Retention is the health of an agency and almost nobody measures it properly. This tracks who stays, who leaves, and the reason, so the pattern becomes something you can act on.
What's Included
- Retention by type and carrier not one agency-wide number.
- A reason on every lapse recorded while it is fresh.
- Value lost as well as count because they are different problems.
- An assistant that names the pattern behind the losses.
How To Use
- Record a reason on every lapse. Without it the number teaches nothing.
- Split retention by policy type. One weak line can hide inside an average.
- Track value lost, not just policy count.
- Follow up lapses after six months. Some come back readily.
Feed it from the renewal engine, and act on it with CRM prompts.