You Know Your Clients. But Do You Know Which Ones Are About to Leave?
How many renewals slipped because nobody checked in?
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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Sound Familiar?
These are the problems we hear from insurance brokers every day.
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.
Your Pipeline, Your Way
How Booked55 Fits Your Workflow
See Renewals Before They Sneak Up
A visual pipeline that shows you which clients are up for renewal in the next 90 days. Drag them through stages: check-in done, requote sent, renewed. No more spreadsheets, no more surprises.
Remember to Cross-Sell
Tag clients who only have one policy. Booked55 reminds you to have the conversation. Track which accounts you have rounded and which still have gaps.
See Who Sends You Business
Every contact has a referral source. Over time, you will see which CPAs, attorneys, and clients actually generate new business, and which relationships deserve more of your time.
Send a Check-In Without Thinking About It
Build a simple email campaign that goes out 90 days before renewal season. AI helps you write something personal for each client. You will catch at-risk accounts before they shop around.
Built around how you already think about your business
Frequently Asked Questions
Does Booked55 replace my agency management system?
No. Your AMS handles policies and commissions. Booked55 handles the relationship side: tracking follow-ups, renewals, and the referrals that grow your book. They work together.
Can I track renewal dates?
Yes. Set up pipeline stages for your renewal cycle (90-day, 60-day, 30-day) and create tasks at each stage. You will see every upcoming renewal on one board.
I am a one-person agency. Is this for me?
Especially for you. When you are doing everything yourself, having one place to track your clients, renewals, and referrals is the difference between staying organized and letting things slip.
Your Clients Trust You. Do Not Let Them Down.
Start your 14-day free trial. See your renewals and referrals clearly.
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