The problem
Your renewal calendar looks stable. It might not be.
Most of a commercial brokerage's revenue renews automatically — until it doesn't.
The problem isn't that leaders don't care about retention. It's that the information they'd need to act on it doesn't live anywhere they can see it.
Your producers know their accounts. Your account managers know their service work. But when a CFO goes quiet, when a key contact shifts to a competitor, when a top-tier account hasn't had an executive touch in six months — nobody sees it coming.
- The decision-maker stopped responding three months ago
- Every meaningful relationship runs through one producer
- Service activity looks healthy but commercial engagement has stalled
- There's been no executive contact on a top-10 account since last renewal
By the time anyone notices, remarketing is already underway.
Why this is hard to fix
The relationship lives in their inbox, not your systems.
Your revenue activity is fragmented across a dozen systems. Your CRM holds 40% of the story. Email and calls hold the rest. Backstory connects all of it automatically — no exports, no manual entry.
Shared ownership with no clear picture
A producer, account manager, service lead, and specialist all touch the same client. Who actually owns the relationship? Most firms can't answer that question confidently.
Renewal revenue you can't
see clearly
80%+ of your revenue is already sitting in next year's renewal calendar. But distinguishing secure renewals from vulnerable ones requires data that lives in email threads and calendar invites — not your AMS.
Producer concentration you can't measure
Some books look diversified. They're not. The relationships are concentrated inside one person's Outlook. When that producer retires or gets recruited, you find out how concentrated the book really was.
The solution
See what's happening across your book — before renewal season.
Backstory automatically captures meetings, emails, and stakeholder engagement across your client relationships. No manual entry. No relying on producer self-reporting.
Relationship coverage
Engagement trends 90 days before renewal
Producer dependency by account
Renewal confidence from activity
How it works
Four steps. No manual work.
Connect your tools.
Listens to your calls.
Get relationship maps automatically.
See risk before it surfaces.
What good looks like
A brokerage with 200 accounts and 12 producers shouldn't need a spreadsheet to answer: which renewals are actually at risk this quarter?
With Backstory, that answer takes 30 seconds, not three days.
Request a demo
See what's at risk in your book
We'll show you how Backstory maps relationship health across your accounts — in a 20-minute conversation. No pitch deck. Just your questions and a live look at the product.
Free guide
Relationship clustering analysis
How to identify single-threaded accounts, renewal vulnerability clusters, and producer concentration risk — before they become retention problems.
Which deals are real?
Know before the call. Spot risk before it becomes a miss. Cover the quarter before it closes.
