Intent-based retention signals

Know the moment your client starts shopping.

Callvera monitors inbound call publisher data in real time. The moment one of your clients calls to shop for a new policy, we match their number to your book and alert you instantly, before a competitor closes them.

Get started See how it works

< 60s

from signal to alert

Real-time

database match

1 call

is all it takes to lose them

Callvera Signal Feed

Just now

Client is back in market

Phone matched your book, signal received 23 seconds ago

Maria Benson

Auto + Home, client since 2019

$8,400/yr

5-year client

Signal source

Intent category: auto policy quote request detected on the call path.

Earlier today

TK
Tom Kaplan
2h ago
SMS sent
LF
Linda Foster
4h ago
Retained

How it works

Know they're shopping before it's too late

Most agencies find out a client is leaving after the fact. Callvera surfaces matches against your book in real time, so you can reach them while you still have a shot.

Step 01
Real-time book lookup
We match intent signals to your client database as they happen. When it's your client, you see who it is, their policies, premium, and tenure with your agency.
Real-time match
Step 02
You get alerted instantly
Your agency is notified the moment the match is confirmed, with the client's name, policy details, and annual premium, so you can act before anyone else does.
Instant alert
Step 03
Reach them first (Premium)
Premium subscribers can send a personalized SMS directly to the client from within Callvera, getting your message in front of them before a competitor even calls back.
Premium feature

The problem we solve

Your clients are shopping right now. You just don't know it yet.

Retention isn't just about service, it's about timing. Most agencies find out a client left when the cancellation notice arrives. Callvera tells you while there's still time to act.

1 in 4

Clients shop around at renewal

A significant share of your book is quietly getting quotes from competitors every renewal cycle, without ever telling you.

Minutes

Is your window to intervene

Inbound call publishers route consumers to carriers fast. The first agent to reach back wins. Speed is the only advantage that matters.

100%

Of your existing clients are at risk

Callvera watches your entire book, not just the clients you remember to check on. Every match is a retention opportunity you would have otherwise missed.

Plans

Simple, straightforward pricing

Connect your book and start receiving signals. Upgrade to Premium for real-time SMS and full book risk analysis. Enterprise adds admin, compliance, and scale.

Basic

Signal alerts

Get notified the moment a client's number matches an inbound signal. Know who's shopping before anyone else does.

Real-time phone number matching
Instant in-app alert on every match
Client name, policy type & annual premium surfaced
Full match history & signal log
SMS outreach to matched clients
Book-wide retention risk analysis & scoring

Get started

Premium

Signal + outreach

Everything in Basic, plus the ability to SMS your client the moment a signal fires, and risk scoring across your entire book.

Real-time phone number matching
Instant in-app alert on every match
Client name, policy type & annual premium surfaced
Full match history & signal log
SMS outreach to matched clients in real time
Book-wide retention risk analysis & scoring

Get started

Enterprise

Agency-wide operations

For multi-location agencies and carrier programs. Advanced admin, compliance-ready logging, and dedicated rollout support.

Everything in Premium
Multi-agency admin, roles & audit trails
SSO, security review & subprocessors documentation
Volume pricing, SLAs & custom integrations
Dedicated customer success & training
Optional on-prem or VPC deployment paths

Contact sales

Reviews

Agencies that caught the signal in time

Real results from agents who knew before their clients walked out the door.

“We got an alert on a client who'd been with us eight years. I sent an SMS within two minutes and she called me back immediately. She had no idea we had this kind of technology. Retained.”

“I always assumed clients would call me if they were unhappy. Callvera showed me three clients shopping in one week, none of whom had said a word. That changed how I think about retention entirely.”

“The risk analysis on Premium is eye-opening. I didn't realize how much of my book was quietly at risk until I saw it scored. Now I'm proactive instead of reactive.”

“I always assumed clients would call me if they were unhappy. Callvera showed me three clients shopping in one week, none of whom had said a word. That changed how I think about retention entirely.”

“The risk analysis on Premium is eye-opening. I didn't realize how much of my book was quietly at risk until I saw it scored. Now I'm proactive instead of reactive.”

“Our producers used to find out about shopping when the dec page went elsewhere. Now the alert hits before lunch and we have a playbook. Our hit rate on saves is up double digits.”

“The risk analysis on Premium is eye-opening. I didn't realize how much of my book was quietly at risk until I saw it scored. Now I'm proactive instead of reactive.”

“Our producers used to find out about shopping when the dec page went elsewhere. Now the alert hits before lunch and we have a playbook. Our hit rate on saves is up double digits.”

“I dismissed 'intent data' until I saw a match with full policy context next to the client name. One call, one honest conversation, and they stayed. The ROI was obvious in the first month.”

“Our producers used to find out about shopping when the dec page went elsewhere. Now the alert hits before lunch and we have a playbook. Our hit rate on saves is up double digits.”

“I dismissed 'intent data' until I saw a match with full policy context next to the client name. One call, one honest conversation, and they stayed. The ROI was obvious in the first month.”

“The signal log is our morning huddle. Who matched overnight, who we contacted, who needs a second touch. It's the first tool that makes retention feel operational instead of hopeful.”

“I dismissed 'intent data' until I saw a match with full policy context next to the client name. One call, one honest conversation, and they stayed. The ROI was obvious in the first month.”

“The signal log is our morning huddle. Who matched overnight, who we contacted, who needs a second touch. It's the first tool that makes retention feel operational instead of hopeful.”

“We got an alert on a client who'd been with us eight years. I sent an SMS within two minutes and she called me back immediately. She had no idea we had this kind of technology. Retained.”

“The signal log is our morning huddle. Who matched overnight, who we contacted, who needs a second touch. It's the first tool that makes retention feel operational instead of hopeful.”

“We got an alert on a client who'd been with us eight years. I sent an SMS within two minutes and she called me back immediately. She had no idea we had this kind of technology. Retained.”

“I always assumed clients would call me if they were unhappy. Callvera showed me three clients shopping in one week, none of whom had said a word. That changed how I think about retention entirely.”

Your clients are shopping.Are you watching?

Connect your book and start receiving signals. Setup takes minutes.

Get started Contact us

Know the moment your client starts shopping.

Know they're shopping before it's too late

Real-time book lookup

You get alerted instantly

Reach them first (Premium)

Your clients are shopping right now. You just don't know it yet.

Clients shop around at renewal

Is your window to intervene

Of your existing clients are at risk

Simple, straightforward pricing

Signal alerts

Signal + outreach

Agency-wide operations

Agencies that caught the signal in time

Your clients are shopping.Are you watching?