You promised somebody
something today.
Can you remember what?
SureBook can. It listens to your calls, voicemails, and email, then writes the notes, updates your CRM, drafts your replies, and chases what your clients owe you. Nothing gets typed at 8pm.
50 founding spots · Live before AEP opens Oct 15
Animation showing SureBook processing a client email, a voicemail, and a signature request: tagging, filing, updating the CRM, drafting replies for approval, and tracking commitments until they are signed.
Every dropped ball has a dollar amount.
It’s 7:40 on a Tuesday in October. Six appointments done, ninety minutes of notes and CRM updates still ahead of you, and a nagging feeling you promised somebody something. That feeling is the expensive part.
The web lead that came in while you were on a call, and cooled off by the time you replied. The client whose sister was turning 65, mentioned once, never followed up. There's also the signature you're still waiting on, three weeks into a stalled application. And somewhere past 500 names, a longtime client started to feel like a number, and left.
You're good at this job. The trouble is volume: a working book generates more open loops than one head can hold.
None of this shows up. It just quietly never becomes business.
Meet the AI that works your book with you.
SureBook sits on top of the CRM, inbox, and phone you already have, and works inside them. Each piece feeds the next:
It catches every detail.
Clients tell you things all day: their birthday, their prescriptions, who referred them, that they spend summers in Arizona. Most of it never gets logged anywhere. SureBook catches it from email, phone calls, voicemails, voice recordings, and web forms the moment it's said, and your inbox arrives sorted with what matters on top.
It connects the full story.
The details it catches land in one place. It matches "Dave" to "David," links the spouse, connects the referral, and assembles one integrated client profile. The full story is in front of you before you pick up the phone.
It moves everything forward.
SureBook keeps a live list of what needs to happen next, on your side and your client's. The reply is drafted in your voice. When a signature is still missing, the reminder goes out, and when a referral is about to go cold, the nudge lands first. None of it waits on you to remember.
First to every lead. Last to drop a ball.
“Hi Robert — thanks for reaching out about your Medicare options. I’ve got some time this week…”
The agent who answers in five minutes beats the one who answers in five hours. SureBook spots the lead on any channel, builds the contact, and drafts your reply, so you can tap send from the parking lot while the other agents are still listening to voicemail.
Your to-dos
Client to-dos
Half of your stalled business is waiting on the client: you asked for the med list and the signature, and got back silence. SureBook tracks action items on both sides and drafts the polite nudge when their end stalls. When it’s your ball, you get it before it hits the ground.
Never outgrow your follow-through.
There's a number where you start losing your value to your clients. For most agents it bites somewhere past 500, when servicing the book eats the hours that growing it needs. The old options were stall out, or hire a $50,000 assistant and hope.
SureBook is the third option. What a conversation surfaces lands in one profile: the grandkids, the knee surgery, the plan they almost picked last AEP. The drafts carry that history, so what your clients experience is you, at your very best, at any size of book.
Your clients keep the personal attention that won them over, no matter how big the book gets.
Linda Ellison, 68
Client since 2016 · Annual review Thu
Draft, in your voice
"Hi Linda — before Thursday, how's the knee coming along? And did Tyler start his first semester? I pulled the Plan G numbers you were weighing last fall…"
812
Active book
100%
Follow-ups on time
0
Dropped this week
AEP without the 2 a.m. inbox.
AEP, every year until now
- 54 days and hundreds of clients, with carriers changing things under you
- Notes and CRM updates until midnight
- Leads from Tuesday answered Friday
- "I'll get back to you," and sometimes you didn't
AEP with SureBook
- Messages triaged while you're in appointments
- Notes and records done before you're home
- Every lead answered same-hour, in your voice
- Every open item tracked, yours and theirs
Your reputation for never missing a beat is what remains.
Founding agents are onboarded one at a time, personally, before October 15. That’s why the cohort is capped at 50, and why it closes when onboarding capacity fills rather than on a marketing deadline.
“My CRM says AI is coming. Shouldn’t I just wait?”
We'd tell you not to wait. Here's why:
AI from the ground up.
SureBook was built around AI from day one, from how it reads a voicemail to how it matches a nickname to a record. A CRM that adds an AI button gets bolted-on AI, which can only decorate the old workflow. Building around AI from the start means the workflow itself gets rebuilt around what AI can actually do.
It works everywhere your day happens.
Your day happens in your inbox, on your phone, in meetings, and in your CRM. AI locked inside one system can only see the slice of your business somebody remembered to type into it. SureBook works across all of them, and works with the CRM you already have.
A summary is not a follow-up.
Bullet-point recaps are the easiest AI feature to demo, and reading a recap of your day still leaves the work sitting there. SureBook updates the record, creates the task, drafts the reply, and chases the stall.
SureBook finishes the work that used to wait for 8pm.
How SureBook connects to your business.
It plugs into the tools you already run, with no rip-and-replace and no new tabs to babysit.
- Outlook
- Gmail
- MedicarePro
- GoGuru
- AgencyBloc
- AgentCRM
- DFY CRM
- HighLevel
- RetireFlo
- Lead Advantage Pro
- Zoom Phone
- RingCentral
Built for the moments that make or break a sale.
Answered first
A web lead arrives while you're on a call. SureBook builds the contact, drafts the first response, and queues your scheduling link, so the lead hears back from you within minutes.
See it on the tour →Referral rescue
Your client's sister is turning 65, mentioned in passing on a call. SureBook links the referral and drafts the intro, then reminds you before the lead goes cold.
See it on the tour →The missing signature
An application stalls on the client's side. SureBook spots the stall and drafts a friendly reminder that keeps the case moving.
See it on the tour →Voicemail to CRM
A voicemail turns into a note in the file, an update to the record, a task, and a reply ready to send, without you retyping a word.
See it on the tour →Annual review prep
Before the appointment, SureBook hands you the client's full profile: recent conversations, open items, plan details. Nobody has to open with “Remind me, where were we at?”
See it on the tour →Scope of Appointment flag
A client emails asking to go over plan options. SureBook flags that an SOA may be needed before that conversation happens.
See it on the tour →Compliant by design.
SureBook handles client data the way insurance demands.
Nothing goes to your customers and prospects until you say so.
The internal work happens automatically, and you can see all of it: notes, records, tasks. Anything addressed to a customer or prospect sits in your queue until you approve it. SureBook never sends outreach on its own.
Security with an audit trail
SureBook is built by AgentMethods, whose security controls are SOC 2 audited, and runs on the same security practices: 256-bit encryption in transit and at rest, with access controls to match.
HIPAA compliant
PHI handled to HIPAA standards end to end. BAAs available. Your client data is never used to train AI models, and never will be.
Your file, already complete
The scope gets chased to signature and timestamped into the file. Conversations are documented automatically. When the audit comes, your file is already complete, and your license depends on that file.
You're probably wondering...
CRM AI can only see what's inside that CRM, and mostly it summarizes. SureBook was built AI-first and works across your email, phone, and CRM together. When a call ends or a message lands, the record gets updated, a task gets created, and a reply is drafted and waiting for you, with a nudge queued if the client stalls. It works alongside the CRM you already have, so you don't switch anything.
Because founding agents are onboarded personally, one at a time, by Aaron before AEP opens October 15, and each one gets a direct line to him through the season. Fifty is the real onboarding capacity, which is also why the cohort closes when that capacity fills rather than on a marketing date.
Four things: $150/month locked for life (the rate stays put even after public pricing goes up), a direct line to Aaron for onboarding and support through AEP, a say in what gets built next, and first access to new tools as they come online, starting with plan review and book review.
Founding agents pay $150/month, locked for life. Public pricing will be $200/month when the founding cohort closes.
Yes. Your data is encrypted in transit and at rest using 256-bit encryption. SureBook is HIPAA compliant, and it's built by AgentMethods, whose security controls are SOC 2 audited. We never train AI models on your client data. Your client information stays yours.
No. Internal updates (notes, CRM records, tasks) can run automatically as you build trust with it. Anything that goes to a customer or prospect always waits for your sign-off.
Everything SureBook does is visible and easy to correct, and outgoing messages wait for your approval, so a mistake gets caught before anyone outside your office sees it. It works the way a sharp assistant does: it checks with you before hitting send.
If you can check your email, you can use SureBook. Our onboarding team walks you through everything, and most agents are fully running within a day.
Yes. SureBook is not a CRM and does not replace yours. It connects to the tools you already run (your CRM, your email in Gmail or Outlook, your phone system) and handles the work where it sits. We're adding integrations all the time, so tell us what you use and we'll confirm the fit before you commit to anything.
Compliance is built into how SureBook works. The required disclosures ride along in your drafts. It flags when a conversation needs a Scope of Appointment signed first, and it keeps protected health information where it belongs. You stay the compliant party of record. SureBook just makes staying compliant a lot less work.
SureBook drafts in your voice, with your tone and your details, and you approve everything before it goes out, so your clients are still hearing from you. What they notice is that your responses got faster and sharper.
Both. SureBook works whether you're a solo agent doing everything yourself or a multi-agent shop with a full pipeline. There's no minimum book size. If you're losing business to follow-up that slips, it pays off.
SureBook is built by the team behind AgentMethods, which has served thousands of independent insurance agents and agencies for over a decade. It's in active use with working agents today, on real books of business and real client communication.
Join the founding cohort.
The founding cohort is 50 agents. All fifty will run this AEP with notes that write themselves and leads answered in minutes, working a book where no promise slips.
$150/month, locked for life.
The founding rate never goes up, even after public pricing does.
A direct line to the founder.
Onboarding and support through AEP comes directly from Aaron, the founder.
A real say in the roadmap.
What we build next is shaped by this group.
First access to everything.
Plan-review and book-review tools land here first as they come online.
Public pricing will be $200/month when the founding cohort closes. Founding agents keep $150/month for life.
Cohort closes when AEP onboarding fills.
Apply for my founding spotHIPAA compliant · Built by a SOC 2 audited company