Give your producers and CSRs one system that actually works

MyBookOfBiz gives 2–10 person independent agencies role-based access, split commissions, shared renewal workflows, and agency reporting — without an enterprise price tag.

Role-based teams

Owner, Admin, Manager, Supervisor, Service, and Accounting roles built in.

Splits and overrides

Producer splits, manager overrides, and per-life group math enforced at the DB layer.

Shared workflows

Renewals, service requests, and pipeline stages every teammate sees in real time.

See pricing · For Growing Agencies · Commission Tracking

Please enable JavaScript for the full interactive experience.