Catch Quiet Churn Before Policy Renewal.
Run Syrup connects to the AMS you already run — EZLynx, HawkSoft, Vertafore, Applied Epic, or AgencyZoom — and turns renewals, claims, and premium increases into prioritized daily action for your team.
Your AMS runs the agency. Run Syrup tells you who to call today.
Two different jobs, working side by side — your system of record doesn't move.
Your AMS / CRM stack
- Stores customer profiles, policies, and renewal dates
- Tracks commissions, carrier workflows, and quoting
- Works with EZLynx, Vertafore, AgencyZoom, HawkSoft, and more
- Core question: "What policies do we manage?"
Run Syrup
- Reads the signals your AMS already has — rate hikes, claims, renewal dates
- Layers in real-time policyholder sentiment on top
- Prioritizes high-LTV commercial and multi-line accounts
- Core question: "Who should my team call today?"
Most tools send a notice. Run Syrup hands over a retention playbook.
We don't just flag an unhappy client — we hand your producers the script, context, and re-quote strategy needed to save the account.
Standard CRM alerts
- ✕Drops a generic "Account #4092 is unhappy" notice
- ✕Forces CSRs to dig through 10 AMS screens for context
- ✕No script, re-quote strategy, or recommended playbook
- ✕Result: the call gets delayed until the policy non-renews
Run Syrup playbook
- ✓Target & timing: reaches the Fleet/Commercial decision-maker 58 days out
- ✓Root cause: pinpoints the 24% Auto Liability hike plus an open windshield claim
- ✓Complete playbook: hands the CSR a script and pre-populated re-quote paths
- ✓Result: account saved in a single 3-minute call
The 6-point retention engine
Every alert is a fully formed task pushed natively into your existing AMS queue.
Who to call
Prioritizes high-LTV commercial or multi-line accounts, so producers protect the accounts that matter most.
Why they're unhappy
Surfaces the exact friction — rate spikes, claim delays, service issues — so no one walks in blind.
When to intercept
Triggers 50–60 days before expiration, giving producers real time to remarket or rewrite.
What to say
Equips CSRs with a proven, empathetic script tailored to the exact complaint — zero prep time.
How to save it
Pre-populates re-quoting paths, endorsement options, and carrier bundling alternatives before the call.
Where it fires
Tasks land directly in your existing AMS queue — EZLynx, HawkSoft, Applied Epic. No new logins.
Managed setup and pipeline maintenance
About 10 minutes of onboarding on your end — our team builds, maps, and maintains your retention pipelines, whatever your tech stack. Zero staff retraining: CSRs work these tasks inside their existing queue, and agency principals get an automated monthly executive digest.
It doesn't stop at saving the account
Once retention is running, the same signals turn happy renewals into reviews, referrals, and cross-sell.
Google reviews
Routes satisfied advocates straight to your Google review link to boost local SEO and trust.
Referral engine
Prompts happy policyholders at peak goodwill to introduce friends and commercial contacts.
Smart cross-sell
Flags receptive, highly satisfied accounts for timely umbrella or commercial coverage expansion.
See it for yourself
This is the exact mobile check-in your policyholders get 60 days before renewal. Try it below — nothing is saved.
Intercepts rate concerns privately, offers an account review, and fires a high churn risk task directly to the producer or CSR.
Confirms renewal with zero friction and routes them straight to your Google review link or referral reward page.
Account LTV value: $12,500 annual commission
Renewal expiration: In 52 days
Risk triggers: 22% premium hike + claim friction
Action requested: Producer outreach & discount review
Routing channel: Webhook / API / email-to-task
Status: Ticket #1084 auto-created
Frequently asked questions by agency owners
The most common questions we hear before an agency deploys Run Syrup.
Does Run Syrup replace our AMS or CRM?
No. Whatever platform you run — Vertafore, EZLynx, AgencyZoom, HawkSoft — it stays your system of record. Run Syrup sits on top, watching for risk and pushing tasks back into your team's everyday workflow.
Will producers and CSRs have to learn new software?
No. Account managers never log into Run Syrup directly — retention tasks appear in their standard task list, while agency principals get an automated executive digest.
What's the ROI for our agency?
A multi-line personal or commercial account typically generates $1,500–$3,000+ in annual renewal commission over a 5-year average lifespan — $7,500–$15,000+ in LTV. Intercepting just 1–2 at-risk accounts a month protects $90,000+ in lifetime revenue.
Protect your agency's renewal book
Book a 10-minute executive call to see how Run Syrup integrates with your agency stack. No commitment required.
Schedule an executive call →