RetainCopilot is the 24/7 retention workbench that catches missed renewals, responds to leads in 60 seconds, and keeps your clients from lapsing — while you sleep.
Most insurance agencies lose 15–25% of their book every year to preventable lapses. Here's why.
Agents mean to call every client before renewal, but life gets in the way. Policies slip through the cracks.
A prospect fills out a form at 11 PM. By 9 AM, they've requested quotes from three competitors.
Clients buy one policy and never hear from you again. When they need more coverage, they Google someone else.
Not a generic CRM. Not a chatbot. A retention system built specifically for insurance workflows.
Day 90, 60, 30, and 7-day reminders fire automatically. Personalized emails and SMS that feel handwritten. No more forgotten renewals.
When a prospect fills out your form, they get an instant SMS and email before they finish checking their phone. Speed wins.
One message every morning: renewals at risk, leads who replied, documents missing. You check Slack. The system does the rest.
The system knows who has Term Life but no Critical Illness. It asks at exactly the right time — when they're thinking about it.
We build it. We run it. You see results. No technical knowledge required.
Send us your client list. We import it securely into your isolated workbench. Your data never touches another agent's system.
Renewal sequences, lead responses, cross-sell rules — all tuned to your specific products and carriers.
Emails send. SMS fires. Slack alerts hit your phone. You wake up to a briefing, not a to-do list.
No per-user fees. No hidden API costs. One flat monthly rate for everything.
+ $2,500 one-time setup
+ $3,500 one-time setup
For MGAs & large agencies
Real results from insurance professionals who stopped letting renewals slip away.
"I was losing 8–10 policies a year to simple forgetfulness. In the first 3 months with RetainCopilot, I saved 6 renewals I would have missed. That's $7,200 in protected premium."
"The lead response is unreal. I had a prospect submit a form at 10:47 PM while I was at dinner. By the time I checked my phone, they'd already received an SMS and booked a call for the next morning."
"I was skeptical about 'AI' for insurance. But this isn't a chatbot — it's a system that handles the repetitive stuff so I can focus on actual client relationships. My assistant went from 20 hours of email chasing to 2."
Book a 15-minute demo. We'll show you exactly how the workbench works with your real client data — no commitment, no credit card required.
Join insurance agents who never miss a renewal, never lose a lead to speed, and never wonder "what happened to that policy?"
Book Your Free Demo →