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For Insurance Agents, Realtors, and Teams

Everyone needs an assistant.

Keep tabs on your book of business.

Bring your clients and follow-ups together. See what needs your attention next.

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5 BookTabs Today: attention at upper left, overlapping To-do and Inbox folders at upper right, Scratchpad below left and calendar below right.
Needs your attentionAlex Morgan
Buyer · Follow-up3 calls · 2 emails · 1 text
Call
Last conversation

Saturday works for the showing.

Next stepConfirm 10 AM · Send property details
Reached Save outcome
Tomorrow · Follow up with Jamie
Confirm Saturday’s showing4 due
Two unanswered calls · Try a text
CallTextEmail
To: Jamie Chen
Subject: Next steps
Hi Jamie, following up.
Copy
RemixRevert
Fictional workflow illustration
To-do2 due
Inbox1 file

Call Jordan

Home policy renewal

Reminder
Thursday, November 5 at 3:00 PM
From Scratchpad
“Call Jordan about the home policy renewal Thursday at 3 PM.”
Fictional reminder preview. Nothing is scheduled.
Scratchpad
Call Alex about the next steps.
Example Agency · FictionalScratchpadReview your note before adding a task.

Client work is scattered. Your next step shouldn’t be.

Document → detailsThe important parts, surfaced.

Inspection.pdf → roof age, repair notes, and items to review.

Planned · Document extraction not yet available
01 · Make sense of the paperwork

Less digging. More clarity.

Note → next stepA thought with a follow-through.

“Call Jamie Thursday at 3 PM.” → a suggested reminder linked to Jamie.

Illustrative reminder suggestion
02 · Capture the next move

Get it out of your head.

Context → follow-upA relevant place to start.

“Hi Jamie, ready to revisit the home coverage options we discussed?”

Illustrative draft · Review before sending
03 · Keep the conversation moving

Follow up with context.

Pick the plan that fits your book.

Explore the plans. Join the waitlist for access updates.

Real Estate Agents

For your client book, properties, and next conversation.

Agent

Founding rate

5 GB storage

1,000 AI drafts · 50 OCR pagesMonthly allowance · Planned OCR, not yet available

$39/monthRegular $59/monthSave $20/monthRate locked while subscribed.

Team

Founding rate

Up to 10 seats · 25 GB storage

5,000 AI drafts · 250 OCR pagesMonthly allowance · Planned OCR, not yet available

$149/monthRegular $199/monthSave $50/monthRate locked while subscribed.

Included with every plan

  • Keep clients and follow-ups together
  • Plan open houses and capture visitors
  • Create listing flyers and social copy
  • Keep property details linked to clients
  • Track referrals and partner follow-ups
See everything included
  • Your client book. Contacts, notes, and next steps together.
  • Your daily call sheet. Keep calls, tasks, and follow-ups in view.
  • Manual follow-up templates. Use saved notes to personalize a template before you copy it.
  • Open-house planning. Organize event dates, locations, and people.
  • Visitor capture. Capture visitor details, then create and manage follow-up tasks yourself.
  • Listing flyers. Prepare printable flyers, social copy, and email introductions from your property details.
  • Property details. Enter listing details in client-linked property records. MLS access requires a separately approved connection.
  • Referral tracking. Keep requests and partner follow-ups moving.

Insurance Agents

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

Core

Founding rate

Up to 7 users · 25 GB storage

3,000 AI drafts · 300 OCR pagesMonthly allowance · Planned OCR, not yet available

$99/monthRegular $149/monthSave $50/monthRate locked while subscribed.

Growth

Founding rate

Up to 20 users · 50 GB storage

8,000 AI drafts · 1,000 OCR pagesMonthly allowance · Planned OCR, not yet available

$199/monthRegular $249/monthSave $50/monthRate locked while subscribed.

Included with every plan

  • Keep clients and follow-ups together
  • Stay ahead of renewals and cross-sells
  • Track quotes and review carrier details
  • Personalize manual follow-up templates
  • Keep agency guidelines close at hand
See everything included
  • Your client book. Contacts, notes, and next steps together.
  • Your daily call sheet. Keep calls, tasks, and follow-ups in view.
  • Manual follow-up templates. Use saved notes to personalize a template before you copy it.
  • Renewals in view. Keep the book’s renewals in view 90 days out.
  • Carrier quote review. Keep quote details and your own review notes together before you share them.
  • Cross-sell opportunities. Find clients to follow up with about another line of coverage.
  • Your quotes board. Track quote stages, carriers, and the next conversation.
  • Agency guidelines. Keep your carrier standards alongside the work.
Waitlist

Join the waitlist for access updates. No card or trial starts here.

Your client work, together.

Keep the context. See the next step. Follow through.

Real estate agents

BookTabsAgent · founding $39 / regular $59$39/mo
Keep the next conversation moving.
  • Client details and notes beside your call sheet
  • Follow-up tasks tied to the people in your book
  • A place to record what happened and what comes next

Insurance teams

BookTabsCore · founding $99 / regular $149$99/mo
Keep client work in one place.
  • Client records, notes, and follow-up tasks
  • A shared workspace for up to 7 people on Core
  • Your next action alongside the client context

Keep an existing subscription? Its cost stays in your budget. BookTabs is an additional subscription, not a promised saving.

Bring your next step into view.

Join waitlist

Get access updates. No card required.

Founding rates stay locked on your selected plan while subscribed. Cancellation ends your founding rate.

Questions, answered

What if I need more AI usage?

Your plan includes a shared workspace allowance. Additional usage is optional, with pricing shown before purchase. No automatic overage charges.

Available AI features and usage are shown in your workspace.

Can I use BookTabs without connecting my email?

Yes. Your call sheet, client book, notes, tasks, and manual follow-up templates work without a connected mailbox. You review, copy, and send messages yourself. AI drafting requires an enabled and configured provider. Check your workspace for availability; review drafts before copying and sending them yourself.

Can insurance teams and Realtors connect email and calendar?

Google and Microsoft email and calendar setup depends on provider configuration and your authorization. Check your workspace for availability. Connections request read access; you review and send messages yourself. Your client book, call sheet, notes, and tasks also work without a connected account.

Does BookTabs work with RingCentral?

RingCentral is on the founding roadmap for insurance and real estate teams. A live connection and call or text syncing are not available today. You can record calls and follow-ups manually.

Does it replace my agency system or real estate CRM?

No. Your existing system remains your system of record. BookTabs keeps client context, notes, tasks, and follow-ups together. BookTabs does not automatically sync your existing agency system or CRM. HawkSoft, EZLynx, Applied Epic, and AMS360 are not connected today.

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 and send every message yourself. BookTabs keeps client context, manual templates, and follow-up tasks in view. It does not automatically send messages.

Start with your book in view.

Keep the next conversation moving.

Illustrative workflows. AI features require enabled services; document extraction is not yet available.

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