Friendly at renewal, invisible in between. That's how a profitable account walks.
AutoStack reads your AMS, inbox, and calls, and flags the accounts at risk before renewal, across your whole book, in one weekly risk brief.
Free 3-minute audit, no credit card. Works alongside your AMS.
Acme account · This week
Insurance · Drifting
- no reply to renewal outreach
- Promise overdue: revised plan
- Sponsor missed last 2 calls
- Save play suggested
- Check-in not sent
Otto: Matches 6 accounts you lost. Drafted a check-in, ready to send.
The quiet exit
How firms like yours lose clients they could have kept
- Clients don't leave over price, they leave when they feel forgotten. Nearly half your book sits in a communication void between the day they bought and their next renewal notice, and in that silence loyalty quietly erodes until a competitor asks the right question.
- A CSR promised to re-shop the umbrella before renewal and send the COI by Friday. It got handed to a producer, dropped, and the insured remembers. A missed follow-up that felt insignificant in March becomes the whole story when they don't renew in September.
The account didn't leave over price. It went a year with no real call, a competitor asked the right question, and the gap that was invisible for years was suddenly the reason they left. By the renewal notice, the decision was months old.
The retention lift that can raise profit 25 to 95% (Bain)
How much more existing clients spend than new ones
What winning a new client costs versus keeping one
Catch it, with the tools you already run
AutoStack reads what is already in your insurance stack and turns it into one weekly risk brief. Nothing new to log into.
- 01
Promise ledger
Every commitment you made, tracked from call, email, and CRM.
- 02
Win-loss radar
Each live account matched to the ones you won and the ones you lost.
- 03
Company brain
What your firm did to save an account like this, last time.
Connected sources
Reading- Applied Epic
- AMS360
- EZLynx
- AgencyBloc
- Outlook
Acme Corp flagged: risk Medium → High
Connects to the tools insurance firms run on
FAQ
Insurance client retention, answered
Insurance agency client retention is how an agency keeps the book of business it already wrote. Most attrition is silent, an estimated 70% of it, and only about 13% of clients shop because of a rate increase. Accounts leave because they felt forgotten, a service promise dropped between a producer and a CSR, or the renewal arrived as a surprise. AutoStack sits on top of your AMS, inbox, and calls and does three things. It keeps a promise ledger of every commitment to an insured. It runs a loss radar that matches each live account to the ones you already lost, renewal silence, a competitor quote, a claim that soured, a mono-line account. And it remembers what retained the accounts you saved. You get one weekly relationship risk brief on the book, with the next call to make on each at-risk account.
Your AI relationship-risk analyst
Otto reads the calls, email, and notes your team already creates, keeps the promise ledger current, watches every account for drift, and drafts the weekly risk brief, so your team spends its time saving relationships, not hunting for them.
Assistive & reviewable. Otto recommends, you decide. Never autonomous.
Otto
Activity · Today
Otto logged 4 new promises from Northwind Co.'s call.
Promise ledger· 2mOtto drafted a check-in for an account going quiet.
Next move· 5mReady to sendOtto flagged Vela Group: sponsor quiet, risk rising.
Risk radar· 1hHigh riskOtto matched Atlas Studio to 3 accounts you lost.
Pattern match· 3hReview
Acme Corp just moved to High risk
Sponsor went quiet · 2 promises overdue
Stop losing insurance clients you could have saved
Run the 3-minute audit and we'll show you which client relationships are slipping right now.