Are we right for you?

Are you writing a minimum of 5-10k per month?
Do you normally have 1-2 chargebacks per month?
Do you find it difficult to keep track of your clients ?
Have you ever lost a sale due to lack of follow up or buyers remorse?
Is your retention rate less than 90%?
Are you tired of handwriting cards after selling all day?
Tired of using complicated CRMs?

If you answered yes to any of the questions above ? Let us help you increase your retention rate to above 90%.

Info

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.