For independent insurance agencies

Stop Losing Policyholders You Never Heard From.

Run Syrup checks in with policyholders around renewals and claims, catches quiet frustration while a producer can still fix it, and routes the happy ones straight to a five-star review. No new dashboard, no change to how your team already works.

Works alongside:EZLynxHawkSoftVertaforeApplied EpicAgencyZoomNowCerts
Run Syrup — Retention Radar
Book-wide renewal riskIllustrative

Last 60 days

Rate increase flagged
Maria R. — routed to producer

Positive check-in
James T. — review request sent


Non-renewals rarely start with a complaint.

Most policyholders who leave don't call to vent first. By the time you find out, the decision's already made — and it usually shows up as one of these.

01

They don't call.

A confusing rate increase lands, they shrug, and quietly start getting quotes elsewhere instead of asking your team about it.

02

They don't complain.

A slow claim or a coverage question goes unanswered long enough that asking again feels pointless.

03

They just don't renew.

The first sign of trouble is a lapsed policy on the books — and by then there's nothing left for a producer to save.


How Run Syrup protects your book of business

A direct line to catch operational issues privately before they turn into a lapsed policy or a public complaint.

📡
Step 1 — Detect

Zero-friction check-ins

Automated sentiment checks timed around key milestones — a rate increase, a renewal, a claim — to catch a client who's quietly shopping around.

🔀
Step 2 — Fork

Smart routing

The check-in splits by sentiment: frustration stays private where a producer can fix it, while satisfied policyholders are routed toward reviews and referrals.

At risk → private save
Happy → reviews & referrals
🔌
Step 3 — Act

Universal CRM action

At-risk alerts route directly into the agency management system you already run, as a high-priority task for the right producer or CSR — before the renewal date passes.


Your review page and your retention channel do different jobs.

Treating a public review section as your agency's customer service desk is a wasted operational effort — it wasn't built for that.

Public search

Google & Yelp

Built for local search discovery and ad revenue. A frustrated policyholder who doesn't speak up in person only shows up here after they've already decided to leave — publicly, and after it's too late to fix.

Direct line

Run Syrup

A private, automated channel straight to your agency. Built to surface friction — a confusing rate increase, a slow claim, a coverage question — while a producer can still step in and save the account.


The math your CFO will like.

Swap in your own average premium and commission — the logic holds either way.

Illustrative example
One policyholder who quietly churns
− 1 renewal
-$1,500/yr in lost commission, plus the referrals they would've sent you.
One policyholder Run Syrup flags in time
+ 1 save
+$7,500 in 5-year lifetime value, secured by a producer while it's still fixable.
Most agencies only need to save a handful of accounts a year for Run Syrup to pay for itself many times over — everything after that is upside.

Plugs into your current stack. Zero new dashboards.

Your team shouldn't be using public review sites as a customer service desk. Run Syrup routes private, actionable policyholder feedback directly into the tools your producers and CSRs already use every day.

  • 🪝Universal AMS Compatibilityconnect instantly with HTTP webhooks, direct API payload routing, or automated email-to-task sync.
  • 🔌Zero Staff Retrainingretention tasks appear directly in your CSR or producer's existing AMS queue without requiring another login.
  • ✉️Enterprise Securitybuilt directly alongside agency leaders with bank-grade encryption and E&O compliance at its core.

No software to install, no CRM migration, nothing new for producers to learn. Run Syrup runs silently alongside your existing stack.


Before you book a call

The questions agency owners usually ask first.

How long does setup actually take?+

Most agencies are sending their first check-ins within a week. There's no migration — Run Syrup connects to your AMS and starts running alongside your existing renewal and claims workflow.

Does our team need to learn a new tool?+

No. At-risk alerts show up as tasks inside the AMS your producers and CSRs already use. There's no separate dashboard they're required to log into.

What if our AMS doesn't have an open API?+

Run Syrup can connect through webhooks, a direct API, or an email-to-task sync — so it can plug in even when your system's integration options are limited.

Is policyholder data handled securely?+

Yes — check-in data is encrypted in transit and at rest, and access is scoped to your agency. We're happy to walk through the specifics on a call.

What does it cost?+

Pricing depends on the size of your book. Grab a 10-minute walkthrough and we'll give you a straight number for your agency.


Take control of your policyholder retention.

Try the exact zero-friction mobile experience your policyholders will see on their phone around renewals and claims.

Test the Interactive Demo
No CRM migration. No new dashboard required.