$148,000 in renewals, going quiet.
The dashboard crue builds for insurance agencies, from the tools you already use.
Renewals at risk
Updated 6 minutes agoRenewing in 90 days
$412,000
11 accounts
At risk
$148,000
4 accounts
Untouched 30+ days
7
accounts
Saved this quarter
$96,000
3 accounts
HubSpot
Renewal 12 days out. Last logged activity 47 days ago.
QuickBooks
Paid every invoice on time for 3 years.
Gmail
Their ops lead asked about the service tier Feb 12. No reply sent.
Calendar
Quarterly review on your calendar at 11:30 today.
What I already did: Pulled last year's scope and the two open service tickets into your prep doc. The Feb 12 reply is drafted and waiting.
HubSpot
Champion left in February. No new contact assigned.
QuickBooks
Current. Smallest account in the book.
Gmail
New facilities director introduced herself Feb 20. Nobody replied.
Calendar
Nothing scheduled.
What I already did: Drafted an intro note to the new director with the three most relevant service records for their site.
HubSpot
Expansion conversation open since January.
QuickBooks
Took a 12% volume increase in Q4.
Gmail
Active thread about adding their second plant.
Calendar
Follow-up call on the 22nd.
What I already did: Tracking the expansion thread. I will pull volume numbers into a proposal draft the day before your call.
HubSpot
Two stakeholders, both engaged.
QuickBooks
Pays on day 28 like clockwork.
Gmail
Normal traffic, nothing outstanding.
Calendar
Site walk booked for the 19th.
What I already did: Nothing needed yet. I will raise this at 30 days out if the site walk does not happen.
HubSpot
Verbal commitment already given.
QuickBooks
Paid early twice this year.
Gmail
Active and warm.
Calendar
Renewal paperwork call on the 14th.
What I already did: Renewal docs are drafted and staged. Nothing needed from you until the 14th.
Select any account to see what the four systems say about it.
Built in your first month of Concierge, from the systems you already use. It updates itself. You do not maintain it.
This dashboard watches every renewal from 90 days out. It reads HubSpot for the last time anyone touched the account, QuickBooks for payment history, Gmail for unanswered questions, and Calendar for what's actually booked.
What it replaces is the spreadsheet an account manager keeps, trying to remember which renewal is 12 days out and which is 74, updated whenever there's time. On a busy week, there's no time.
What stays human is the call. crue pulls last year's scope and the open service tickets into your prep doc, and drafts the reply to the question nobody answered. You still make the call, and you still close the renewal.
crue Concierge.
$1,500 a month.This is the system crue builds first inside Concierge: done with you, month to month, cancel any month. How the money works →
One call is where we find out.
Four fields, then pick a time that works. Twenty-five minutes later you know where AI pays off first in your business, and what to do about it, whatever you decide about us. If the fit isn't there, we say so first.
You'll meet Ryan Christensen, crue co-founder. 20 years in enterprise operations.
Prefer email? contact@gocrue.com works too.
Thanks. Ryan will reach out shortly, usually same day.