Inside Vera
See the health of your book before the statement arrives.
Your customers start shopping long before they fall off your book. Vera analyzes millions of online and offline intent signals to identify when someone in your book is back in market — while you still have time to save the relationship.
Vera continuously compares real-time intent signals against your existing customer book. When a customer shows signs that they may be back in market, your team gets the intelligence needed to act — before that customer becomes another lost-policy statistic.
Identify customers showing fresh market activity, as it happens.
Focus your team on the customers who need attention now.
Reach out while the relationship can still be protected.
Who in my book needs attention today?
Securely provide the customer data needed for matching and monitoring.
Our system analyzes millions of online and offline intent signals across the market.
When market activity connects to someone in your book, Vera creates a retention opportunity.
Send the alert to your dashboard, CRM, dialer, webhook, API, or assigned agent.
Track which customers returned to market, which agents responded, and which relationships were saved.
You already have agents, account managers, retention scripts, and customer outreach. The problem is knowing who to contact and when. Vera gives your existing team a reason to reach out at the moment the customer may be reconsidering their coverage — not 30 days later when the policy is already gone.
Call the right customer at the right moment — not your entire book, and not after they leave.
Vera can help agencies, brokers, FMOs, and distribution organizations understand the quality of the business being written across their network.
Your CRM holds the records. Vera provides the reason to act.
Protect the customers you worked hard and paid to acquire.
Know which clients may need help before another agent reaches them.
Compare retention quality across agents, agencies, and downlines.
Turn market activity into actionable customer intelligence at scale.
Vera evaluates a broad network of online and offline market activity, matches relevant signals to your book, and delivers actionable insights through secure workflows. Your team doesn't need to interpret millions of raw events — Vera turns them into clear retention opportunities.
No. A signal indicates fresh market activity and an opportunity to reconnect. It is not a guarantee that the customer will change coverage.
Vera is designed to surface relevant activity in real time or near real time, depending on the signal and integration.
Through the Vera dashboard or supported CRM, API, webhook, dialer, and notification workflows.
Yes. Multi-agency reporting can show retention activity across teams, agents, states, products, and enrollment periods.
No. Vera helps prioritize customers based on the recency, strength, and relevance of detected activity.
No. Vera adds external market intelligence to the systems and workflows you already use.
Leave your info and we’ll be in touch within one business day. No pitch deck. No pressure.
You've already spent the money to acquire the customer. Now give your team a chance to keep them.
No endless presentation. No generic retention lecture. We'll show you how Vera can help protect your actual book.