Flagship System · FS-06

Insurance Renewal & Retention Engine

FLAGSHIP · FIXED-PRICE QUOTE

Every figure in this console is sample data, shown to demonstrate the interface. It is not real client data and not a performance claim.

Same foundationBuilt on the same foundation as our contractor system. Want one for your business? A free call and one fixed price — book a call.

What this replaces

Independent agencies live or die on renewal retention — and it's run by spreadsheet.

A 90% renewal rate vs 80% is the entire agency's profit margin.

Renewal cycles are managed in Excel, cross-sell opportunities at every life event get missed, commission reconciliation from carriers is a manual monthly ordeal, and CE hours creep up on producers every December. This system pulls every high-leverage surface — renewals, life-event triggers, claims SLA, commission, producer KPIs, compliance — into one live workspace.

Live system — this is the actual product

FS-06Harrison & Ellery Insurance Group
Live

Renewal pipeline · 45d

$21.3K

6 policies at deadline

Premium change

+$2.3K

proactive-outreach queued

Life events pending

4

cross-sell drafts ready

Open claims

2

1 SLA-breach flagged

Renewals · next 45 days

risk-scored + queued
68

Alvarez Family

HO-2081 · Nationwide · S. Ellery · 12d out

$2,380

▲ $240 (11%)

22

Marcus Chen

AUTO-4211 · Progressive · S. Ellery · 18d out

$1,940

▲ $120 (7%)

34

Harlow Plumbing LLC

COM-802 · The Hartford · J. Okafor · 24d out

$15,800

▲ $1600 (11%)

82

Priya Tran

HO-2094 · State Farm · J. Okafor · 6d out

$1,980

▲ $340 (21%)

8

Sofia Ellery

UMBR-108 · Chubb · T. Brooks · 32d out

$890

· $0 (0%)

12

Robert Winstead

LIFE-3320 · MetLife · T. Brooks · 45d out

$640

▲ $20 (3%)

Risk score blends prior-year touches, prior claims, premium change delta, and carrier switching indicators. High-risk renewals surface for producer outreach 21+ days out.

Agency today

  • Renewal spreadsheet updated whenever someone remembers · deadlines missed
  • Life-event cross-sells missed at 60-80% rate — nobody sees the home purchase in time
  • Claims tracked in individual producers' inboxes — carrier SLA breaches unnoticed
  • Commission reconciled manually the first week of each month · under-payments unclaimed
  • CE hours discovered short in December when it's already an issue

Agency with this system

  • Every renewal in the pipeline surfaces with risk score + carrier premium change 45 days out
  • Life events (home closings, marriages, teen drivers) trigger auto-drafted cross-sell quotes
  • Claims with carrier SLA tracked · breaches auto-escalate to senior adjuster
  • Carrier statement vs AMS booked auto-reconciled · under-payments queued for follow-up
  • CE hours + E&O + state licensing all dashboarded · warnings 90 days before deadline

More systems

See the dashboards →
FS-01Practice Operations Command CenterDental & medical practicesOpen →FS-02Field Operations HQMulti-crew field serviceOpen →FS-03Restaurant Revenue ReconciliationRestaurants & delivery-heavy kitchensOpen →FS-04Membership Retention HQGyms, studios & membershipsOpen →FS-05Contractor Financial OperationsContractors billing progress drawsOpen →FS-07Multi-Location Franchise HQFranchisors, 5–50 locationsOpen →FS-08Brokerage Transaction CoordinatorBrokerages & 5–20 agent teamsOpen →

Live build queue — reserve your position

Get this built for your business.

Same system, skinned and configured for your business. See your price estimate, queue position, and start date instantly — a 25% deposit locks in your spot and is credited in full toward your project.

Get This Built For My Business

Refundable if, after a quick call, it's not the right fit. Want it sooner? You can expedite for a small additional fee.