Everything Persist
does for you.
Five focused features that work together to protect your client relationships and your income.
Retention Score
Your entire book of business, condensed into a single score. Know instantly whether your client relationships are healthy, at risk, or in critical need of attention.
- Real-time score from 0–100 based on follow-up activity
- Color-coded status: Green (great), Yellow (okay), Red (at risk)
- Score updates automatically when you complete tasks
Excellent
Weekly Tasks
Stop guessing who to call. Persist generates a personalized weekly task list based on upcoming birthdays, policy anniversaries, and renewal dates — ranked by dollar risk.
- Automated task generation — no manual input required
- Tasks ranked by premium dollars at risk
- Overdue tasks flagged with amber warning badges
12-Month Anniversary – Sarah M.
Overdue · Apr 5
↩ Rolled over
Birthday – James T.
Overdue · Apr 6
Renewal Follow-Up – Chen L.
Due: Apr 9
Smart Push Notifications
Never rely on memory. Persist sends smart, timely push notifications that remind you before a key date, not after it has passed.
- Birthday and anniversary reminders 3 days in advance
- Renewal alerts 30 and 7 days before policy dates
- Weekly digest every Monday morning
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 commission goal and watch your progress in real time. Know whether you're on pace before the month is over, not after.
- Set custom monthly and annual commission goals
- Live progress bar with percentage and dollar breakdown
- Behind/On Track status badge so you always know where you stand
Total Monthly Commission
April 2026 · 21 days left
of $5,000 goal
Client Management
A clean, simple client list built for life insurance agents. Store everything that matters — carrier, policy date, premium amount — and find any client in seconds.
- Quick-add clients in under 30 seconds
- Search and filter by carrier, status, or name
- Color-coded status dots for at-a-glance health checks
Acme Insurance · Jan 15 · Mar 22 · (512) 555-0101 · $5,000 · $600
American National · Jun 8 · Nov 3 · (713) 555-0182 · $3,200 · $384
Assurity Life · Sep 30 · Apr 18 · (214) 555-0147 · $500 · $60
Book Growth Chart
Track your momentum across 12 rolling months. See whether your book of business is growing, plateauing, or shrinking — at both the client count and commission level.
- Toggle between client count and commission growth views
- Interactive chart with month-by-month data points
- Spot trends before they become problems
Commission Growth
Rolling 12 months ending current month.
Ready to protect your book?
Join agents across the U.S. who are using Persist to stay on top of every client.
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