Plan the open house
Founding: organize the visit and keep the people and follow-ups together.
BookTabs
The busywork is done
The busywork is done
before you open it.
BookTabs lines up your calls, drafts your follow-ups, and keeps your client book in view, so your day starts with people, not paperwork.
Card required when you start your trial.
Your day, sorted before it starts
AI drafts follow-ups from your notes. Email replies and automatic sending are part of the Founding build; you choose when to review before anything goes out.
Today
Morning briefFrom your notes
✓Callback requested. Found in Jamie’s saved note.
✓Follow-up ready. Check the draft before you copy.
✓Context at hand. Notes stay with the next conversation.
Next callTop of the sheet
Your saved call note
Draft ready for reviewFollow-upsNext conversations
Jamie Chen · callbackNext touch
Conversation follow-upDue tomorrow
Client check-inThis week
Draft in your voiceFor Jamie
Hi Jamie, following up on our conversation. What would be a good time to talk?
You review it and send it yourself.
How it works
One workday for insurance and real estate: start with the people to contact, keep the conversation in view, and carry the next step forward.
1
Open your day
Your calls and follow-ups are lined up, with the notes you need.
2
Work the call sheet
Make the call. Save the outcome, then move to the next person.
3
Review the follow-up
Use the draft in your email or text today. Founding automatic sending will let you choose whether to review first.
Real estate workday
Compare the properties
Founding: bring the details you need into one view for the next conversation.
Connect your MLS
Founding: connect listing data when the integration is available.
Insurance workday
Renewals in view. Keep the book’s renewals in view 90 days out.
Carrier quotes, marked up. Review highlighted differences on a carrier quote before you share it.
One shared insurance book. Clients, policies, renewals, and team roles stay together.
Your agency’s guidelines. Keep the carrier standards your agency adds with the work.
PropertyNotes, planned. Property briefs and change alerts on covered Florida addresses are planned inside BookTabs for the founding cohort.
A plan for the way you work.
Choose your profession, then the size of your workspace. Every plan starts with a 14-day free trial. Card required; your selected plan is charged after the trial unless you cancel.
Plans for Real Estate Agents
Founding pricing for the real estate workspace. Choose your plan after creating your workspace. Your trial starts when you add your card.
Solo
$39/month
5 GB storage. $39/month for 12 billing periods after your trial, then $59/month.
Team
$149/month
Up to 10 seats and 25 GB storage. $149/month for 12 billing periods after your trial, then $199/month.
Start free trial
14-day free trial. Card required to start your trial.
Plans for Insurance Agents
Month to month for independent insurance agencies. Choose your plan after creating your workspace.
Founding
$99/month
Up to 7 users and 25 GB storage. $99/month for 12 billing periods after your trial, then $129/month.
Standard
$149/month
Up to 7 users and 25 GB storage for a shared agency book.
Team
$249/month
Up to 20 users and 50 GB storage for your agency team.
Start free trial
14-day free trial. Card required. Cancel before the trial ends to avoid the plan charge.
Questions, answered
Who is BookTabs for?
BookTabs is built for real estate professionals and insurance agents. The realtor workspace brings client records, call notes, tasks, properties, and partners together. Create your account and choose your profession to set up your workspace.
What does BookTabs help me do?
Start with a sorted day, work through your call sheet, save notes and outcomes, and review follow-up drafts in your voice. The realtor workspace includes a client book, Call Mode, saved tasks, manual property records, and partner contacts. Insurance agencies use the same relationship workflow with their agency book.
Does it replace my insurance agency system?
No. HawkSoft, EZLynx, Applied Epic, and AMS360 connections are in progress with the vendors and open as each vendor approves us. These are not connected today. Your agency system stays the record. For insurance agencies working from spreadsheets or paper, the importer builds a working book for the front-office workflow.
What does it cost?
Plans for Insurance Agents: Founding includes up to 7 users at $99/month for 12 billing periods after the trial, then $129/month. Standard is $149 a month and Team is $249 a month. Real estate founding pricing: Solo $39/month for 12 billing periods after the trial, then $59. Team $149/month for 12 billing periods after the trial, then $199, for up to 10 seats. Choose your plan after creating your workspace. Your trial starts when you add your card. Your selected plan is charged after the 14-day trial unless you cancel.
Do I need a card or a contract?
A card is required to start your 14-day free trial. Your selected monthly plan is charged when the trial ends unless you cancel before then. Plans are month to month, and you can cancel anytime.
Does BookTabs make calls or send messages for me?
You make the calls. BookTabs keeps the call sheet and context in view. You save each outcome, review the draft, and copy it into your usual email or text. Platform sending for insurance agencies is in the founding build order and is not live today. MLS, calendar, and connected sending are not enabled in the realtor workspace.
The busywork is done
before you open it.
Start with your clients, calls, and next steps in one workspace.
Card required when you start your trial.
BookTabsAn AI front office for insurance and real estateContact