An AI agent that monitors your book 24/7, identifies accounts at risk of renewal loss, and initiates personalized outreach before your competitors get the quote.
Clearline continuously analyzes your agency management system, tracking policy dates, coverage gaps, and carrier changes that signal a customer is ready to shop.
Using your historical loss data and market intelligence, Clearline scores every account by renewal risk and prioritizes outreach based on commission value and likelihood to defect.
Clearline sends personalized emails and SMS with competitive context, coverage review offers, and direct scheduling links — before the customer ever visits a competitor's site.
Every interaction is logged, every saved account is tracked, and you get a weekly digest of exactly which accounts were saved and what the ROI was.
No more checking renewal dates manually. Clearline watches your entire book and alerts you the moment an account enters a high-risk window.
Clearline tracks carrier departures, rate changes, and competitor promotions in your market so your outreach is always contextual and timely.
Every email and message Clearline sends is personalized to the account: their carrier, their coverage type, their renewal date, and your agency's unique value proposition.
Clearline connects to your existing agency management system — no manual data entry, no duplicate records, no workflow disruption.
See exactly how many accounts Clearline saved you each month, what the commission value was, and what your retention ROI is — in plain numbers your agency principals can understand.
Clearline runs autonomously every day, identifying at-risk accounts and initiating outreach — so you start your morning with saved renewals, not reactive quotes.
Clearline is the AI retention agent that watches your book 24/7, finds accounts at risk, and reaches out before the shopping starts. Insurance agents using autonomous retention see 40% improvement in first-year retention rates. The average independent agency loses 30% of their book annually. That number is entirely preventable.