Persist – Client Retention

Every client you forget costs you money.

A missed birthday. An anniversary with no call. A policy up for renewal that you never followed up on. Each one is a client quietly drifting toward cancellation — and a commission you'll never see again.

Persist is an income protection tool for independent life insurance agents. It tells you exactly who to contact this week, how much premium is at risk, and what to do before a client is gone for good.

Stop Losing Money to Forgotten Follow-Ups
•See exactly how much premium is at risk from overdue tasks — in real dollars
•Get notified before a birthday, anniversary, or renewal window closes
•Never wonder "when did I last talk to this client?" again

Know the Health of Your Book at a Glance
•Your Client Retention Score benchmarks you against real carrier averages
•Spot which clients are most at risk before they cancel
•Track your monthly commission goal so you always know where you stand

Built for Agents in the Field — Not at a Desk
•Add a client in under 30 seconds — name, policy date, birthday, done
•Weekly task list tells you exactly who needs attention and why
•Mobile-first, no setup, immediate value from day one

Most agents don't realize how much money they're losing until a client is already gone.
Persist keeps that from happening — acting like a personal assistant dedicated entirely to protecting your book of business and your income.

$10/month or $100/year. Start with a free 30-day trial.

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