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Retention products

Four products that protect your revenue after the sale.

Each is an automated engagement journey that connects to your CRM and reaches the right customer at the right moment after the sale - identifying issues, keeping cover relevant and reducing cancellations.

Post-Sale Check

Every new customer reviewed automatically - surfacing issues before they become clawbacks or complaints.

Primary KPI · Cost per issue surfaced<£10 Per issue surfaced

Cover Review

Automated reviews that keep details current, surface real need and arrive as high-intent requests.

Primary KPI · Cost per review requested<£25 Per review requested

Benefit Reminders

Keep policy value front of mind with branded reminders that drive engagement and open new opportunities.

Primary KPI · Cost per opportunity surfaced<£3 Per opportunity

Retention

Engage at-risk customers the moment a payment fails, diagnose the issue online and re-engage efficiently.

Primary KPI · Lapsed revenue saved~12× ROI Return on investment

See the retention suite in action.

We'll show you how the four products work together after the sale, connected to your CRM.

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