myRetentionDesk
For health insurance agencies

Keep every member insured, from one screen.

Keep more members through renewal season. See every late payment, renewal and missing document on a member at once, fix them in one call, and let the carrier's next file confirm what stuck.

  • Everyone's work counted, by AOR, CSR and team
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1:09. Captions on. Sample data. Animation and voice made with AI.

Transcript
  1. It's open enrollment, so we called the member about her renewal.
  2. But her late payment sat in another tool.
  3. The inconsistency sat in yet another.
  4. Because nobody saw all three, the member lost her subsidy and her policy was cancelled.
  5. Now rewind the example, using myRetentionDesk.
  6. Together, the carrier's files show everything open on her.
  7. myRetentionDesk keeps up with the carrier's feeds.
  8. One call, multiple fixes.
  9. Delinquent: paid with me.
  10. Renewal: renewed with binder.
  11. Inconsistency: docs uploaded.
  12. Our work counts the moment we save it.
  13. But nothing is cleared until the carrier's file says so.
  14. The next file clears the late payment and confirms the renewal.
  15. In our example, the inconsistency is still open: the Marketplace hasn't cleared it yet.
  16. It comes off as soon as the carrier's file says it's cleared.
  17. Same member: still active, renewed for 2027.
  18. It's not just these three examples.
  19. However many files it takes, if the files show a concern, we can work it.
  20. myRetentionDesk. Keep members insured, all year. Every renewal and payment checked against the carrier's own file.
  1. 1Reads the carrier's daily filesEvery member, as the carrier's own reports state them.
  2. 2Your CSR fixes every open issue in one callLate payment, renewal and documents, each saved with one press.
  3. 3The next file confirms what stuckWhat it does not confirm stays open, so nothing is lost.
The problem

Each tool holds part of the member

Most agencies keep a member's story in several places: a CRM for sales, an agency management system for policies, and a service desk or a spreadsheet for problems. Nobody sees the whole member, so a late payment or a missing document can end a policy nobody was watching. When a member lapses, the agency loses the renewal and the commission that comes with it.

A CRM

Holds the call list and the result

Misses whether the carrier ever saw the fix.

An agency management system

Holds the policy

Misses today's late payment and open documents until someone goes looking.

A service desk or spreadsheet

Holds the ticket

Misses the rest of the member's story.

myRetentionDesk

Holds all of it, from the carrier's own files

And checks every renewal and late payment against the carrier's next file.

Recorded, then confirmed

The carrier's next file has the last word

A renewal or a payment is a claim until the carrier's own file agrees. Your CSR's work counts the moment it is saved. The member comes off the list only when the carrier's file says so.

  1. RecordedSaved on the callThe member paid while your CSR was on the phone. One press: Paid with me. It counts on her day at once, and the case waits as Waiting to clear.
  2. ConfirmedThe next file agreesWhen the carrier's next late-payment file no longer lists the member, the case closes by itself and the reports count it as cleared.
  3. Still openOr it does not, yetAnything the file does not confirm stays open and visible. Nothing is quietly erased, and nobody has to remember to check.
The Update card after a save: the Delinquent line shows Waiting to clear, Paid with me, Nov 10.
After the save: Waiting to clear
History: Nov 10, 10:42 PM, Paid with me, with the note and the CSR's name.
On the record: who, what and when
The working screen

Everything for the call, side by side

Your CSR's list on the left. What to record, and the member, in the middle. The renewal's new price beside today's, and the payment details, on the right. No tab to open, nothing to look up.

The myRetentionDesk working screen in the demo: a search result list, the Update card with a late payment and a renewal open, the member's information, benefits with the renewal price, and payment details. Sample data from the demo. See it piece by piece.
What else it does

Built for one job: keeping a member insured all year

The carrier's files are the source of truth

Each member is shown exactly as the carrier's own daily reports state them, with the date of the file that said so.

New work lists without a rebuild

Any combination of the carrier's reports becomes a list to work: website not registered, rewards not used, autopay off, and more. If the files can show it, your team can work it.

Every action on the record

Who, what and when, for every press, in a history nothing can rewrite. Even an undo is recorded. Results line up with your dialer's own dispositions.

Secure by default

An authenticator code to sign in outside the office, an office network check, a lock after wrong guesses, one session per person, and screens by role.

Before you ask

Plain answers

What does it need from us?

The reports your carrier already provides: the book of business, late payments, renewals, missing documents, applications and cancellations. myRetentionDesk keeps up with them every day.

Does it replace our CRM or agency management system?

No. Sales stay in your CRM. myRetentionDesk is where your CSRs work the book after the sale, and where managers see what the carrier confirmed.

Who can see member information?

Only signed-in staff, and each role sees its own screens: CSR, manager, admin. Outside the office, signing in takes an authenticator code, and every action is on the record.

Does it work with our dialer?

Its one-press results line up with the dialer's own dispositions, so the call and the record say the same thing.

What do Delinquent, Inconsistency and Waiting to clear mean?

They are the app's own words. Delinquent: the carrier's file shows a late payment. Inconsistency: the Marketplace needs documents from the member before it clears them. Waiting to clear: your CSR saved a payment on the call, and the case waits until the carrier's next file shows it.

What does AOR mean on this site?

Agent of record: the licensed agent the carrier lists on the policy. Work is counted by AOR, by CSR and by team.

How long does setup take, and what does it cost?

It depends on your book and your carrier's reports. Write to hello@myretentiondesk.com and we will walk you through it.

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