Never Lose a
Client Again.
Persist tells you exactly who to contact this week — so no follow-up slips, no commission is lost, and no client is forgotten.
Persist is a mobile-first client retention app built exclusively for independent life insurance agents. It replaces spreadsheets and memory with a smart weekly task list ranked by dollars at risk, a Client Retention Score benchmarked against carrier averages, and push notifications for birthdays, policy anniversaries, and renewals — so agents never lose a client to a forgotten follow-up.
30-day free trial · Cancel anytime · Built for life insurance agents
Dashboard
Track your performance
Total Monthly Commission
April 2026 · 21 days left
Excellent
Agents lose money because they forget.
Forgotten Dates
Birthdays, anniversaries, and renewals slip by unnoticed.
Inconsistent Follow-Ups
Clients feel ignored and quietly cancel their policies.
Lost Commissions
Poor retention metrics put your carrier contracts at risk.
Your weekly to-do list for client retention.
Add your clients in under 30 seconds
Enter a name, policy date, and birthday. That's all Persist needs to get started.
Persist tells you who to contact and why
Every week, get a smart to-do list surfacing which clients need attention and how much is at risk.
Follow up, protect your book, keep your income
Check off tasks, track your retention score, and watch your commission goal fill up.
Everything you need. Nothing you don't.
Retention Score
Instantly see the health of your book with a 0–100 score that updates as you follow up.
Excellent
Weekly Tasks
A smart to-do list surfacing who needs attention, with dollars at risk clearly flagged.
12-Month Anniversary – James C.
Overdue · Apr 5
Birthday – Matthew V.
Due: Apr 9
Renewal Follow-Up – Raphael B.
Due: Apr 6
Commission Tracker
Track your monthly goal progress so you always know where you stand.
Total Monthly Commission
April 2026 · 21 days left
of $5,000 goal
Simple, honest pricing.
- Unlimited client profiles
- Weekly retention task list
- Retention score tracking
- Commission goal tracker
- Smart push notifications
Common questions from agents.
What is Persist?
Persist is a client retention app built exclusively for independent life insurance agents. It generates a smart weekly task list based on each client's birthday, policy anniversary, and renewal date — ranked by the premium dollars at risk — so agents always know exactly who to contact and why.
Is Persist a CRM?
No. Persist is not a CRM. It does not manage leads, sales pipelines, or quoting. Persist does one job: it makes sure you never lose a client you already have. Many agents use Persist alongside a CRM — the CRM handles new business, Persist protects the book.
How does the Client Retention Score work?
Persist calculates a 0–100 retention score based on your follow-up activity across your book of business. The score is benchmarked against carrier-specific retention averages, so you can see at a glance whether your book is healthy, at risk, or below your carrier's threshold. Agents can also set custom targets per carrier.
What happens if my retention score drops below my carrier's threshold?
Insurance carriers set minimum retention rate requirements for the agents they contract with. If an agent's retention falls below that threshold, the carrier may terminate the contract — meaning the agent loses the right to sell that carrier's policies and loses the associated commissions. Persist tracks your score against those benchmarks so you can act before it becomes a problem.
How long does it take to get started?
You can add your first client in under 30 seconds — just enter a name, policy date, and birthday. Persist immediately starts generating tasks and tracking retention. There is no complex setup, no onboarding call, and no training required.
How much does Persist cost?
Persist costs $10 per month, or $100 per year (a 17% savings). A 30-day free trial is included with no credit card required to start.