Financial Services & InsuranceComing soon: built and tested

Renewal Retention Board

Insurance renewal pipeline board

Licence price

S$15

One-time licence
Emailed to you after payment

Configurable stages (open/won/lost) with drag-and-drop
Alt+Arrow keyboard moves and Move-to select
Cards with line, insured, policy, owner
Renewal premium and % change, countdown (amber/red), lapse-risk chip
Next action and outcome
Explainable lapse-risk score (premium increase, claims, tenure, missed payments, competitor quote, no contact, price-sensitive channel) with configurable weights and bands and a factor breakdown
Rule-based suggested retention actions (re-quote, loyalty discount, payment plan, call, cover review)
Action log with done/overdue
Outcome dialogs (final premium for renewed, required lapse reason for lapsed)
KPIs (renewals, premium and avg change, high risk and premium at risk, retention rate vs target, premium retention, overdue actions), search/line/owner/risk/due filters, 4 sorts, list view, CSV export
Add/edit/delete with validation and Fix banner
Desktop detail panel, tablet dialog