How it Works
Four phases. One Retention Engine OS.
GetClarix deploys inside your existing stack and goes to work the moment a policy is bound. Here's the flow.
Step 1 of 4
Phase 1
Post-Sale Client Nurture
Keep the relationship alive right after the policy is written and reinforce the value of the coverage.
- Welcome sequence triggered the moment a policy is bound
- Coverage education delivered over the first 30 days
- Branded touchpoints across SMS and email
Step 2 of 4
Phase 2
Missed Payment Intercept
Catch failed-payment notifications and trigger a response within 60 seconds.
- Real-time failed-payment detection
- Sub-60-second client outreach
- Carrier-aware messaging for context
Step 3 of 4
Phase 3
Policy Recovery Sequences
Re-engage at-risk clients in a way that protects the relationship and improves recovery.
- Multi-step recovery cadence
- Human escalation paths for high-value books
- Save-the-policy scripts your team can deploy
Step 4 of 4
Phase 4
Book Visibility + Retention Intelligence
See what is healthy, what is at risk, and what has been recovered.
- Retention Score for every client
- At-risk book segmentation
- Recovered-revenue dashboards
Ready to plug it in?
We'll map deployment to your business and show you which phase delivers the fastest ROI.
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