Viewing as Super admin · Owner · Chris
Retention
Renewals & relationship growth
Renewal watch starts 120 days before expiration. Large rate changes trigger a remarket recommendation.
Premium retained · year to date
$3.86M
89.4% retentionRenewals in 120 days
212
Remarket candidates
9
Saved this month
$11,240
At risk
$18,640
Renewals · 90 days
10
Avg rate change
+9.4%
Premium at risk
$18,640
Cross-sell pipeline
$6,070
5 opportunities
Renewal watch
| Customer | Renewal | Current | Projected | Change | Risk | Plan |
|---|---|---|---|---|---|---|
| Rachel & Tom Whitaker | Nov 03 | $3,420 | $3,625 | +6.0% | Medium | Review call |
| Luis Hernández | Nov 05 | $2,997 | $3,536 | +18.0% | High | Remarket |
| Gwen Abernathy | Nov 07 | $739 | $761 | +3.0% | Low | Auto-renew |
| The Patel Household | Nov 09 | $1,791 | $1,988 | +11.0% | Medium | Review call |
| Copper Kettle Bakery LLC | Nov 11 | $5,438 | $5,329 | -2.0% | Low | Auto-renew |
| Kevin & Ashley Monroe | Nov 13 | $4,105 | $5,008 | +22.0% | High | Remarket |
| Samuel Osei | Nov 15 | $3,682 | $3,829 | +4.0% | Medium | Review call |
| Brightline Dental PLLC | Nov 17 | $4,949 | $5,394 | +9.0% | Low | Auto-renew |
| Hannah Lindqvist | Nov 19 | $1,576 | $1,797 | +14.0% | Low | Auto-renew |
| Marco & Julia Benedetti | Nov 21 | $547 | $558 | +2.0% | High | Remarket |