Login

Request a Demo

Retain Advisor

For brokers, consultants, and advisors who need faster prep, stronger insights, and better account conversations.

Clients and prospects expect cost containment strategies, utilization insights, and clear recommendations quickly. Retain Advisor gives you a real-time, data-backed view of every account so you can lead with insight instead of manual prep.

Start With a Company Name

Retain Advisor generates immediate account intelligence using publicly available data with no inputs required.

It surfaces workforce dynamics, risk signals, and areas of opportunity so you can quickly understand where to focus and how to lead the conversation.

Eliminate Manual Prep

Preparing for renewals and client meetings today means pulling data from multiple sources, stitching it together manually, and building the story from scratch.

Retain Advisor removes that bottleneck entirely, giving you structured, account-ready insights in minutes.

Turn Insights Into Action

Identify cost-saving opportunities, uncover underutilized programs, and benchmark accounts against similar organizations.

Retain Advisor helps you walk into every meeting with a clear, data-backed point of view without the prep time.

Retain Advisor overview showing faster account prep, cost optimization insights, and data-backed recommendations, including account intelligence, narrative building, and benchmarking features

Save Time. Strengthen Every Account Conversation.

Image showing a bar graph trending upward

Improve ROI Across Client Accounts

Quickly identify gaps, redundancies, and opportunities across each account so you can guide smarter investment decisions and bring more value to every client.

Image showing a bar graph trending upward

Surface Strategic Cost Opportunities

Understand where cost pressure is likely coming from and where there are opportunities to optimize, so you can lead more informed cost containment conversations.

Lead with a Clear Point of View

Walk into every meeting with a structured, data-backed perspective on the account, so you can guide the conversation instead of reacting to it.

Strengthen Client Strategy and Retention

Show up with deeper insight and more relevant recommendations, helping you build trust, differentiate your approach, and strengthen long-term client relationships.

Reduce Prep Time Across Every Account

Replace manual research and fragmented data gathering with instant, structured account insights so you can spend more time on strategy and less on prep.

You cannot manage what you cannot see. Companies already invest heavily in benefits and tools, but without real time demand data, most of that value never reaches employees. The future of workforce strategy is aligning investments to what people actually need.
Charlotte Dales, Co founder and CEO of Inclusively
☆☆☆☆☆
You cannot manage what you cannot see. Companies already invest heavily in benefits and tools, but without real time demand data, most of that value never reaches employees. The future of workforce strategy is aligning investments to what people actually need.
Charlotte Dales
Charlotte Dales, Co founder and CEO of Inclusively
Charlotte Dales, Co founder and CEO of Inclusively
Employees are not struggling because support is missing. They struggle because access is complicated. When organizations make support discoverable in the moments employees need it, productivity rises, costs fall, and retention improves.
Sarah Bernard, Co founder and COO of Inclusively
☆☆☆☆☆
Employees are not struggling because support is missing. They struggle because access is complicated. When organizations make support discoverable in the moments employees need it, productivity rises, costs fall, and retention improves.
Sarah Bernard, Co founder and COO of Inclusively
Sarah Bernard, Co founder and COO of Inclusively
Sarah Bernard, Co founder and COO of Inclusively
We need flexibility for women in the middle layers of a company. These are the people who have the institutional knowledge of how things work; they've been here for a significant amount of time. They are in the prime of their careers but also starting families. We don’t want to lose them. If they had more flexibility, retaining them would be much easier. We’ve done a good job in building programs for this, but many other organizations are still struggling.
Judy Miller, Chief of Staff for Jamie Dimon at JP Morgan
☆☆☆☆☆
We need flexibility for women in the middle layers of a company. These are the people who have the institutional knowledge of how things work; they've been here for a significant amount of time. They are in the prime of their careers but also starting families. We don’t want to lose them. If they had more flexibility, retaining them would be much easier. We’ve done a good job in building programs for this, but many other organizations are still struggling.
Judy Miller, Chief of Staff for Jamie Dimon at JP Morgan - Premium Guide
Judy Miller, Chief of Staff for Jamie Dimon at JP Morgan
Judy Miller, Chief of Staff for Jamie Dimon at JP Morgan
People have been able to personalize almost every aspect of their lives. Everything is tailored, everything has an algorithm. The pandemic really provided the first opportunity to personalize work for a lot of people. Now, people want to tailor how they work. As long as it makes them productive and makes them more likely to stay — and doesn’t create an extra layer of administrative tasks for their managers — it’s a win.
Jon Singel, VP, Talent Acquisition at Lyft
☆☆☆☆☆
People have been able to personalize almost every aspect of their lives. Everything is tailored, everything has an algorithm. The pandemic really provided the first opportunity to personalize work for a lot of people. Now, people want to tailor how they work. As long as it makes them productive and makes them more likely to stay — and doesn’t create an extra layer of administrative tasks for their managers — it’s a win.
Jon Singel, VP, Talent Acquisition at Lyft - Premium Guide
Jon Singel, VP, Talent Acquisition at Lyft
Jon Singel, VP, Talent Acquisition at Lyft

Retain Advisor gives you the data to lead every client conversation with confidence.

See where clients are overspending, where opportunities exist, and where small adjustments can reduce costs and improve outcomes.

Request a Demo