SERVICES
Keep your clients in the loop.
Aspect Retention System is a fully pre-configured email and SMS communication system built to streamline client follow-ups. It automatically verifies policy information, confirms coverage details, and ensures every client receives consistent, professional communication without any manual effort from the agent.
1 form - 1 year
Once the agent completes a simple one-time form, ASPECT RS handles everything else automatically. As long as the client opts in, they’ll receive scheduled touchpoints, payment reminders, and policy updates for a full year—no manual follow-up required.
Transparency
ASPECT RS ensures every message sent—whether by email or SMS—meets compliance standards and maintains a clear audit trail. This protects both you and your clients while reinforcing transparency and professionalism in every interaction.
Always in touch
Even during holidays or downtime, ASPECT RS maintains contact with clients through personalized touchpoints. It keeps them engaged, reassured, and aware of their policy status—building stronger loyalty and reducing client drop-off.
Payment Protection
With built-in payment reminders and confirmation messages, ASPECT RS helps prevent missed payments, declined cards, and chargebacks. By keeping clients informed before issues occur, it safeguards both the client’s policy and your business reputation.