Free tool · Renewal retention
Free renewal retention calculator for insurance agencies
Every policy that doesn't renew takes its commission with it, this year and every year after. Put in your own numbers and see what your current retention costs you, and what a few more points would be worth.
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Renewal Retention Calculator
Use your own book: how many policies come up for renewal in a year, the average premium, your commission and your retention rate. Results update as you type.
Not sure about retention? Take the policies that came up for renewal last year and divide the ones that renewed by the total. Many agencies track it in their management system.
An estimate based on the numbers you enter, not a guarantee. It counts first-year commission only; clients you keep usually stay for more than one year.
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AI Policy Template · Client Message Templates · Google Review QR Code · Missed Call Cost Calculator · All free tools
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On Pro ($298/month, 600 call minutes included) and Complete ($379/month, 1,500 minutes), the AI answers your missed and after-hours calls in your agency's name, on the number you already have. Every plan, starting with Core at $129/month, replies to web and chat quote requests right away and hands your team the details.
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