Keep more of the book you already won. Before the market gets a chance to shop it.
Booklift is AI renewal software for independent insurance agencies that starts the conversation 90–120 days before expiration, keeps producers focused, and gives every account a reason to stay.
No commitment. Start with a practical review of your current book.
The renewal motion
A renewal notice is a deadline. Booklift turns it into a managed campaign with clear ownership at every step.
90–120 days out
Spot the accounts worth protecting
Every policy enters a renewal sequence early, while there is still time to review coverage and reach the client personally.
In the sequence
Keep the relationship warm
Agency-branded email, text, and call tasks keep the conversation moving without asking producers to build every follow-up by hand.
At the decision point
Give producers the next best action
The team sees who needs a call, a quote, or a coverage review so renewal effort turns into retained premium.
Four engines, one book
Renewal is the anchor. The rest of the revenue follows.
Booklift connects the four revenue motions already hiding in your book, so renewal conversations create room for more value instead of becoming a once-a-year scramble.
Automated renewal engine
Track every policy 90–120 days before expiration and run compliant outreach sequences that protect retention.
AI-driven cross-sell engine
Surface coverage gaps and life-stage triggers while the client is already talking with your agency.
Referral engine
Turn a strong renewal experience into a timely, structured introduction instead of a forgotten ask.
Commercial-lead engine
Keep business-account opportunities moving with focused sequences for benefits and commercial cross-sell.
What changes for your agency
More renewal conversations. Less renewal chaos.
The point is not another dashboard. It is a repeatable operating rhythm that helps an independent agency retain more of the relationships it has already earned.
See risk before it becomes churn
Know which accounts are approaching expiration and which ones need a producer touch before the deadline arrives.
Give producers a ranked day
Replace spreadsheet hunting with clear next actions, organized around premium potential and timing.
Run consistent outreach without headcount
Automate the sequence work while your team spends its time on the conversations that need judgment.
Make every renewal conversation compound
Bring cross-sell, referral, and commercial opportunities into the same moment of trust.
Built by an insider
A renewal system designed from inside agency operations.
No invented case studies here — just a system shaped by the places agency revenue gets lost.
25 years in the work
Founded by an operator with experience across agency operations, commercial and personal lines, and broker development.
Booklift is built around the renewal, cross-sell, referral, and commercial motions independent agencies already manage.
Start with your book
See what your renewal motion could look like.
Tell us where your current process gets stuck. We’ll map the first practical workflow around your agency, your producers, and your renewal calendar.
A focused first conversation
Bring your current renewal process, not a polished pitch deck. We’ll talk through timing, ownership, and the gaps that cost the most premium.