50 agents will walk into AEP with an AI backoffice. Apply to be one of them.
SureBook connects to your email, your phone, and your CRM. It answers leads first, keeps your records current without your typing, and tracks the follow-ups on both sides of the desk, yours and your client's. You approve what goes out; it remembers what you'd drop.
3 minutes · reviewed personally · accepted in weekly batches
APPLICATIONS OPEN · FIRST BATCH GOES OUT TUESDAY, AUG 25 · ONBOARDING CLOSES OCT 9
Every dropped ball has a dollar amount.
The web lead that cooled off while you were in an appointment. The client whose sister was turning 65, mentioned once and lost in a notebook. The application three weeks into a stall because a signature is sitting in someone's kitchen. None of it shows up on a report; it just quietly never becomes business.
You're not losing these because you're bad at the job. The job now produces more details than one person can hold, and your systems expect you to be the one typing them in. During AEP, the details triple.
What founding agents get
$150 a month, locked for life.
Public pricing will be $200 a month when the cohort closes. Your rate never moves as long as you're a customer. That's the deal, in writing.
Onboarding done with you, not to you.
A 45-minute call where we connect your email, phone, and CRM together, and SureBook builds your open-items list while you watch. Founders routinely discover stalled business on this call. You walk into October 15 already running.
A founder's seat.
Monthly calls where the roadmap gets decided in front of you, first access to new features, and a numbered Founding Agent badge. This product gets built around the 50 of you.
How acceptance works
- 01
Apply.
Three minutes: you, your book, your tools.
- 02
Weekly batches.
Acceptances go out Tuesday nights, matched to our onboarding calendar.
- 03
72 hours to claim.
Accepted agents activate and book their call; unclaimed spots pass to the next agent.
- 04
Onboarded by October 9.
Hard cutoff, so all 50 start the season running.
When SureBook connects to an agent's accounts for the first time, it lists the open items nobody was tracking. Agents guess ten. The list usually runs 25 to 40, and several are tied to pending business.
The questions everyone asks
No. It works with the one you have and keeps it current.
No. It drafts; you approve. You can loosen that later as trust builds, and it's reversible.
Built by AgentMethods, whose security controls are SOC 2 audited. PHI handled to HIPAA standards, BAAs available, and your client data is never used to train AI models.
The onboarding call exists so you never face a settings screen alone. If you can forward an email, you're qualified.
Because 50 personal onboardings is a real calendar, and because the founder calls only work with agents who'll tell us the truth.
Public pricing, standard onboarding, and a waitlist for the next cohort after AEP. The founding terms don't come back.