Turn your book of business into a revenue machine — automatically.
Booklift ingests your existing book of business, identifies every renewal, cross-sell, and referral opportunity hiding inside it, and runs compliant, agency-branded outreach sequences — all without adding headcount.
Founded by a 25-year insurance veteran who has lived the problem and knows exactly where independent agencies bleed revenue every single day.
No commitment. We analyze your book and show you the opportunities before you buy anything.
Opportunities found
247
across your 1,840-account book
Est. premium at risk
$1.24M
before expiration — renewal campaigns launch automatically
renewals, cross-sell, and referrals running in parallel
done-for-you setup and campaign execution included
premium, quotes, binds, and retention tracked in one view
The problem
The cost of doing nothing.
Three failures quietly drain premium from every independent agency that doesn't run a system against them.
Renewals lost to inattention
Policies expire without a structured 90-day outreach — clients quietly shop the competition before you ever pick up the phone.
Missed life-change cross-sell moments
Auto, Medicare, and life-event windows open and close between renewal cycles — and no one flags them in time.
Cold-call dependency
New commercial and referral business still runs on whoever has time to dial — inconsistent, exhausting, and unscalable.
The engine
Booklift runs all four revenue streams.
One platform, four engines — replacing the manual work that lets revenue leak out the door.
Automated renewal engine
Every policy is tracked 90–120 days before expiration and nurtured through compliant email, text, and call sequences.
AI-driven cross-sell engine
Booklift scans your book for coverage gaps and life-stage triggers and surfaces ranked opportunities to your producers.
Referral engine
Agency-branded landing pages and a structured rewards workflow turn happy clients into a repeatable introduction machine.
Commercial-lead engine
Outbound sequences target business accounts with group health, benefits, and commercial cross-sell offers — without cold-calling.
Where agencies bleed revenue
The money is already in your book. You just haven't collected it yet.
Home-only clients with no auto policy
Thousands of households you already serve are buying auto from a competitor. Your book has their name, address, and renewal date — you just haven't connected the dots.
Personal-lines households nearing 65
Medicare eligibility is one of the highest-intent life events in insurance. Without a systematic scan, that window opens and closes while your producers are buried in service calls.
Business accounts with no benefits coverage
Your commercial clients trust you with their property and liability. But most are sourcing group health and dental elsewhere — revenue that should already be yours.
Policies expiring without a structured campaign
A renewal notice 30 days out isn't a campaign — it's a last-ditch effort. Accounts that don't hear from you 90 days early are already shopping.
The platform
Six capabilities. One system. Zero gaps in your pipeline.
Universal Book Ingestion
Connect Applied Epic, Vertafore, or upload a plain spreadsheet. Booklift maps your data in hours, not weeks — no IT project required.
AI Opportunity Engine
Every policyholder is cross-referenced against coverage gaps, life events, and expiration timelines. Opportunities surface ranked by premium potential.
Compliant Outreach Sequences
Agency-branded email, text, and video campaigns are generated and scheduled automatically. Every message stays within carrier and state compliance guardrails.
Producer Task Lists
Your team wakes up knowing exactly who to call, quote, and follow up with. No more whiteboard grids or spreadsheet color-coding.
Referral Engine
Branded landing pages and a structured rewards workflow turn happy clients into a repeatable introduction machine — not a one-time ask.
Live ROI Dashboard
Premium opportunities, appointment activity, quotes, binds, retention rates, and ROI — all tracked in real time so ownership manages on data, not gut feel.
How it works
From book upload to booked appointments in days — not quarters.
Connect your book
Link your agency management system or drop in a spreadsheet. Our team handles data mapping, field normalization, and QA so you're never left staring at a blank import wizard.
AI surfaces the revenue
Within 48 hours Booklift has scanned every account for coverage gaps, expiring policies, cross-sell fits, and life-stage triggers — ranked by estimated premium value.
Campaigns launch, you close
Outreach sequences go out automatically. Producers get daily task lists. You watch appointments, quotes, and binds tick up on the dashboard while the platform does the heavy lifting.
Starts as a done-for-you managed service.
Tech-averse agency owners see results before they ever log into a dashboard. As workflows prove out, agencies graduate to the self-serve software tier on their own timeline.
Built by an insider
25 years living the problem.
I've spent 25 years watching independent agencies leave renewal, cross-sell, and referral dollars on the table — not because they don't care, but because they don't have a system. Booklift is that system. Built by someone who has run agency operations, worked commercial and personal lines, and developed broker relationships from the ground up. I know exactly where the money is hiding because I've been on both sides of those conversations.
How much dormant premium is hiding in your book?
Most independent agencies are sitting on $100K–$500Kin untapped premium opportunity. We'll show you yours — before you spend a dollar.
Our team personally reviews every book analysis — this is not an automated email.