Team-wide visibility on every renewal in the book
When a book is shared across a team, the risk isn't one missed renewal - it's not knowing which agent is on top of theirs and which isn't. RESPADE gives the agency one shared view, with performance visible at every level.
Renewal rate by team - illustrative view
Shared records, clear ownership, visible performance
The whole team works one connected book, while leads see how it's performing - by agent, by team and across the agency.
Shared client records
One profile per client, worked by whoever picks it up - no duplicated files, no lost context on handover.
Agency-level performance
Renewal and lapse rates rolled up by agent, team and the whole agency, so you see where attention is needed.
Risk visible across the book
Lapse risk aggregated across every agent's renewals, so the agency's exposure is never a surprise.
Clear ownership
Every renewal and claim has an owner, so nothing sits in the gap between two desks.
Role-based access
Agents, team leads and admins each see the right scope - no more, no less.
Onboarding that scales
Bring an existing book and a full team into one place without losing history.
The right view for every role
Their own book - assigned clients, renewals and follow-ups, ranked by risk.
Their team's combined book, with per-agent renewal performance and workload.
The whole agency - aggregated lapse and renewal rates, access control and onboarding.
Role-based access keeps client and document data visible only to the people who should see it. The full picture of how data is handled is on the security page.
Give your whole agency one view of every renewal.
Talk to us about onboarding your book and team - Agency and Brokerage plans include guided setup.