The Problem It Solves
A lost client isn't one year. It's the annuity.
- •Renewal commission is the part of your revenue that compounds — and the part your agency gets valued on when you sell it
- •The carrier takes a rate increase, the client opens the notice, and they shop. If you re-shopped it first, they stay with you and just change carriers
- •Monoline clients leave at a far higher rate than bundled ones, so the cross-sell you never got to is also the retention problem you can't explain
- •Every one of these depends on someone remembering, on the right day, while they're already busy servicing this month's book
How It Works
The calendar becomes the employee.
01
The window opens
A policy hits 90 days out and the engine picks it up on its own. Rates get re-shopped against the market overnight, before the client has any reason to start looking.
02
The sequence runs
Touches go out at 90, 60, and 30 days, written for that policy line. At-risk signals — non-pay, invalid payment, expiring docs — jump the queue and fire the same hour.
03
Your producer gets the live ones
The call task lands with rate history and talking points attached. If a client goes quiet instead, the win-back branch runs a loyalty offer before the policy walks.
What's Included
What gets built.
Built for independent agencies (5–500 seats) on AgencyZoom, EZLynx, and HawkSoft. It runs inside the AMS you already have.
- 90/60/30-day renewal touches — email and SMS, personalized per policy line
- Rates re-shopped automatically the moment a policy enters the renewal window
- Same-hour outreach on at-risk policies — non-pay, invalid payment, expiring docs
- Cross-sell triggers for monoline clients, timed to the renewal conversation
- Win-back branch when a client goes quiet — loyalty offer, second angle
- Producer call tasks with rate history and talking points already attached
Retainer Add-Ons
The back-office work rides along on the retainer. It's real work and we do it well — it just isn't what makes you money, so we don't price the build around it.
- ·COI generation and tracking
- ·Service-request → ticket automation
- ·AMS data hygiene and field cleanup
retention lift — relative, measured on your book vs. your baseline
every policy touched on schedule, none skipped
to live, measured monthly
From $4,500. Live in 2–3 weeks.
This is the largest build we sell and the one with the longest tail — it touches every policy on your book, every year. Fixed scope, milestone-billed, with ongoing maintenance at $1,200–$1,500/mo, month-to-month.
See full pricing →Built to support TCPA compliance
BlueCrab implements compliance-supporting controls — consent capture, use-case matching, revocation handling, and record retention. Final compliance review rests with your counsel.
Pilot Guarantee
If the pilot doesn't go live as scoped, you don't pay. We bill by milestone, and the final milestone is your system running in your accounts, demonstrated live. No vaporware, no hand-waving.
Ownership Statement
You own everything. All workflows, configurations, and integrations live in your accounts from day one. If we part ways, nothing changes — your automations keep running exactly as they are.