Insurance agencies
Keep more insurance clients before renewal risk turns into churn.
Swivel reads your agency systems, spots policyholders and quotes going quiet, and helps your team run the right follow-up before the account is gone.
The leak
Where agency revenue slips out of the book.
The quiet renewal
A policyholder stops responding before renewal. By the time the account feels urgent, the save window is already tight.
The stalled quote
A prospect asks for numbers, then goes quiet. The quote sits in the rater while producers move on to the next account.
The service issue
A claim, billing issue, or coverage question shows up in service notes, but no one connects it to renewal risk.
The plays
A specialist for every account that needs attention.
Each engine works a different agency moment: renewal risk, quote follow-up, client win-back, and service recovery.
Churn Risk Radar
Find renewals going quiet
Watches policy, payment, service, and communication signals to flag accounts that need a renewal touch.
Win-Back Engine
Draft the right client follow-up
Turns the risk signal into a specific outreach draft your team can approve, edit, or reject.
Onboarding Autopilot
Recover stalled quotes
Finds warm quotes that stopped moving and queues the next follow-up before the prospect goes cold.
Churn Risk Radar
Connect service notes to retention risk
Turns claim friction, billing issues, and coverage questions into account-level signals your team can act on.
Win-Back Engine
Win back lapsing policyholders
Pairs account context with the right message so outreach feels tied to the client, not a generic renewal drip.
Auto Renewal Engine
Keep annual reviews moving
Surfaces the clients who need a check-in, coverage review, or producer handoff before renewal pressure builds.
Reads your stack
Connects to the tools your agency already runs on.
The tools the agents read from to do the work, not a list of carriers or customers.
Applied Epic
AMS360- QQCatalyst
- PL Rating
Twilio
Put the agent team to work on your book.
Have a renewal-risk problem, stalled quote pipeline, or client follow-up gap your team keeps meaning to run? Let our agent teams work the stuck account moments already sitting in your systems.