Littlebird. All rights reserved. © 2026
Littlebird remembers every client's coverage, life changes, and renewal dates -- so the book gets worked proactively instead of reactively.
An agent's book is hundreds of relationships, each with its own renewal date, coverage details, and life events that create openings. The clients who leave usually leave quietly -- nobody called them at the right moment with the right reason.
Littlebird keeps the book alive. What each client has, what changed in their life, and when their renewal approaches. Outreach goes out at the moment it matters, with the context that makes it land.
Policies, family changes, and past conversations per household. Reviews start from their life, not from a script.
What's coming due and which clients need attention this month. Retention becomes a routine, not a surprise.
The new baby mentioned on a call, the house renovation in an email. Cross-sell moments surface naturally.
Renewal notices, review invitations, and check-ins written with the details that show you know them.
A real prompt — typed exactly the way you’d say it.
Which clients have renewals in the next 60 days, and which ones mentioned life changes I should follow up on?
Connect the tools this work lives in — each one unlocks more Littlebird can find and do.
It reads whatever AMS or carrier portal is on your screen, and connects with Gmail and Google Calendar for the client work around it.
Basic is free to begin. Plus costs $17 per month with an annual plan or $20 month to month, including a 14-day free trial.
Littlebird meets SOC 2 certification and complies with GDPR and CCPA. Client details stay private -- never sold, never used for training, and removable whenever you choose.
Meeting Notes records calls without a bot joining and supports more than 10 languages, so every coverage discussion stays on file.
Littlebird is Mac-only today. Add your name to the waitlist for the Windows release announcement.
More roles Littlebird works for.
Put Littlebird to work.