Playbooks
Written for the principal who owns the P&L. Each one covers a specific situation that is worth money, explains how it actually works, and shows how to find every instance of it in a book you already have.
What is sitting in an existing life book, and why it stays unworked.
Dated events you can calculate from data you already hold.
Conservation, and the diligence that comes before any of it.
Every playbook here describes something an agency already owns: a client who has already bought, a policy already paying renewals, a deadline already fixed by a contract signed years ago. None of it requires new leads, new software, or a carrier integration.
What it requires is somebody running the arithmetic across the whole book, keeping it current as dates move, and getting outreach out ahead of each deadline rather than after it. That work sits with nobody in most agencies, which is the entire reason these opportunities survive long enough to be worth writing about.
Pendwell Life is that work as a service. Send a spreadsheet export and the first scan is free: what is in the book, who to call, why, when the deadline lands, and what it is worth. If you would rather check a single policy first, the free calculators run in your browser.
The scan is free and there's nothing to integrate. Tell us about your agency and we'll come back with who to call, why, and what it's worth.