Retention isn't a campaign — it's a repeatable weekly workflow. This brief walks the loop advisors run on HFG to keep every household current and every policy in force.
Four steps, repeated weekly across the book. Each pass leaves the record stronger than it found it.
Premium changes, stale contacts, callback requests, and inactivity land as ranked signals — not buried alerts.
Pending reviews and callbacks sit in worked queues ordered by risk and age — the week plans itself.
Each review verifies designations, confirms contacts, and captures outcomes — in minutes per household.
Every resolution appends to the canonical record — visible to the household in Vault, evidenced for governance.
The workflow fits inside a normal service week — because the platform does the assembly work.
Open AdvisorOS, take the ranked queue top-down. The highest-risk households come first.
Callbacks and reviews land as scheduled conversations, with the household's full record one tap away.
Close the loop: every signal resolved, escalated, or scheduled. Nothing ages into next week unseen.
Persistency, referrals, and trail integrity are downstream of the same loop. Advisors who run the workflow convert service into growth — with the evidence to prove the discipline.
Walk through AdvisorOS with the HFG team and watch the loop run against real review and callback patterns.