commission structures, contracting steps — eat hours every week.
Critical knowledge lives in shared drives, email threads, Slack messages, and tribal memory.
ChatGPT and public AI tools hallucinate answers that create compliance exposure for regulated teams.
A complete knowledge management platform built for accuracy and compliance.
Every response is generated from your approved knowledge base using retrieval-augmented generation. Each answer includes direct citations to source documents, so your team always knows exactly where information comes from. No hallucinations, no guesswork.
Track what your team is asking. See top topics, unanswered questions, and usage patterns to continuously improve your knowledge base.
Upload, approve, tag, and categorize documents. Full control over what enters the knowledge base.
Each organization operates in complete isolation. No data leakage, ever.
Three steps to transform how your team finds answers.
Approved documents are uploaded and automatically chunked, embedded, and indexed into your secure knowledge base.
Team members ask real operational questions in natural language — licensing, contracting, commissions, anything.
Leaderdesk returns structured, source-backed answers with direct citations. If it's not in the KB, it says so.
The system improves over time as new questions are reviewed and approved by admins.