A HubSpot alternative for insurance agencies.

What a book needs that a general CRM leaves to you

• One record per client, with households kept together.
• Renewals watched across the book, with contact and owner.
• Quotes that do not need retyping into each carrier portal.
• Certificates issued from the book while the caller waits.
• Commissions checked against what carriers actually paid.

The desks

• agentQ: a group census into ranked plan quotes and a shareable comparison. The rate library is Montana today, with other states scoped at discovery.
• Bindery: large-group censuses out to carrier reps, proposals back on one comparison sheet.
• Shift: a chosen plan to enrollment.
• ShiftHA: home and auto leads into cards with captured carrier quotes.
• Cert Desk: ACORD 25 certificates filled from the book.
• Re-Shop: carrier quotes gathered on upcoming renewals, lowest marked.
• Policy Mover: a policy's facts laid out to copy into its new carrier.
• Claims Intake: a first notice of loss, starting from the policy on the book.
• Bookmark: raises each client's next product at renewal.

How it connects

Connections are confirmed at discovery. They include EZLynx, AgencyBloc, carrier statements and feeds, and a HubSpot mirror. Your rep reviews what the agent typed before it lands, and the Submit click stays with a person.

Common questions

Is there a CRM built for insurance agencies?

BookWorks is a suite of insurance desks that works the book: quotes, renewals, certificates, and claims. It runs on top of your management system, with one merged record per client.

Do we have to leave our management system?

No. BookWorks connects on top of what you run. Connections, such as EZLynx and AgencyBloc, are confirmed at discovery.

Who sells BookWorks?

BookWorks is offered through Glidewell Business Solutions.