The CRM built for life and health insurance agents
Built by agents, for agents – Agent Book CRM helps manage leads, clients, policies, and follow-ups, while growing your book of business.
Features & Benefits
The Complete Toolkit to Build, Launch & Scale
Designed specifically for life and health insurance agents, AgentBook CRM helps you manage your daily workflow, client relationships, and business growth more efficiently.
Lead & Client Management
Organize leads, clients, notes, tasks, and documents in one centralized workspace.
Workflow Automation
Automate follow-ups, reminders, and routine tasks to save time and stay consistent.
Email Integration
Connect your email account to send, receive, and track communications directly within AgentBook CRM.
Book of Business Management
Track policies, renewals, opportunities, and client activity while growing and retaining your book of business.
Task & Activity Management
Stay on top of appointments, follow-ups, renewals, and daily activities with organized task tracking and reminders.
Reporting & Analytics
Gain visibility into leads, sales activity, production, and agency performance with powerful reporting tools.
Featured Sections
Insights That Help Grow Your Business
From book of business analysis to cross-sell opportunities, AgentBook CRM’s reporting tools help you better understand your clients, identify revenue opportunities, and make data-driven decisions that support long-term agency growth.
Analytics & Reporting
Book of Business Reporting
Quickly view your book of business to ensure consolidation with carrier payments and reporting
Growth & Scaling
Custom Reports
Cross-Sell reports and others allow you to maximize your potential for growth and retention.
Frequently Asked Questions
Got Questions? We’ve Got Answers.
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Who is Agent Book CRM designed for?
AgentBook CRM is built specifically for life and health insurance agents. Whether you focus on Medicare, ACA, life insurance, final expense, or a combination of products, AgentBook is designed to help you stay organized, manage your book of business, and keep up with your day-to-day activities.
What can I manage with Agent Book CRM?
Agent Book CRM helps you keep track of your leads, clients, policies, tasks, notes, emails, and more. Instead of trying to manage everything through spreadsheets, sticky notes, and multiple systems, you have one place to stay organized and keep your business moving forward.
Can I connect my email account to Agent Book CRM?
Yes. Agent Book CRM supports Outlook, Gmail, and custom SMTP email integrations. Once connected, you can send emails directly from the platform, making it easier to communicate with leads and clients while keeping your outreach organized.
Do I own my data?
Absolutely. Your data belongs to you. We believe agents should always have control over their own business information. If you ever decide Agent Book CRM isn’t the right fit for your business, you can export your data and take it with you.
Can Agent Book CRM help me grow my book of business?
That’s exactly why we built it. Agent Book CRM helps you stay on top of follow-ups, identify opportunities within your existing book of business, keep clients engaged, and maintain better organization across your agency. When you have better visibility into your business, it’s easier to find opportunities for growth.
Choose the plan that fits your agency
Start with the tools you need to manage leads, clients, policies, tasks, opportunities, and follow-up in one place.
Try It Free. Scale When You’re Ready.
Get started without limits. Explore all features at your own pace — upgrade only when your business grows.