Plan the open house
Prepare open houses and broker opens, invitation drafts, and follow-up tasks from confirmed event details.
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.
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14-day free trial. Card required when you start your trial.
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is on the early-access list. We’ll email you when access opens.
Prepare your early-access request (optional)
Help us prepare the right workspace for your business. You can skip these details.
What do you run today?
Your details are saved.
You’re all set. No other details needed.
Your day, sorted before it starts
A workflow illustration: AI prepares a follow-up draft from a saved note. You review it before copying.
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
For insurance agencies: preview your client spreadsheet import, then work from your book and saved notes.
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
Check the follow-up draft, then copy it into your email or text.
Keep the relationship moving.
Calls, notes, and follow-ups belong together. The same front-office loop is the foundation for both professions.
Your next conversation, in view
A call sheet with the reason to call and the notes you need, person by person.
Your notes carry forward
Keep the facts, requests, and commitments from a conversation with the client.
Follow-ups from saved outcomes
You log what happened. BookTabs lines up the next step and prepares the draft.
Drafts in your voice
Voiceprint shapes the wording. You review it and copy it into the tools you use.
Planned for your real estate workday
The real estate workspace and these tools are planned for early access. They are not available today.
Compare the properties
Bring permitted property records together to review differences and support pricing conversations.
Connect your MLS
Use your own eligible membership to add permitted listing facts and photos, subject to MLS approval and data terms.
Real estate plans
Founding early-access pricing for the planned real estate workspace. Your trial starts when your workspace opens. Your selected plan is charged after the 14-day trial unless you cancel.
Solo
$39/month
Locked for the first year, then $59/month.
Team
$149/month
Up to 10 seats. Locked for the first year, then $199/month.
14-day free trial. Card required when your workspace opens.
Insurance plans
Month to month for independent insurance agencies. Join the early-access list; no workspace is created today.
Founding
$99/month
Same agency plan as Standard, at the founding price. Locked for the first year, then $129/month.
Standard
$149/month
Up to 7 users, for a shared agency book.
Team
$249/month
More seats and multiple locations. PropertyNotes add-on included; BookTabs connection planned.
Solo
$49/month
1 user, for a one-person agency.
PropertyNotes add-on $49/monthBookTabs connection planned.
14-day free trial. Card required. Cancel before the trial ends to avoid the plan charge.
Built deeper for insurance.
The insurance workspace is built and in daily use. These tools belong to the insurance side of BookTabs.
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.
Questions, answered
Who is early access for?
Insurance agents and real estate professionals can join the list. The insurance workspace is built and in daily use. The real estate workspace is planned for early access, not built or available today. Joining the list does not create a 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. That loop runs in the insurance workspace today and is the design for the planned real estate workspace.
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?
Insurance plans: Solo is $49 a month for one person. Founding Solo is $39 a month for 12 months, then $49. Founding is the agency plan with Standard’s entitlements at $99 a month for 12 months, then $129. Standard is $149 a month and Team is $249 a month. The PropertyNotes add-on is included with Team and $49 a month on other insurance plans; its connection inside BookTabs is planned. Real estate founding early-access pricing: Solo $39/month for 12 months, then $59. Team $149/month for 12 months, then $199, for up to 10 seats. The workspace is planned. Your trial starts when your workspace opens. 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. No real estate platform connections are built today.
The busywork is done
before you open it.
Join early access. We’ll email you when your workspace is ready.
That email does not look right. Please check it.
14-day free trial. Card required when you start your trial.
That email is already on the list. We’ll email you when access opens; no need to join again.
You’re on the list.
is on the early-access list. We’ll email you when access opens.
Prepare your early-access request (optional)
Help us prepare the right workspace for your business. You can skip these details.
What do you run today?
Your details are saved.
You’re all set. No other details needed.
BookTabsAn AI front office for insurance and real estateContact