Never Lose a
Client Again.
Most agents don't lose clients because they stop caring. They lose them because life got busy and a follow-up slipped. Persist tells you exactly who to contact each week so nothing slips again.
Dashboard
Track your performance
Total Monthly Commission
April 2026 · 21 days left
Excellent
Every lapsed policy started with a forgotten follow-up.
Dates slip by
A birthday missed. An anniversary ignored. A renewal that came and went. Your client noticed — even if you didn't.
Clients go quiet
They don't call to complain. They just stop paying. By the time you notice, the policy is gone.
Your contract is at risk
Carriers track your retention score. Let it fall below their threshold and you don't just lose a client — you lose the contract.
Know exactly who to call. Every single week.
Add a client in 30 seconds
Name, birthday, policy date. That's it. No lengthy setup, no training, no onboarding call.
Get your weekly contact list
Every week, Persist surfaces exactly who needs a call — ranked by the premium dollars at risk if you don't reach out.
Follow up. Keep your income.
Check off tasks as you go. Watch your retention score climb and your commission goal fill toward target.
Built for one job: keep your clients.
Client Retention Score
A 0–100 score benchmarked against your carrier's own averages. Know if your book is healthy — before your carrier tells you it isn't.
Excellent
Weekly Task List
No more guessing who to call. Every week you get a ranked list — sorted by the commission dollars you stand to lose if you don't follow up.
12-Month Anniversary – James C.
Overdue · Apr 5
Birthday – Matthew V.
Due: Apr 9
Renewal Follow-Up – Raphael B.
Due: Apr 6
Commission Tracker
Set a monthly income goal and watch it fill as you protect your book. Always know where you stand — and how far you have to go.
Total Monthly Commission
April 2026 · 21 days left
of $5,000 goal
One lapsed policy costs more than a year of Persist.
- Unlimited client profiles
- Weekly retention task list
- Retention score tracking
- Commission goal tracker
- Smart push notifications
One saved policy pays for years of Persist.
Questions agents ask before they download.
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.