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.
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