Policy Retention analyzes why a policy churned, re-engages the client through AI-powered outreach, and sends a secure self-buy link — turning a chargeback into a fresh sale and recovering commissions your agents already earned.
A policy lapses. A commission claws back nine months later. The client disappears. Most agency owners accept this as a cost of doing business.
It doesn't have to be. Every lapsed policy is a client who said yes once — and can say yes again.
Policy Retention turns those chargebacks into a second chance.
The moment a policy lapses, Policy Retention identifies it and begins the recovery process automatically.
Peach Pilot goes back to the original conversation — understanding why the client churned, what their situation was, and how to re-engage them meaningfully.
Contextual, personalized outreach goes out — not a generic drip email. The message is informed by what happened on the original call.
The client receives a secure link to restart their coverage on their own — no new agent call required, no friction, no pressure.
Coverage restarts. A fresh sale is recorded at approximately 40–50% commission — revenue your agency had already written off.
See how Policy Retention recovers the commission your agents already earned.
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