For final expense agents

Built by a working insurance broker — 15 years in financial services

You don't get paid for what you sell. You get paid for what stays

Your carrier advances you most of year one before the policy has proven anything. Miss one draft and it comes back out of your check. GetClarix catches the missed payment before the policy lapses.

Book My Retention Walkthrough

The moment you write a policy, the clock starts ticking

Clients drift. Payments fail. Policies lapse. Chargebacks hit. And by the time you find out, the commission is already gone.

Three things quietly drain a healthy book:

The advance
isn't income yet

Carriers front most of year-one premium before the policy has proven anything. You spend it. The clock is still running.

The lapse is
usually admin

A card expires. A draft date moves. A tight month passes quietly. The client never decided to cancel, nobody caught it in time.

The chargeback
isn't the end of it

Left unpaid it becomes a debit balance, and that gets reported to Vector One. It can block your next carrier appointment. The money is only the first thing you lose.

The leak isn't in your selling. It's in the twelve months after.

THE RETENTION ENGINE

One missed payment. Four steps to catch it.

Abstract: a missed-payment notice arriving

1 · Detect

Most carriers already email you when a payment is missed. That notice forwards straight into your GetClarix inbox.

Abstract: a notice parsed into a date and an amount

2 · Read

GetClarix pulls out the policyholder, the amount owed, and the date the policy lapses.

Abstract: a message reaching out across channels

3 · Reach

Your client gets a text and an email automatically, while the policy is still savable.

Abstract: a payment recovered before the lapse

4 · Recover

The payment gets fixed before the lapse. Before the chargeback. Before Vector One hears about it.

For the carriers that send nothing, one entry starts the same sequence.

WHAT ACTUALLY HAPPENS

From the walkthrough to live on your book

STEP 1

The walkthrough

Forty-five minutes. We go through your book: which carriers you write, and how each one tells you a payment has failed.

STEP 2

Your carrier list

We start with the handful of carriers that carry most of your volume. Not all twenty at once.

STEP 3

Your GetClarix inbox

You get a dedicated forwarding address. Carrier notices land there and get read automatically.

STEP 4

Sequences go live

Text and email, written for your book, running in an account that is yours alone. Not a shared inbox.

STEP 5

It runs

Every policy you write from that day gets the same twelve-month watch. You go back to selling.

DEPLOYMENT MODEL

Built for your book, run for you

Done for you, end to end

The GetClarix team connects your carriers and writes the sequences. You configure nothing.

Your own account, not a shared inbox

Every agent runs separately, so your policyholders and your book stay yours.

The system does the chasing

Every notice that comes in gets worked, at any hour. You step in when a client wants a person.

🛡️

THE GUARANTEE

Every policy gets watched, or you stop paying

We will not promise you a retention number. Your carriers, your book and your clients decide that one. We guarantee the part we control: every policy you write gets a defined retention path for its first twelve months, and every carrier notice that reaches GetClarix gets worked. If that stops being true, you stop paying until it is true again.

Book My Retention Walkthrough

Is this right for your book?

Who this is for

Final expense agents writing on advance commission

Anyone who has had a chargeback land months after the sale

Agents writing enough that chasing every missed draft by hand stopped being realistic

Agents who would rather keep the commissions they have earned than write more to replace them

Who this is not for

Brand new agents with no policies on the books yet

Agents looking for more leads. This does not sell anything new

Captive agents who cannot change how their book is serviced

Frequently asked questions

Is this a course or coaching program?

No. Nothing here is taught to you to go and implement. The GetClarix team builds and deploys the system inside your existing setup, and you go back to selling.

How long does the build take?

We scope it on the walkthrough, because it depends on how many carriers you write and how each one tells you a payment failed. The retention sequences are built first, because they are the fastest thing to show you something.

What's the guarantee?

Every policy you write gets a defined retention path in its first twelve months, or you stop paying until it does. We guarantee the process, which we control, rather than an outcome that depends on your carriers, your book and your clients.

What if my carrier doesn't email me about missed payments?

Most of them do, and that notice is what GetClarix runs on. For the ones that don't, you enter the policy once and the same sequence starts. Nothing about the follow-up to your client changes.

Do you need access to my carrier portals or my commissions?

No. GetClarix never touches your carrier logins and never touches your money. It reads the notices your carriers already send you, and it handles the follow-up to your client.

Do I need to already use GoHighLevel?

No. The system is built to sit alongside what you already run. Moving your book into a new platform mid-year is exactly the kind of disruption that causes the lapses we are trying to prevent.