BookTabs

The busywork is done
before you open it.

BookTabs drafts the follow-ups, lines up the renewals, and sorts your book, so your day starts with people, not paperwork.

No card needed for early access. One email field, nothing else.

Everything the agency gets

BookTabs is an AI front office for insurance agencies. This is the work it takes off the desk, every day:

✓
Your day, sorted before it starts
Call order, renewals due, and touches due, lined up before the first call.
✓
Every renewal on one radar
Every renewal in the book in view 90 days out, so none arrive as a surprise.
✓
Follow-ups that set themselves
Save an outcome and the follow-up is armed, with the draft already written.
✓
Drafts in your voice
Written from your Voiceprint, stating only facts in the book.
✓
Carrier quotes, marked up
Drag in a carrier quote, drop it, talk through what matters, and it comes back marked up: the budget and premier options stamped, the differences flagged, instead of print, highlight, scan, and email.
✓
Property details, right where you work
A full property brief on any address, inside BookTabs where the client is worked, with no appraiser site, no second tool, and no tab-hopping, and monitoring that flags changes.

Founding

$99a month

Locked for the first year, then $129 a month.

Month to month.

Early access takes one email and no card, and you can cancel anytime.

Standard

$149/mo

7 users, 1 location, 90-day audit log.

Team

$249/mo

20 users, 3 locations, 365-day audit log. Property Notes add-on included.

Solo

$49/mo

1 user, for a one-person agency.

Property Notes add-on$49/mo

And the rest of the desk:

✓
Your notes become facts. Who decides, when to call back, and what was promised, pulled out of every note.
✓
Drop a file anywhere. Files are classified and filed to the right client. Unmatched files wait for your call, never filed on a guess.
✓
Every quote in one place. Stage, premium, carrier, and stall clock, all in one place.
✓
It keeps score, so nothing slips. The morning brief names what is overdue, worst first. Follow-ups arm themselves, so what was promised is not dropped quietly. Stalled quotes carry a visible clock.
✓
One shared book. Clients, policies, and renewals kept together. Owner, Producer, and CSR each see only their slice.
✓
Carrier answers without the hold music. Carrier guidelines and standards in one place.

How it works

Open it

You open BookTabs to start the day. That is the whole first step.

Make the calls

You work the calls in front of you, top first.

Approve the drafts

You read each draft and approve it. Nothing sends without that.

Questions, answered

Does BookTabs replace the system we already use?

No. On HawkSoft, EZLynx, Applied Epic, or AMS360, your system stays the record and BookTabs does the front office work on top of it. If your agency runs on paper or spreadsheets, BookTabs becomes the system. Muse AI is the operating layer for every user on the team, and it never quotes, binds, or confirms coverage: that stays with a licensed human.

What does BookTabs actually do?

BookTabs drafts the follow-ups in your voice, lines up the renewals and your day, marks up carrier quotes, keeps score so nothing promised slips, and pulls the full property brief (ownership, roof, permits) inside the same screen, with monitoring that flags changes, so nobody hunts the appraiser site across tabs. The full list sits in the offer above.

What does it cost?

Solo is $49 a month and Founding Solo is $39 a month. Founding is $99 a month, locked for the first year, then $129. Standard is $149 a month and Team is $249 a month. The Property Notes add-on is included with Team and $49 a month on the other plans. You sign up free, and paid features are paywalled inside the app.

Is there a contract?

No. Plans are month to month, and you can cancel anytime. Your data exports and leaves with you.

Do I need a card to get early access?

No. Early access takes one email address and no card.

How does sending work?

You connect your mailbox and phone by signing in, and BookTabs sends under your agency’s own identity through its own pipes. You never paste in API keys, and at this stage nothing sends without your approval.