Your multi-agency.
One system.
Full control.

CRM, policies, sales, renewals, customer service, commissions and agent management – all in one place.

Salesbook is a comprehensive system for managing an insurance multi-agency. It brings together your agents’ work, customer service and control over the entire organisation.

Book a free demo →

Salesbook dashboard for an insurance agency

Everything you need to run an insurance agency

Instead of multiple programs, spreadsheets, emails and calendars – one system in which you can manage the entire process.

Client

Full relationship history, data, policies, documents, contacts and tasks in one place.

Sales

From first contact and needs analysis, through calculation and offer, to concluding the policy.

Portfolio

Control over policies, coverage periods, payments and renewals.

Customer service

Agents, branches, commissions, results, reports and communication with the entire network.

Client 360°. Everything you need to know about them.

client data and contact history
active and past policies
calculations and offers
documents and consents
tasks and notes
after-sales service information

One client. One history. Full context of the relationship.

Client card in Salesbook with policies and contact history

Manage your entire
policy portfolio

A policy concluded today is the beginning of a relationship, not its end.

Salesbook lets you collect and manage policies from various sources – including those entered manually or read from documents thanks to OCR.

Control:

coverage periods
payments and instalments
policy and insured party data
vehicles and insured items
service history

As a result, your policy portfolio becomes not just a database, but also the foundation for further customer service and subsequent sales activities.

From needs analysis to issuing a policy

Sales according to one, structured process

Salesbook supports the agent at every stage of the conversation with the client.

Needs analysis
Calculation
Comparison
Offer
Documents
Policy

Among other things, the agent can use:

client needs analysis
needs assessment forms and processes
product calculations
offer comparison
document generation
electronic signature.

Salesbook screens used during the sales process

Less manual work. Less switching between systems.
More time for the client.

Automate
renewals and after-sales service

Don’t let the client disappear after the sale

Salesbook helps you monitor expiring coverage periods and create renewal-related tasks.

You can also manage:

payments and instalments
after-sales service
documents
further sales activities
communication with the client

Build relationships with clients throughout the coverage period
– not just on the day of the sale.

One platform
for the whole network

Manage agents, branches and results

Salesbook gives multi-agency managers and owners access to the information they need to manage the organisation.

All in one place:

Agents & structure

Manage agents, branches and your organisational structure.

Commissions

Control commissions and settlements, also based on data imported from insurance companies.

Communication

Share information about products, procedures and sales materials with the entire network.

Reports

Monitor sales, the policy portfolio, renewals, tasks and key business data.

Less manual work.
More automation.

Salesbook automates repetitive tasks and uses AI where it can genuinely take the load off your team.

AI and automation help, among other things, with:

working with calls and their transcription
document processing
automatic task creation
searching the knowledge base
handling repetitive processes

Technology works in the background, so the agent can focus on the client.

Your system.
Your processes.

Every agency works a little differently.

That’s why Salesbook lets you configure processes, automations and the system structure to match the way your organisation works.

The system adapts to your organisation – not the other way round.

You can use:

custom process configuration
automation
API and integrations
data import and migration
your own branding

One platform. The whole agency.

Salesbook brings together the key areas of an insurance agency’s business.

CRM Full client history
AI & automation Less manual work
Policies Control over the entire portfolio
Reports The data you need to manage
Sales A structured process from lead to policy
Commissions Settlement control
Renewals Deadline control and task automation
Agents Managing the structure and work of the network
Customer service All information in one place

One price for complete
transparency

At Salesbook, we decided that you get all the features of our platform for one price. Control your costs and stay competitive in the market.

99 PLN

net / user / month

Book a free demo

See Salesbook in action

Salesbook screens: client card, policy and needs analysis

Your agency has its own structure, processes and way of working. That’s why during an individual demo we’ll show you how Salesbook can be used in your organisation.

Book a free demo

Higher sales performance

Standardized processes and better use of data.

Faster employee onboarding

New employees become productive more quickly.

Results our customers experience

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Better customer service quality

Every customer is served according to the same standards.

Less administrative work

AI and automation take over repetitive tasks.

Better business decisions

Complete visibility into processes and performance.

Industry leaders trust Salesbook. So can you

Salesbook allows us to present in a visually attractive way
the company, its main advantages and benefits of working in it.
The platform ofers also extensive analytics and reports about
the performance of the agents.

Frank Burow

CFO/COO, OVB AG, Germany
Thanks to Salesbook, we were able to improve the customer’s experience during the meeting, standardize the whole sales process and implement mechanisms improving its quality over the time.

Robert Gowin

Member of the Board, Unum Życie