Medicare Retention Intelligence
Upload your carrier commission statements. Retention Guardian tracks every client, flags every drop, and surfaces the names you need to call — before the next enrollment period closes.
7-day free trial·No credit card required·HIPAA-conscious
A
Grade
Book Health Score
Excellent retention
98.7% retention · 850 currently enrolled
Premium at Risk
$6,600/yr
11 lost clients × $600 avg annual premium
Your Book of Business
Current Leads
847
as of Apr 2026
New Enrollees
18
this period
Deads
4
died · moved · other
Fall Offs
15
need a call
Recoveries
4
won back
Net Total
850
currently enrolled
Chase List — 11 clients need a call this week
11 lostMargaret T.
Humana · Lost 23 days ago
Robert D.
Aetna · Lost 31 days ago
Patricia W.
United · Lost 45 days ago
James K.
WellCare · Lost 52 days ago
+ 7 more on your chase list
Your actual dashboard — populated from your real carrier statements.
20–40%
of lost clients recovered with early outreach
$600+
avg annual premium protected per recovery
2 weeks
the window to win a client back before they're gone
How it works
No integrations. No setup calls. Upload a file and you're live in minutes.
01
Drop in commission statements from any carrier — Aetna, Humana, UnitedHealth, WellCare, and more. CSV, Excel, or PDF.
02
We parse every row, match clients across carriers, and flag anyone who disappeared between statement periods.
03
Your chase list shows lost clients with their last carrier, phone number, and days since they dropped. Log every call. Win them back.
Built for agents
From solo agents to multi-agent agencies — Retention Guardian scales with you.
We compare every statement period automatically. If a client drops off, they land on your chase list — not in a spreadsheet you forgot to check.
Log every outreach attempt directly from the chase list. Track outcomes, notes, and when you last spoke — so nothing falls through the cracks.
A live letter grade — A through D — based on your real retention rate. Know at a glance whether your book is healthy or slipping.
Every Monday at 8am, we email you the single most urgent lost client to call that week — name, carrier, and a one-tap call button.
Works with every major Medicare and Medicare Advantage carrier. Upload one or ten — we normalize everything into a single client view.
Agency owners see week-over-week loss trends, book-size trends, and upload freshness across every agent on the team.
Why agents trust Retention Guardian
Built for independents
Designed for solo agents and small agencies — not enterprise software with enterprise complexity.
Know before you lose
Most agents find out they lost a client when commissions shrink. We flip that — you find out the moment they drop.
Your data, secured
HIPAA-conscious architecture. Data encrypted in transit and at rest. Session timeouts. Audit logging.
What agents are saying
“I found out three clients had switched carriers the same week I uploaded my first statement. Called all three. Got two back. That's $1,200 a year I almost walked away from.”
Marcus R.
Independent Medicare Agent · Florida
“Every quarter I'd stare at my commission statement trying to figure out who was missing. Now I just upload it and the chase list is right there. It saves me hours every month.”
Sandra K.
Licensed Insurance Agent · Texas
“We rolled this out to our whole agency team. The agency dashboard gives me a bird's eye view of who's staying on top of their book and who needs a nudge. Game changer for management.”
David L.
Agency Owner · 14 agents · Ohio
Early access testimonials. Real results from beta users.
Start today
Join agents already using Retention Guardian to catch losses early, make the call before it's too late, and protect the book they spent years building.
Get started — 7 days freeView pricing plans · No credit card required