Streamline your agency’s retention process and reduce overhead through increased productivity

BENEFITS

Improve Customer Loyalty Proactive renewal management that reinforces your value as a trusted adviser.

Boost Productivity Utilize new technology to conduct and manage the renewal process without increasing staff.

Expedite Re-Marketing Generate pricing for up to 4 sets of coverages from each carrier including home & auto. KNOW WHICH CUSTOMERS ARE AT RISK

Expand Insight Instant view into price and comparison of current policy and renewal to identify any changes.

Increase Your Bottom Line Each additional point of retention corresponds to a specific dollar amount parallel to the agency’s increase in profit.

FEATURES

Predictive Analytic Risk Assessment Algorithm used to determine policies at risk of defection from an agency at renewal. »

Premium Change Summary Automated summarization of differences such as changes in tier, discounts, coverage values and much more! »

Policy Comparison A tool that quickly identifies the “what changed?“ between the renewal version of a policy and the current term version of the policy; in other words, the “what is behind the premium change“. »

Renewal Notification Identifies those policies that are approaching expiration for which no renewal offer has been received. »

Historical Premium Changes Allows rapid and informed assessment of two versions of a policy, quickly identifying the changes that have taken place between the two versions »

Commercial & Personal Lines Renewal support for all agency policy types.

*** If you are not currently set up with Retention Center and are interested, please reach out to your personal lines training specialist at PGI.