NLG Agents vs Booked55

Save time and manage your business from anywhere, whether you’re in the living room or on the road. Tap into your business directly from the home screen [+] See your active cases and policies at a glance [+] Track commissions and incentives, if eligible Stay connected to your clients’ needs with Client Intelligence [+] See what policy actions your clients have taken [+] Lookup policy anniversaries or other notable events to stay in touch [+] Bookmark events for easy follow-up Client Information puts your entire book of business in your pocket [+] Access policy details, including the latest values, transactions, and statements [+] See the same GLIR and Interest Crediting tools available to your clients on the Client Mobile App, if applicable. Easily manage new business from application to delivery [+] Intuitive trackers allow you to see exactly where your case is and where it's going [+] eDelivery integration gives you insight into when a policy has been eDelivered, what the next steps are, and any problems that might come up. [+] Order or download a Policy Promise. Create a quote in seconds with Quick Quote [+] Input basic client information and provide quotes on a select group of our most popular products. [+] Save quotes and edit any time using Illustrations on the Agent Portal. …and more! [+] Track your commissions, including a commission calendar to quickly look up key dates and detailed reporting on Pending and Payable commissions. [+] Monitor your progress towards your incentive programs, if applicable for your agency. [+] Manage your notifications, including text messages to keep you updated on your latest business developments. [+] Access NL Edge, which provides critical business and product updates, along with company announcements National Life Group is a trade name of National Life Insurance Company (Montpelier, VT) and its affiliates. Attention Equity Services, Inc. (ESI) reps – remember that only ESI approved email accounts and cell/text numbers can be used for any business purpose. TC119920(0321)P

Booked55 is the AI-native CRM built for sales teams that want to close more deals, build stronger relationships, and stay organized on the go. Whether you're managing a handful of prospects or scaling a full sales operation, Booked55 gives you everything you need in one place — visual pipelines, AI-powered outreach, email campaigns, team scoreboards, and deep integrations with the AI tools you already use. Every core feature is included from day one: Automatic task creation, contacts, pipelines, outreach, and activity tracking. VISUAL PIPELINE BOARDS Manage your deals with drag-and-drop Kanban boards. Create unlimited pipelines, define custom stages, and set automation rules so nothing slips through the cracks. See every deal at a glance and know exactly where each relationship stands. AI ASSISTANT & MCP SERVER Booked55 ships with a MCP tools for ChatGPT and Claude. Ask about your pipeline, draft personalized emails, enrich contact records, and discover companies — all in plain language grounded in your actual CRM data. AI EMAIL DRAFTING & CONTACT ENRICHMENT Generate personalized outreach emails based on each contact's history and relationship context — not generic templates. Fill in missing company, role, and background details on any contact record with one click. OUTREACH CAMPAIGNS Build multi-step email campaigns, attach contact segments, send test emails, and launch with one click. Track engagement without leaving the app. EMAIL TEMPLATES Save and reuse your best-performing messages. Search your template library and personalize outreach at scale. CONTACT & COMPANY MANAGEMENT Create detailed profiles with roles, referrals, social links, and full interaction history. Import thousands of contacts via CSV. Link employees to companies and see the full organizational picture alongside your pipeline. EVENT TRACKING & ATTENDANCE Log the events that matter to your business, track attendance by contact, and measure networking ROI with event-level scoreboards. SCOREBOARDS & ACTIVITY TRACKING See exactly where your team is strong and where improvement is needed. Track contacts earned, events attended, follow-ups completed, and deals closed — by rep, by team, by time period. TASKS & FOLLOW-UPS Create tasks, set deadlines, and track completion. Scoreboards show who is following up and who is falling behind. GMAIL & GOOGLE CALENDAR SYNC Send emails to contacts without leaving the CRM. Sync calendar events, view availability, and keep your schedule aligned with your pipeline.