The modern operating system for independent insurance agents

Stop running your agency from spreadsheets. MyBookOfBiz brings your clients, policies, commissions, and renewals into one platform built for independent P&C and L&H agents.

Manage your book of business

Every client, every policy, every renewal — organized in one place.

Track commissions without spreadsheets

Reconcile carrier statements, manage splits, forecast renewal revenue.

Never miss a renewal

Automated renewal tracking with 90/60/30-day touchpoints.

Explore features · See pricing · MyBookOfBiz vs AgencyBloc · MyBookOfBiz vs EZLynx

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