Clients
The half of the job that starts after the sale.
A policy that lapses in month four cost you more than it made. This is the portal that notices.
Agency performance
Rolling 12 months · all producers
Where it actually breaks
The sale is the beginning, and most CRMs stop there.
Sold means invisible
The record goes quiet the moment it's written. Servicing, payment problems and renewals happen somewhere else, usually in an inbox.
Retention decides your valuation
Book retention is the single biggest driver of what an agency is worth. It is decided after the sale, by the part of the system nobody built.
Clients ask the producer everything
Every card change, document request and coverage question routes to the person who should be selling, because there's nowhere else for it to go.
Cross-sell needs history nobody kept
Selling a second product to an existing client requires knowing what they already have — which means the client record has to be worth reading.
Clients & retention
Most CRMs go quiet the moment you sell.
Written business gets its own side of the system — servicing, messages, billing and the book — because what happens after the signature is what decides the year.
A client record worth reading
Policies, documents, payment status and history in one place — so the next conversation starts from what they already have rather than from scratch.
Servicing that isn't the producer's inbox
Client messages, a client-side command centre and billing live on their own screens, so routine service stops interrupting selling.
Persistency as an early warning
Lapses tracked by producer and by line of business, visible while there's still time to intervene.
Worth knowing
This is servicing, not policy administration.
We hold the client, the policies you wrote and what they're worth to you. We are not a policy admin system and there are no carrier data feeds — policy status changes come from you, or from a policy export you upload, not from an automated carrier connection.