You find out a client switched brokers when they call to cancel. Not before.
Renewal risk, engagement cooling signals, and account health across your book of business — surfaced from client calls and your CRM automatically. Built to flag at-risk accounts 60–90 days before renewal, not after.
Whether you’re managing employee benefits or commercial lines.- Renewal risk flags 90 days before policy expiry
- Open items from annual review calls tracked automatically
- Book-of-business health signals for leadership
Your account notes show the last review. Not what’s coming at renewal.
The signals are in your client calls and email conversations. Nothing’s running to surface them before a client has already started shopping.
“Annual review call done, client seems satisfied.”
Client asked about competitor pricing twice, mentioned they’re “evaluating options” — 87 days before renewal.
120 clients, renewals tracked in a spreadsheet.
9 accounts showing cooling signals — declining call frequency, slower email replies, open questions unaddressed. All flagged 60–90 days before renewal date.
“Handed off 30 accounts — reviewed CRM notes, ready to go.”
CRM notes are what the previous AM logged. The actual relationship context — concerns raised, commitments made, open items — is in recordings nobody re-read.
Audit. Build. Run.
Three phases. You see value in the first one.
We analyze your client calls and show you which accounts are at risk
We take 20–30 of your recorded client calls and your CRM data, process them, and deliver a report: accounts showing cooling signals, renewal conversations with unaddressed concerns, and patterns your team hasn’t noticed.
We configure the system on your stack
We connect your call recordings and CRM, configure account health logic, renewal risk tracking, and engagement signal detection, and set up Slack and email delivery. Account managers get at-risk client flags automatically.
Intelligence delivered every week, automatically
The system processes new calls and CRM data weekly. Account managers get renewal risk alerts. Leadership gets book-of-business health signals. We maintain the system and meet monthly to review what’s working.
Audit engagements typically start at $3–5K. Build and run pricing scoped on the discovery call. For context: off-the-shelf platforms run $100–150/user/month with an annual lock-in. Our engagements typically cost less for a 10–20 person team — and you own the system.
Who we work with.
Book of business is the business
You need to know which accounts are at renewal risk before they call to cancel — not after. And you need that surfaced automatically, not from a weekly meeting.
Accountable to retention
You manage a team of account managers and can’t listen to every client call. You need a way to know which accounts need attention before a client goes quiet.
Too many accounts, not enough signal
You’re accountable for 100+ client relationships and can only watch the ones making noise. The quiet ones are the ones that leave at renewal.
Retention enables new business
You can’t grow the book if you’re losing clients at the same rate you’re adding them. You need renewal risk visible early enough to act.
Book a discovery call.
We’ll map out which accounts in your book are at renewal risk. 30 minutes. No commitment.
We analyze your actual client calls and CRM — you see which accounts are cooling before renewal. Low commitment, high signal.
The audit is self-contained. If it doesn’t surface something useful, you walk away with the report and owe nothing else.