MyBookOfBiz – CRM for Independent Insurance Agents

The CRM built for independent insurance agents. Track your book of business, manage clients, policies, and commissions — no spreadsheets needed. Start your free trial.

Book of business tracker

Manage every client, policy, renewal, and document in one platform purpose-built for independent agents.

Insurance commission tracking

Reconcile carrier statements, split commissions, manage chargebacks, and forecast renewals without spreadsheets.

Pricing

Plans start at $29/mo for Starter, $149/mo Professional, $219/mo Growth, and $349/mo Agency. Compare to AgencyBloc (~$294/mo), EZLynx, and Applied Epic (custom quote) — see how MyBookOfBiz stacks up.

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