Never let a client relationship
go cold again.
Proactive ERM watches your entire book of business, tells you who to call today, and writes the message for you — so keeping in touch is automatic, not something that slips through the cracks.
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Keep in Touch — relationship monitoring & conversation starters
Proactive ERM dashboard overview
Relationship strength & coverage view
Everything you need to keep every relationship warm.
Relationship monitoring — always on
Proactive ERM watches your entire client book 24/7. When a relationship starts to cool — fewer touchpoints, no recent communication, a key contact changing roles — you get alerted before it becomes a problem.
AI-drafted conversation starters
No more staring at a blank email wondering what to say. Proactive ERM researches what's happening in your client's world and drafts the perfect reason to reach out — personalized, timely, and ready to approve in one click.
Relationship strength scoring
Quantify what was previously instinct. Every client relationship gets a real-time strength score based on communication history, recency, depth, and engagement — so you always know where to focus.
Coverage analysis
Make sure every major client has the right partner paying attention. Proactive ERM identifies coverage gaps before they turn into lost mandates — so no client ever falls through the cracks.
Ready to see it in action?
Book a demo and we'll show you exactly how Proactive ERM works with your firm's existing data.
Book a demo