Free Excel Retention Macro

Knowing your Client Retention is Critical to Profitability

One of the most important Key Performance Indicators (KPI) affecting long term Agency profitability is regular tracking of client retention. Yet many Agencies rarely run this report. The reason for this is simple: up until now such reporting has been difficult and time consuming. The Alexant Retention Macro changes this, making the running of this report much easier.

Download Now

Get a Sneak Peak

Save Time and Gain Insight on your book of business
Learn how retentions are effecting your profitability
Establish Better Process with rapid reporting
Gauge the effectiveness of your retention efforts
Download Now

The Macro Provides

Calculations for Retention, New Business, Lost Business and the differences on Retained Accounts
Use of Production or Billing Screen Data
An easier way to analyze and maintain Client Retention
11 Page Step By Step Guide Included
Download Now


For over 25 years, Alexant Systems Corporation, a Managed Service Provider (MSP), has combined unparalleled experience in Insurance Agency operations, insurance line of business software applications and technology solutions to meet the specialized need of Insurance Agencies all across the U.S.

We’re Proud Of Our Client’s Success

It was critical for us to find a company that understood our business and the technology to make it run efficiently. Our relationship with Alexant has been a true partnership.”  
Mary Ann Wood
Insurance Associates Agency
One of the best calls our agency made was to Alexant and Sue Good! We gained a business partner that continues to assist in our agency growth and efficiency!”
Jesse Konold
Key Insurance Inc.
Alexant is helping us with our biggest project to date, transitioning from Applied TAM to Applied EPIC.  I highly recommend Alexant to anyone wanting to get the most out of their Applied investment."
Ann Fandrey
Waypoint Insurance Advisors
Get your free download now

Free Excel Retention Macro Tool

Thank you! Click Below for access!
Download NowRetention Macro Written Guide
Oops! Something went wrong while submitting the form, please try again.