Retention is 5x cheaper than acquisition. ALE automates x date tracking, carrier shopping reminders, and retention drips so your book compounds.
Most of that loss is avoidable. Late renewal touches, missed rate comparisons, and no proactive outreach bleed the book.
Reaching out 7 days before renewal is too late. Competitors already quoted.
Clients do not know if they are overpaying. Sending comparison proactively saves the policy.
Post claim is the highest churn moment. Without follow up, clients shop.
Every policy x date auto imports from AMS or carrier. Nothing slips.
Renewal campaign fires 90, 60, 30, 14, 7 days out automatically.
60 days out, client gets market comparison showing their rate is competitive.
Post FNOL, post claim close, auto SMS asks for feedback and reassures client.
Policy anniversary and birthday SMS keep client touched 2 extra times yearly.
Missed pay lapse trigger fires immediate save sequence.
Cannot manually touch 300 renewals, need automation.
2 to 10 producer shops with aging book needing retention lift.
Auto and home renewal shop season is constant.
AEP season retention drives the book value.
X date tracking, renewal reminders, post claim outreach, birthday touches.
Adds AI receptionist, rate comparison automation, lapse save campaigns.
Book a 20 minute demo. We will show you the retention engine, rate comparison automation, and lapse save stack.