Hey, I'm Regie.
I spent over 12 years in IT before moving into financial services sales. When I made that switch, I ran into the same problem a lot of agents face. Our parent company kept jumping between CRMs. Contacts got lost. Systems weren't built for us. It was frustrating.
My mentor pointed out how many steps in our workflow were still painfully manual. With my tech background, I knew there had to be a better way. So instead of buying another tool that would disappear in a year, I built one.
The idea behind Book of Business is simple:
Three core tables: your contacts, your team, your products. That's it.
Everything else is built around those foundations. No bloat. No complexity. No features you'll never use. Just a CRM that does what you actually need it to do.
Pricing that makes sense
I designed each tier around where you are in your business. Start with a 14-day free trial, no credit card required.
Pro ($49/mo)
You have staff now. You need productivity tools to work smarter together.
Business ($149/mo)
You're running an office. You need automation that works while you sleep.
I understand the struggle of starting out. I've been there. That's why every plan starts with a free trial.
Who is this for?
I built this for my own financial services business first. It works for independent agents, small agencies, and mid-size teams. But because the core is so simple, it's flexible enough for other industries too.
If you're curious whether it could work for your business, I'm happy to sit down and talk through it.
About Round Table Strategy
Book of Business is built by Round Table Strategy LLC, based in Atlanta, Georgia. I've been in the insurance industry since 2015, and I use this CRM every day for my own business.
Questions?
Reach out at hello@wsbroundtable.com