Automated retention

Insurance renewal management

Every policy gets its reminder. Every renewal has its owner. Polixra detects on time, notifies client and producer, and shows you which policies are at risk.

Tiered alerts

Automatic reminders 60, 30 and 7 days from expiry. For you and for the client.

Unified calendar

Monthly and yearly view of every renewal. No more last-minute surprises.

One-click renewal

Convert an expiring policy into a renewed one — data carried over. Zero re-keying.

Retention rate

Dashboard showing retention by carrier, product and producer. You can't improve what you don't measure.

Client notifications

Customizable automatic email and SMS. Your client knows their policy is expiring before it's too late.

Book at risk

Spot clients with a non-renewal history, high loss ratio or no recent contact. Act before they churn.

How it works

1

Load your book

Import Excel, CSV or connect your current system. Each policy carries its expiry date.

2

Configure reminders

Pick when and who to notify (client, producer, supervisor). Rules apply to your entire book.

3

Polixra detects and notifies

When a policy enters the renewal window, Polixra fires the cascade of alerts.

4

Renew and measure

Every renewed policy updates your retention rate live. Decisions backed by data.

Why Polixra for renewals

The engine that protects your book — designed by agents for agents.

Renewals

Auto detection, tiered reminders, one-click conversion.

Commissions

Renewal commission computed automatically. Different from new business.

Customer Service

Professional reminders, not spam. Your client feels the care.

Multi-carrier

Retention by carrier and product. Which one keeps your book healthier?

Multi-country

Local rules by country: lead days, date format, alert language.

Frequently asked questions

Your book deserves to stick around

Raise your retention rate with Polixra. 14 days free, no credit card.