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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

BookTabs drafts follow-ups and email replies from your notes and emails. Let it send automatically, or review before replying—the choice is yours.

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

Jamie Chen

Your saved call note

“Asked me to call back about the options we discussed.”

Draft ready for review

Follow-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 choose whether to review it or send it automatically.

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

Review the draft before replying, or let BookTabs send it automatically. Your notes and emails keep the context close.

Pick the plan that fits your book.

Every plan starts with a 14-day free trial. Choose your profession and plan when you create your workspace.

Real Estate Agents

For your client book, properties, and next conversation.

Solo

Founding rate

5 GB storage

$39/month12 monthly billing periods after your trial, then $59/month

Team

Founding rate

Up to 10 seats · 25 GB storage

$149/month12 monthly billing periods after your trial, then $199/month

Included with every plan

  • Client details, notes, and next steps
  • Property records linked to your clients
  • Partner relationships and follow-ups

Insurance Agents

For your agency’s clients, renewals, and quotes.

Agency

Founding rate

Up to 7 users · 25 GB storage

$99/month12 monthly billing periods after your trial, then $129/month

Agency

Regular rate

Up to 7 users · 25 GB storage

$149/month

Team

Up to 20 users · 50 GB storage

$249/month

Included with every plan

  • 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.
  • Agency guidelines alongside your work
Start your 14-day free trial

Card required to start. Your selected plan is charged after the trial unless you cancel.

Questions, answered

Can I use BookTabs without connecting my email?

Yes. Your call sheet, client book, notes, tasks, and follow-up drafts work without a connected mailbox. Connect email to draft replies from your messages and choose automatic sending or review before replying.

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.

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, drafts follow-ups and email replies, and lets you choose automatic sending or review before replying.

Start with your book in view.

Keep the next conversation moving.

Card required when you start your trial.

BookTabsAn AI front office for insurance and real estateContact