Track Client and Policy Retention Faster and Simpler!

By Agency, Branch, Department, Producer, CSR


One of the most important Key Performance Indicators (KPI) affecting long term Agency profitability is regular tracking of client retention. Yet many Agencies rarely run this report. The reason for this is simple: up until now such reporting has been difficult and time consuming.

The Alexant Retention Macro changes this, making the running of this report much easier..

  • Simplifies the running of Client Retention
  • Production or Billing Screen Data can be used
  • Calculates Retention, New Business, Lost Business and difference on Retained Accounts


Retention Calculation Download