LPrivate Ops BuildLee Towns State Farm
Operations review
For Lee Towns State Farm

You're the agent. You're also the renewal retention department.

Every policy that quietly lapses is a client who left without a conversation. Here's the conversation that keeps them.

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The gap nobody sees until it closes

Fourteen policies renewing in the next 30 days. Six of them haven't heard from the agency this quarter.

Not because anyone forgot. Because there's no system that notices before the renewal slips.

ops.intake
Lee Towns State Farm
IntakeClientsMessagesCalendar
Dashboard / Needs attention
Today
What needs action before it slips
DUE NOW
✓ Next action queued
A name, not a number

Sandra Chen has been a client for six years. Her auto and home renews in 18 days. She's never been asked if she's still happy.

A flag surfaces her before she quietly compares rates elsewhere.

app.leetowns.clients
Lee Towns State Farm
IntakeClientsMessagesCalendar
Intake / New lead
Sandra Chen
Auto + home bundle · renewing in 18 days
RETENTION PRIORITY
Client since2018 · 6 years
CoverageAuto (2 vehicles) + home
Annual premium$2,240
Last touch91 days ago
✓ Retention outreach queued · personal check-in scheduled
The message that keeps them

A personal check-in before the renewal window closes is the whole game.

It goes out in Lee's voice. It lands before the rate comparison starts.

2:00 PMNext step
L Lee Towns State Farm
The review that gets booked

Sandra replied. She had one question about her deductible.

A five-minute conversation and she's renewed for another year. With her referral in the notes.

Lee Towns · Retention Reviews Calendar shown
MON
TUE
WED
THU
FRI
 
Busy
 
Moved
New
Busy
 
 
Busy
 
✓ Calendar updated✓ Client file updated
The morning picture

Every morning, one view of what actually needs attention.

Not a stack of manual reminders. A clear list of who to call and why.

8:05
Tuesday morning
Retention digestnow

3 renewals in 10 days · 2 check-ins scheduled · 1 at-risk flag

Lee Towns State Farmnow

Sandra Chen renewal review today at 9:30 AM. Open client >

One client retained, six years protected

That was your renewal cycle, running without chasing it.

Built for how a Gainesville insurance agency actually keeps clients, not a generic CRM alert.

What you stop being
  • The renewal tracker
  • The follow-up caller
  • The retention department
What you become again
  • The agent
  • The advisor
  • The one clients refer their neighbors to
What that is worth

The revenue is already in your book. This is what keeps it there.

If we're wrong, the conversation ends here. If we're close, this is rarely the only thing you're holding together by hand.

We built this from public information. How close did we get?

Tell us where we got it right, or where we missed. Under a minute.

Built for Lee Towns State Farm as a working preview. Sample workflow; not a real client.
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