For independent U.S. life insurance agencies
You already manage these policies. BookInForce reviews your in-force book and surfaces three things that quietly cost agencies money: revenue sitting inside policies you haven't reviewed, coverage about to lapse before you knew it was at risk, and commissions the carrier underpaid and no one reconciled.
In-force policies drift. A review that never happens is renewal revenue, cross-sell, and retention you simply never act on.
Policies lapse on a schedule you can't see from your inbox. By the time the notice reaches you, the commission and the client are often already gone.
Carrier statements are dense and inconsistent. Underpayments hide in the detail, and without reconciliation no one catches what you're actually owed.
See the revenue hiding in the book you already manage.
BookInForce reads your in-force policies and surfaces the dated facts on each one: the last review date, the conversion window, the surrender period, each with the record it came from. You decide which conversations to have.
Get warned before a policy lapses, not after.
Lapse signals surface while there is still time. You get the policies carrying a signal and the date it occurred, in date order, with a draft outreach you read before anything is sent.
Monitor policy and compensation data for your review.
BookInForce compares expected versus received commission and flags the gaps with a likely cause. When something looks short-paid, it drafts the carrier inquiry — you decide whether to send it.
You upload your own exported files through Secure Uploads. We never ask for carrier portal passwords or client health data.
Your book is checked for review opportunities, lapse risk, and commission gaps.
A list of what was found, in date and dollar order, with the reason and the record behind each one.
The software reports what the records say. What happens after that is your call.
No. You export your own files and upload them through Secure Uploads. We never ask for portal passwords.
A one-time review of a sample of your in-force book across the three leaks, returned as a report, in date and dollar order, so you can see what is there before committing to anything.
No. BookInForce is software that surfaces opportunities and drafts you can review. It is not an insurer, agency, or producer, and figures shown are illustrative estimates, not guarantees. Decisions and any required advice remain with you and your licensed professionals.
Independent U.S. life insurance agencies and the principals who own the book of business.
Start with a free scan. No carrier credentials, no obligation.
