Persistly makes sure that never happens — automatic birthday and holiday texts, premium due reminders, packet confirmations, and early warnings before a policy lapses. You close the sale. Persistly keeps the client.
Every message goes out under your agency's name, written like a human, timed like a pro. Watch a client's month with Persistly:
Drag the sliders to your numbers. Lapses from simple neglect are quietly the most expensive thing in your business.
Estimates assume lapsed policies stop paying for the remainder of the year and use a 90% first-year commission basis. Persistly recovery assumption: 1 in 4 neglect-driven lapses saved by consistent contact.
One short intake form after each sale. Persistly handles the rest of the client relationship on autopilot.
Right after closing, agents fill a short form with policy details — carrier, premium, due dates, and client info. That's it.
Scheduled check-ins after the sale so clients know their agent — and agency — is still there for them.
Every client gets a personal-feeling birthday and holiday text, automatically, without anyone lifting a finger.
Clients get a heads-up before each premium is due, cutting down on missed payments and accidental lapses.
Automatic check-ins confirming clients actually received their policy paperwork — with a flag if they didn't.
Every client gets a live retention score crossed with real chargeback dollars at risk — computed from your actual carrier advances. One ranked list of who to call today, with a guided Save Play for every situation.
These are the retention-specific tools most agency CRMs skip entirely — built around how policies actually get lost.
Client conversations are scanned for language that precedes a lapse — "can't afford this," "thinking about cancelling" — and flagged the moment it happens, not weeks later.
Consent is captured at the point of sale, quiet hours are respected, and a "STOP" reply automatically opts a client out — protecting your agency from per-text liability that can run into the thousands.
See your retention rate, average client tenure, and lapse/chargeback rate at a glance — plus a live feed of every conversation flagged as at-risk.
Every client gets a personal, trackable referral link. Prospects who use it land straight in your dashboard as leads, ready to work.
Persistly doesn't just protect your book. It runs the money side of your agency — the part every other CRM pretends doesn't exist.
Load your agency's comp guidelines and Persistly learns your entire structure — every level, every carrier, every product grid. Agents get a locked commission level set at invite, and their rates auto-fill everywhere at their exact rank. Promote them, and everything re-rates instantly.
Every policy shows what it pays at your level — advance and annualized — with This Month / Next Month pay windows keyed off effective dates. Owners track override spread on every downline policy.
Live progress bars to every agent's next level — back-to-back production months, persistency gate, and a one-click Promote when they earn it.
Agents ranked by annual premium written — week, month, year. Zero-producers don't make the board. Competition does the managing for you.
See your whole hierarchy as a living org chart. Invites carry the agent's NPN — if it doesn't match at signup, they don't get in.
Dual-licensed? Persistly watches your book for clients entering their Medicare enrollment window and hands you the cross-sell before a competitor finds them.
An AI agent that works your book by phone — premium follow-ups, paperwork confirmations, 90-day check-ins. Every call recorded, transcribed, and scanned for risk language that feeds straight into your Save List. Orion's AI sells. Persistly's AI keeps.
No new workflow to learn — just one form after every sale.
Business as usual — sell the policy the way you always have.
Client info, policy details, premium schedule, and key dates — under two minutes.
Scheduled texts go out automatically: check-ins, birthdays, holidays, premium reminders, and more — scanning every reply for risk language along the way.
See at-risk clients, retention analytics, and referral leads before they become lost — or missed — business.
No seat bundles, no per-agency math. Every agent — solo or part of a 200-person hierarchy — runs on the same plan, and every recruit funds their own seat.
No. Keep selling exactly how you do today. The only change is filling out one short form after each sale so Persistly has what it needs to follow up.
Where a carrier offers a data feed or API, Persistly can connect directly to flag missed premiums, cancellation attempts, and chargebacks automatically. Otherwise, your team can log these manually and the bot will still trigger the right follow-up sequence.
Both. Persistly is a lightweight CRM built specifically around client retention — it stores your client and policy data, schedules and sends automated texts, and gives you a dashboard of at-risk business.
A companion mobile app for agents on the go is in development. The web dashboard is fully usable on mobile browsers today.
Consent is captured and timestamped the moment you log a policy, quiet hours are respected, and any client reply that matches a standard opt-out keyword (like "STOP") automatically blocks further texts to that client. It's a safe default, not something your team has to remember to configure.
Every client gets their own shareable link. When someone they refer fills out the short form on the other end, it lands directly in your Referrals dashboard as a lead — no separate referral program to manage.
Passwords are hashed and client data is stored per-agency account. Access requires login, and only your team can see your book of business.
Set up your account and log your first sale in under five minutes.
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