Why insurance agents need a personal CRM
Most agents talk to a client at sale and at renewal, and not much in between. But the moments that change coverage needs happen in between: a new house, a new baby, a teenager learning to drive, a new business. Agents who remember those moments and check in are the ones who get the call, and the referral. A personal CRM keeps the people and the follow-ups in one place.
What insurance agents keep in BlackBook
- Clients with the life details that matter later, like a move, a new driver or a growing family
- Referral partners such as lenders, realtors and CPAs, and a reminder to thank them
- People you met at chamber events and community groups and meant to follow up with
- When to check in with a client between renewals
- Birthdays and anniversaries, so a quick note goes out on the right day
- Pulse, which suggests who to reach out to next from your notes, history and reminders
Next to your agency tools, not instead of them
BlackBook isn’t built for quoting, policies, commissions or compliance records. Keep those in your agency management system, and keep sensitive client data where your agency and carriers require. Use BlackBook for the relationship notes that bring the next referral.
Private by design
There’s no account or login. Your notes stay on your iPhone and private iCloud, there are no ad SDKs, and your data is never sold. Start free with the 25 clients and referral partners you most want to stay in touch with.
More on this: a birthday reminder app for iPhone, a personal CRM for financial advisors, and a personal CRM for real estate agents.
BlackBook facts
- Platform: iPhone, iOS 17.6 or later
- Price: free download; optional BlackBook Pro subscription (prices shown in the app)
- Free plan: 25 people, 2 notes per person, 30 days of interaction history
- Pro: unlimited people and full history, VIP reminders and insights, relationship notes with tags, duplicate detection, BlackBook AI
- AI: on-device via Apple Intelligence (Pro, iOS 26, compatible iPhone)
- Privacy: data on your device and private iCloud, no account, no ad SDKs, data never sold
- Developer: Preston Earnest / Earnestly Studios LLC
Frequently asked questions
Does BlackBook replace my agency management system?
No. BlackBook doesn’t quote, bind, track policies, handle commissions or manage a team pipeline. Keep your agency management system and carrier tools for that. BlackBook is your own book of relationships: the people, the life events and the reminders to reach out.
What should I keep out of BlackBook?
Keep policy numbers, health details, Social Security numbers and other sensitive client data in the systems your agency and carriers approve. Follow your agency’s, carriers’ and state’s rules on client information. BlackBook works best for relationship notes like family milestones, referral sources and when to check in.
What do insurance agents use a personal CRM for?
Remembering life events that change coverage needs, like a new home, a new baby or a new business; thanking referral partners such as lenders, realtors and CPAs; checking in with clients between renewals; and remembering birthdays so a note goes out on the right day.
Is my data private?
BlackBook needs no account. Your people and notes stay on your iPhone and in your private iCloud. There are no ad SDKs, and your data is never sold.
Is BlackBook free?
BlackBook is free to download with a free plan of 25 people, two notes per person and 30 days of interaction history. BlackBook Pro is an optional subscription for unlimited people and full history: in the US it’s $4.99 a month or $29.99 a year, and the annual plan includes a 1-week free trial. Prices are shown in the app.
What iPhones does it run on?
BlackBook requires iOS 17.6 or later. On iOS 26 with a compatible iPhone, BlackBook Pro adds on-device Apple Intelligence features.
Turn today’s clients into tomorrow’s referrals.
BlackBook is free to download for iPhone (iOS 17.6+). Start with 25 people, no account needed.
Get BlackBook – Personal CRM