Scale your agency without an enterprise AMS migration

MyBookOfBiz gives 10–50 person independent agencies multi-team workflows, a white-label client portal, deep commission analytics, and AI copilots — on a platform you can actually change.

Multi-team structure

Producer pods, service teams, and managers with clean role separation.

White-label portal

Branded client portal on your subdomain with COIs, e-sign, and secure messaging.

Deep reporting

Commission analytics, retention by carrier, and producer performance in real time.

See pricing · vs Applied Epic · vs EZLynx

Please enable JavaScript for the full interactive experience.