Six features. One job:
keep your clients.
No pipelines. No quoting tools. No CRM bloat. Just everything an independent life insurance agent needs to follow up consistently, protect their book, and never lose a client to a forgotten date.
Retention Score
Your carrier tracks your retention. So does Persist — before your carrier has a reason to call. A single 0–100 score tells you whether your book is healthy, slipping, or in danger, updated in real time as you follow up.
- Benchmarked against your carrier's own retention averages
- Color-coded: Green (excellent), Yellow (at risk), Red (critical action needed)
- Updates automatically as you complete tasks — no manual entry
Excellent
Weekly Tasks
Every Monday, you get a ranked list of exactly who needs a call this week and why — based on birthdays, policy anniversaries, and renewal dates across your entire book. The clients worth the most commission sit at the top.
- Generated automatically — no manual input, no setup after onboarding
- Ranked by premium dollars at risk so you always prioritize the right client first
- Overdue tasks stay visible and flagged until you resolve them
12-Month Anniversary – James C.
Overdue · Apr 5
↩ Rolled over
Birthday – Matthew V.
Due: Apr 9
Renewal Follow-Up – Raphael B.
Due: Apr 6
Smart Push Notifications
Two notifications a day, maximum. Persist doesn't spam you — it surfaces the right reminder at the right moment so you reach out before the date passes, not after.
- Birthday and anniversary reminders sent 3 days before — never the day after
- Renewal alerts at 30 days and 7 days so you have time to act
- Monday morning digest kicks off every week with your full task list
Your new week is ready. You have 5 tasks this week.
You have 3 overdue tasks totaling $6,500 in premium at risk.
Commission Tracker
Set a monthly income goal and track it in real time. The commission tracker ties your follow-up activity directly to your income — so you can see exactly what consistent retention is worth.
- Set your own monthly and annual commission targets per carrier
- Live progress bar shows percentage complete and dollars remaining
- Behind, On Track, or Ahead badge updates throughout the month
Total Monthly Commission
April 2026 · 21 days left
of $5,000 goal
Client Management
Not a CRM. A focused client list that stores exactly what a life insurance agent needs — carrier, policy date, birthday, premium — and nothing that gets in the way. Add a new client in under 30 seconds.
- Add any client in under 30 seconds — name, policy date, birthday, carrier
- Search and filter instantly by name, carrier, or retention status
- Color-coded dots show each client's retention health at a glance
Northwestern Mutual · Jan 15 · Mar 22 · (512) 555-XXXX · $5,000 · $600
American National · Jun 8 · Nov 3 · (713) 555-XXXX · $3,200 · $384
Transamerica · Sep 30 · Apr 18 · (214) 555-XXXX · $500 · $60
Book Growth Chart
A rolling 12-month view of your book — by client count and commission. Growth is easy to miss month-to-month. This chart makes the trend impossible to ignore.
- Toggle between commission growth and client count in one tap
- Month-by-month data points show exactly where momentum changed
- See plateaus and dips early — before they compound into a real problem
Commission Growth
Rolling 12 months ending current month.
Every feature. One job: keep your clients.
Try every feature free for 30 days. Just download and add your first client in under 30 seconds.
Protect My Book — Free for 30 Days