How many renewals slipped because nobody checked in?
You Know Your Clients. But Do You Know Which Ones Are About to Leave?
Stop letting renewals sneak up on you
You built your book on relationships and trust. But the follow-up, the 90-day check-in, the cross-sell conversation, remembering who referred you last year, all of that lives in your head. Booked55 gives you one place to track your client relationships so renewals do not sneak up and referrals do not go unnoticed.
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Who is our ideal customer?
You are a insurance brokers that...
- You sell commercial insurance where renewals and referrals build your book
- Your average policy premium is $5,000 or more
- Your book of business is $500K to $2M but growth has flatlined
- You've tried AgencyZoom or HubSpot but they focus on policy management, not the relationships that drive renewals
- You've hired producers but they can't build trust like you can
- You're in insurance where the relationship IS the policy, not the quote
What you've already tried
- Spent on insurance lead vendors. Got quote requests. Couldn't bind a single policy.
- Cold emailed business owners. Ran ads. All of it, wasted premium.
- Joined BNI and chamber events. Shook hands. Nobody asked for a quote.
- Started wondering if you should just go captive.
- Cut your commission splits. Offered better rates. Clients still left at renewal.
- Tried every AMS add-on out there. Retention stayed exactly the same.
The problem was never your expertise or your pricing. You just couldn't see where in your client development process things were falling apart.
Who Is Booked55 For?
Anyone who wants to be the top 1% relationship builder in their industry.
You want more bound policies
You're servicing clients well but new business has stalled. You need a system that helps you close, not just quote.
Your AMS wasn't built for prospecting
Your agency management system handles policies and renewals. But it has no pipeline for the prospects you're trying to win.
You're paying for features you don't even understand
Enterprise CRM modules bundled into your AMS. Hundreds every month for tools your small team will never touch.
You need simple, yet "powerful"
You don't need a hundred integrations. You need ten that help you follow up before renewal season hits.
You have zero marketing budget
No ad spend. No lead gen team. You need every referral conversation and renewal touchpoint to count.
You don't want to hire more producers
Growing the team isn't an option right now. You need more premium from the book you already have.
Renewals slip through the cracks
Missed a 90-day renewal touch? Forgot to ask for a referral? That's a policy walking to another broker.
Why Insurance Brokers struggle with client relationships
Renewals are in your head
You know Mrs. Johnson’s policy renews in October. But when October comes and you are busy writing new business, that check-in does not happen. Then she gets a mailer from a competitor.
Single-policy clients quietly leave
They only have auto with you. You always meant to bring up home and umbrella. But there is no system nudging you, so the conversation never happens, and they churn without a word.
You do not know who is sending you business
That CPA has sent you three families this year. That attorney? Zero. You treat them the same because you have never tracked it. Imagine if you could see exactly who your best referral sources are.
A pipeline built for how insurance brokers actually sell
Drag deals between stages that match your workflow. Not generic sales jargon.
Acme Corp
$42k
3d ago
Riverstone LLC
$18k
5d ago
Riverstone LLC
$18k
5d ago
Northgate Partners
$67k
2d ago
Northgate Partners
$67k
2d ago
Summit Group
$31k
7d ago
You Focus on People. We Handle the Rest.
Auto-enriched contacts, visual pipelines, AI-powered outreach, and referral tracking, so you spend less time on data entry and more time with the clients and contacts that drive your business.
Visual Pipeline Boards
Drag-and-drop Kanban boards with custom stages. See every deal at a glance, move contacts through your process, and never lose track of where a relationship stands.
Contact Management
Rich contact profiles with activity history, pipeline status, tags, social links, referral tracking, and relationship goals. Everything about a contact in one place.
Activity Tracking
AI-generated and manual tasks in one unified list. Filter by date, status, or type. Complete tasks, send emails, and reschedule, all from a single view.
Event Management
Create events, track attendance, and link contacts to them. See who attended, which pipeline stage they are in, and follow up directly from the event page.
Drag & Drop Email Builder
Design beautiful email campaigns with a visual editor. Drag content blocks, add merge tags, preview on desktop and mobile, and send personalized campaigns at scale.
Your CRM, In Your Pocket
Full CRM access on the go. Manage contacts, track activities, browse companies, create events, and switch between organizations, all from your phone.
Contact Detail
Events
Booked55 speaks your language
We built this around the terms you already use. Not generic CRM jargon you have to translate.
Client Stories
Discover how Booked55 has helped sales teams revolutionize their client engagement and relationship management.
Christian Saab, Business Owner
Using Booked55 has transformed how we engage with clients. We can now easily track interactions and personalize our approach effectively. The user-friendly interface and powerful features make it an indispensable tool for our sales team.
Frequently Asked Questions
Stop Losing Track of the People Who Matter Most
Your referral generators, past clients, and warm introductions are your most valuable assets. Booked55 makes sure you never lose touch with them.