Retention Engine OS for Insurance Agents

Stop Losing Commissions to Preventable Lapses and Chargebacks

GetClarix Retention Engine OS helps independent agents and agencies protect what they've already written with done-for-you retention infrastructure and a proprietary Retention Score System.

The Real Problem

The leak is not always on the front end. It's what happens after the sale.

You write the policy. You move on to the next lead. And in the silence after the sale, your business becomes vulnerable.

The client shops around and gets rewritten

The client misses a payment and you miss the email

The client forgets the value of the policy and lets it lapse

That is how commissions disappear. That is how chargebacks happen. That is how agents stay busy but still feel financially unstable.

Why more leads won't fix it

Most agents respond to inconsistent income the same way: more leads, more ads, more policies. But if retention is broken, scaling production only multiplies the problem.

You end up writing more business just to replace what you're losing.

That's not true growth. That's a treadmill.

Introducing GetClarix

The GetClarix Retention Engine OS

A done-for-you retention infrastructure built inside your existing system to protect commissions, save policies, and keep clients engaged after the sale.

Phase 1

Post-Sale Client Nurture

Keep the relationship alive right after the policy is written and reinforce the value of the coverage.

Phase 2

Missed Payment Intercept

Catch failed-payment notifications and trigger a response within 60 seconds.

Phase 3

Policy Recovery Sequences

Re-engage at-risk clients in a way that protects the relationship and improves recovery.

Phase 4

Book Visibility + Retention Intelligence

See what is healthy, what is at risk, and what has been recovered.

The Moat

The Retention Score System

Most tools automate activity. GetClarix measures retention risk. Our Retention Score System scores the health of your book based on the signals that matter most after the sale.

Engagement after policy issue
Payment behavior
Failed-payment events
Re-engagement responsiveness
Inactivity windows
Replacement vulnerability
Lapse-risk timing
Recovery status

This is the moat. Not just automation. Retention intelligence.

Book Health Snapshot

Live
Healthy72%
Drifting18%
At Risk7%
Recovered (30d)12%

When you improve retention, everything compounds.

More written business stays on the books
Fewer commissions get clawed back
Lead spend becomes more profitable
Cash flow becomes more stable
Growth becomes more predictable

The smartest agents don't just scale production. They protect persistency.

50% Chargeback Reduction Guarantee

If your chargeback rate has not been reduced by 50% within 90 days of going live, your setup fee is fully refunded.

Who it's for

Built for
  • Independent agents writing consistent business
  • Agency owners dealing with lapses and chargebacks
  • Teams who want more retention, visibility, and control
Not for
  • Brand-new agents
  • Captive agents with no control over their tools
  • People who think chargebacks are just part of the business

Book Your Free GetClarix Retention Walkthrough

We'll help you:

  • Calculate what preventable chargebacks are costing you annually
  • Identify which phase creates the fastest ROI
  • Map out what deployment looks like for your business
Book My Walkthrough

Let's stop the leak.

Let's protect your book.

Let's keep what you've earned.