Every feature an independent agent needs — nothing they don't

MyBookOfBiz consolidates the tools independent agents use every day: CRM, policy tracking, commission reconciliation, renewal management, documents, e-sign, ACORD auto-fill, and AI copilots.

Client & Household Management

Track every client, household member, and cross-sell opportunity.

Policy & Book of Business Tracking

P&C, L&H, group benefits, Medicare — all lines in one view.

Commission Tracking

Import carrier statements, reconcile payments, manage splits and chargebacks.

Renewal Management

Automated renewal calendar, T-65 tracking, remarketing queue.

Documents & E-Sign

COIs, ACORDs, applications — generated, signed, and stored.

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