A Secure Stratos Product

SecureBook.
The CRM Built
for Insurance Agents.

Manage clients, import policies with AI, never miss a renewal, and keep your commissions straight — all from one private, desktop-first app. Built by an agent, for agents.

● Private Beta — Now Accepting Testers
Become a Beta Tester

What It Does

Two Sides of Your Business,
One App.

For Insurance Sales

Client Management Live

A searchable, filterable book of business — policies, household members, contact history, and one-click CSV export.

AI Smart Import Live

Drop in a PDF, screenshot, or carrier export and let AI turn it into a clean client record — no manual data entry.

Renewals & Alerts Live

OEP/AEP and policy-renewal tracking surfaces who needs attention before deadlines slip — so nothing falls through the cracks.

Tasks & Calendar Sync Live

A to-do list wired to Google Calendar, plus Gmail inbox sync that auto-creates follow-up tasks from client emails.

Find & Merge Duplicates Live

Automatically spots duplicate clients and merges them without ever losing a policy, SSN, or bank detail.

For Bookkeeping

Commission Tracking Coming Soon

See what each policy pays, what's been received, and what's still outstanding — your whole book's earnings at a glance.

Chargeback Risk Alerts Coming Soon

Flags policies inside the chargeback window so you know which commissions are still at risk of clawback.

Premium & Earnings Overview Coming Soon

A dashboard view of total premium, active plans, and projected income across your entire book of business.

Export for Accounting Live

Clean CSV exports of your book and financials, ready to hand to your accountant or drop into your bookkeeping software.

Automatic Backups Live

Every launch snapshots your data locally and keeps a rolling history, so your financial records are never one mistake from gone.

Reach Your Clients

Communication &
Marketing.

SMS & Texting

SMS Marketing Coming Soon

Send targeted text campaigns to your book — renewal reminders, OEP/AEP nudges, and promotions — with built-in TCPA consent and one-tap opt-out.

SMS Workflows Coming Soon

Automated text sequences that fire on client events — new lead, missed payment, renewal window — so follow-up never slips through the cracks.

Pay-As-You-Go Pricing

Outbound messages cost just $0.007 per segment — no monthly minimums. Pay only for what you actually send.

Email & Automation

Automatic & Custom Emails Coming Soon

Branded email templates that send on a schedule or on a trigger. Write once and let SecureBook deliver — no copy-paste, no missed touchpoints.

Intake & Consent Forms Coming Soon

Email a client a branded intake form or TCPA/HIPAA consent form and capture their response straight onto their record — signed, dated, and audit-ready.

Late Payment Reminders Coming Soon

Automatic reminder emails when a premium is overdue, so policies don't lapse — and your commissions don't charge back.

Local-First & Private

Your clients' SSNs, bank details, and policies live on your machine — never in someone else's cloud.

Locked Down

Passcode and Touch ID protect the app, with auto-lock after inactivity. Your book stays yours.

Built by an Agent

Designed around the real workflow of a working insurance agent — not a generic CRM bolted onto the job.

Private Beta

Be One of the First.

SecureBook is opening to a small group of beta testers. Add your email and we'll reach out with early access and a chance to shape what gets built next.

You're On the List.

Thanks for your interest in SecureBook. We'll be in touch as beta spots open up.

SecureBook.The CRM Builtfor Insurance Agents.

Two Sides of Your Business,One App.