✔ You click a button
✔ We write the cards
✔ We send the texts
✔ We STOP the charge backs
✔ You keep your commissions
Hand Written
Take a look at the services we offer.
Automated custom text messages sent at scheduled times, handwritten cards sent out immediately and at key times of the year as well as alerts for when to call your client on their birthday or other important follow up custom dates you chose. You keep selling while we retain your business. Send out AEP cards to every client with the click of a button.
Use the client status features to follow up with lapsed, cancelled or just pending business. Average time spent using app per client is 2 minutes. No more post-it notes all over your desk or multiple spreadsheets to keep track of clients. A single alert button that will tell you when you need to follow up and when each client has a birthday.
Access all of your clients from one simple to use screen. Automatically track how much issued, pending, cancelled, or total business you have done in a month
A one of a kind automated retention management tool. Specifically designed for life and health agents to easily increase their retention rate to 95%. On The Books automates client followup through handwritten cards and text messages.
We are two everyday insurance agents who have been in the industry for three years trying to navigate the best way to be successful. We each had a rocky start as we figured out how to sell various products over zoom, in person and via tele sales. While each type of sale had its own challenges, we found that there was a common similarity; clients will fall off the books. We realized that if we were going to spend money and effort to acquire a client, we should definitely make an effort to keep our business from having chargebacks. In the beginning just like most agents we were at around an 80% retention rate. We found that every mastermind conference, company call or team huddles, in some way talked about the same thing, which was, how to retain more clients. Everyone seemed to have one small nugget of gold; whether it was cards, texts or a spreadsheet for our client follow up etc. Combining everything we learned, this knowledge became our protocol for client follow up. We we increased our personal retention to 90-95%.
We decided to create a tool for agents to attain the same retention rate. Retain your clients and keep 95% On the Books. If you are a full time agent you will save at least one or two policies a month putting more money in your account, while writing the same amount of business. We hope you enjoy using the app, if you have any questions or would like to share your comments. Please email us at support@onthebooks95.com Sincerely, Matt and Avi
Login / RegisterIf you answered yes to any of the questions above? Let us help you increase your retention rate to above 95%.
Unlimited number of clients into CRM
Free automated text messages
Discounted handwritten cards
Everyday birthday alerts included
APV tracker included
A one of a kind automated retention management tool. Specifically designed for life and health agents to easily increase their retention rate to 95%. On The Books automates client followup through handwritten cards and text messages.