The back office for everything after the app.
- ✓Know what you’ll actually get paidAdvances, chargebacks and renewals, reconciled against the carrier statements you import.
- ✓Never miss money on the tableRate increases, conversion deadlines, lapses to save and first drafts, on one list each morning.
- ✓Your clients stay privateYour upline sees your production, not your clients’ details, unless you share them or your agency owns the book.
Built for independent life insurance agents and their teams.
TrueBook