The Book That Runs Without You Having to Remember Everything
Every client relationship, every renewal date, every open opportunity — in one place. Not scattered across sticky notes, spreadsheets, and the parts of your book that only live in your head.
“You’re the bottleneck on every growth decision, because you’re the only one who actually sees the whole picture.”
You know every renewal date. You know which account is at risk. You know which producer’s pipeline looks thin this quarter. That’s not a system — that’s you, holding the whole agency together in your head.
It works, until it doesn’t. A producer leaves and takes their client knowledge with them. A renewal slips because nobody flagged it in time. If your book only runs because you remember it, it doesn’t scale.
One Place to See the Whole Book — Not Just Your Corner of It
BookBuilder is the client relationship backbone for AgInt Suite. It’s where every client record, every renewal, every open opportunity, and every producer’s performance lives — connected, not scattered.
Everything you know about your book — in one system, not one head
Client records that outlast any one person’s memory
Every client relationship in one system of record — not locked in a producer’s notes or a spreadsheet only they update. When someone leaves, the knowledge stays.
A renewal calendar that watches the dates so you don’t have to
Every upcoming renewal, visible automatically. No more tracking dates by hand across dozens of accounts, and no more last-minute scrambles to pull a proposal together.
A sales pipeline everyone can actually see
Every open opportunity, tracked from first contact to close. Producers and owners work from the same view of what’s coming — no guessing at forecast, no surprises at month-end.
Producer performance, based on data instead of gut feel
See production, pipeline health, and renewal retention by producer. Coach where it’s needed. Recognize what’s working. Make staffing and growth decisions with actual numbers behind them.
Connected to the Tools You Already Use
BookBuilder is designed to be the shared client record behind AgInt QuickQuote, CoverCheck, and TrackRecord — so nothing has to be entered twice.
- Every quote, coverage check, and loss run tied to the right client automatically — no duplicate data entry across tools.
- Renewal-triggered re-quoting — when it’s time to re-shop a renewal, QuickQuote surfaces it, instead of relying on someone to remember.
- Coverage gaps that compound instead of reset — CoverCheck’s findings carry forward year over year, so producers walk into every renewal already knowing what changed.
The Backbone for an Agency Built to Outlast You
BookBuilder isn’t a bolt-on CRM. It’s what turns QuickQuote, CoverCheck, and TrackRecord from three separate tools into one connected view of your book — so growth doesn’t depend on what’s in your head.
See BookBuilder