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Executive Overview

Retention Command Center

2 High-Risk Renewals Detected

AI identified $3,340 in premium at risk of non-renewal. Immediate action recommended for Thompson Family - competitor quote detected.

Retention Rate

89.4%

-0.6% vs target

Renewals This Month

48

$86,400 in premium

At-Risk Premium

$3.3K

2 accounts

Save Rate

72%

+8% this quarter

Upcoming Renewals

Sorted by churn probability

Thompson Family

Auto Insurance - Safeco

Competitor quote 15% lower detected

8 days

Apr 28, 2026

78%

Churn Risk

$1,240

Annual

Garcia Household

Home Insurance - Hartford

No engagement in 6 months

15 days

May 5, 2026

65%

Churn Risk

$2,100

Annual

Wilson Auto

Contacted

Auto Insurance - Progressive

Premium increase notification

20 days

May 10, 2026

42%

Churn Risk

$980

Annual

Lee Family

Contacted

Bundle - Auto + Home - Travelers

25 days

May 15, 2026

12%

Churn Risk

$3,200

Annual

Brown LLC

Commercial Package - Hartford

Market conditions changed

30 days

May 20, 2026

38%

Churn Risk

$8,500

Annual

Select an account to view actions

Campaign Performance

Renewal Reminder - 30 Days

58%
124 sent89 opened72 renewed

Price Increase Mitigation

62%
45 sent38 opened28 renewed

Re-quote Offer

56%
32 sent28 opened18 renewed

Cross-sell Follow-up

49%
86 sent54 opened42 renewed

Retention Rate Trend

Monthly retention vs 90% target