Make renewal opportunities visible before they become retention problems.
Renewal work needs consistent touchpoints, producer ownership, and manager visibility. ChosenCRM turns renewal follow-up into a managed sales motion.
Pain narrative
The follow-up gap this page is built to close.
Renewal work needs consistent touchpoints, producer ownership, and manager visibility. ChosenCRM turns renewal follow-up into a managed sales motion.
Renewal touchpoints are inconsistent.
Producer ownership is unclear.
Client communication is scattered.
Managers cannot see renewal activity in one place.
Workflow proof
A clear action path from first signal to manager visibility.
Renewal queue
Producer call
SMS or email follow-up
Move renewal stage
Set next action
Report activity
Renewal pipeline
Power Dialer
SMS templates
Task automation
ChosenAI summaries
Producer reporting
Feature stack
The stack this workflow needs most.
Product evidence
Real ChosenCRM screenshots, not invented proof.
The vertical sites use the product screenshots already in this repo. No customer logos, fake ratings, or made-up review counts are used.
Agency dashboard
Producer, client, and pipeline activity in one agency workflow.
Renewals
Renewal opportunities become visible follow-up work.
Cross-sell
Cross-sell opportunities can be organized into campaigns and producer queues.
Pricing
$197/user/mo for the core ChosenCRM execution stack.
$197/user/mo with unlimited calls and 1000 SMS included. Volume discounts are available for teams.
Join the Insurance Waiting ListNext step
Pick Insurance. Join the list. Help shape the CRM your team will actually work.
ChosenCRM is built for calls, texts, AI coaching, pipeline movement, automation, goals, reporting, and manager visibility.