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.