Docs · Clients & Policies

How do I track retention / persistency?

The Persistency page shows your active-vs-lapsed rate and premium retained.

Steps

1. Open Persistency from the Business Tracker nav.
2. See your persistency rate (active + pending ÷ total sold), the Active/Pending/Lapsed/Cancelled breakdown, and premium lost to cancellations.
3. Change a client's standing by dragging on the Pipeline view, editing Status on the record, or editing a policy's status.

Policy status rolls up to the client automatically: if every policy is cancelled/lapsed the client follows; if any policy is active the client stays active. Moving a client to lapsed/cancelled fires a notification.

Where this lives in the app

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