No client goes cold on you again.

Kelp watches every account, follows up on the one going cold, remembers what the client tells you, prepares the renewal and proposes the expansion.

Your portfolio

240,000€/year+€21,000

HealthyGoing coldGrowing
Meridiana
Atalaya
Norte Seguros
Brava Energía
Castell Foods
Grupo Lince
Nortia
Arteaga

How does Kelp look after a client account?

01

No silence goes unnoticed.

Kelp checks every day how each account in your portfolio is doing. None spends weeks in silence without anyone acting.

Checks the last contact with each account
Spots the account going cold
Writes the follow-up and you approve it
Accounts
Last contactActivity
MEMeridiana2 days
NSNorte Seguros3 daysToday
ARArteaga5 days
ATAtalaya1 day
GRGrupo Robles4 days
Follow-up
To ÍÍñigo

Íñigo, how is the launch going?

SendSent
You
02

You find out first.

Kelp follows what is published about each client and its competitors. You call before the client tells you.

Reads the press, appointments and the sector
Picks what affects your account
Suggests what to do, with the message
Economy
Business
Insurance
Lucía Prieto, new CFO at Norte Seguros
Contact
LPLucía PrietoAtalayaCFO · Norte Seguros
Atalaya project · 2023 Congratulations, LucíaReview
03

The renewal prepares itself.

Kelp tracks the date of every contract and prepares the renewal months ahead. The client receives it before asking.

Gathers everything delivered during the year
Summarises the results with their figures
Writes the renewal proposal
3 months ahead Today1 Jul NSRenewal1 Oct Dossier ready
Delivered47
Results+0 %
2027 proposalNS
Send to ÍñigoSent
You
04

It remembers what the client tells you.

The client mentions a marathon, a promotion or a house move. Kelp remembers for you and the client notices that you care.

Notes what comes up in meetings and emails
Knows which day to congratulate or ask
Leaves the message written, ready to send
Íñigo9:40

I'm running the marathon on Sunday.

ÍÍñigoNorte Seguros
PromotionJanuary
House moveMarch
Marathon3h52Sunday
Marathon
Sat11Sun12Mon13
ÍÍñigo

Congratulations on that 3h52, Íñigo.9:02 ✓✓

Thanks!9:10

Congratulations on that 3h52, Íñigo.
You
05

The account grows.

Kelp spots what the client needs and does not yet buy from you. It brings you the expansion ready, with its value.

Listens to what they ask for in each meeting
Matches it with what they ask for by email
Writes the expansion proposal
ÍÍñigo LPLucía You Kelp

ÍñigoThe agents need it too.

Lucía

Can you measure it by region?

NSExpansion
Agent network€12,000
Regional report€6,000
+€18,000
Agent networkRegional report
NSNorte Seguros 34,800 €/year
06

The account does not live in one person's head.

Kelp keeps each whole account in the firm's memory. The client relationship does not depend on a single person.

Keeps meetings, emails and decisions
Retains it if the account owner leaves
Briefs the successor in one afternoon
NSNorte Seguros
202420252026
MartaOwns the accountLeaves
JorgeOwns the account
Get up to speedOne afternoon
Who decides
What was promised
What works

Accounts that renew and grow.

Kelp does it in your CRM, email, calendar and chat. No change of tools.

No account goes coldKelp follows up before weeks of silence go by.
You get there firstYou learn what is happening at the client before they tell you.
Renewals without surprisesEvery renewal arrives months ahead, with the proposal written.
Handovers do not lose clientsWhoever takes over inherits the whole account and gets up to speed in an afternoon.

Show us an account that worries you.

Demo on a real client, in your sector.

Tailored demo →

Questions about account management.

The ones an account manager asks before handing over their portfolio.

Talk to us →
How does Kelp detect that an account is going cold?

By taking the pulse of every account: the last contact, the silences, the unanswered emails and falling activity, with fewer meetings, fewer requests, less use. When the relationship cools, Kelp alerts you and follows up with the message already written. You review it and send it, and the account starts moving again.

How do you manage an account renewal with AI?

Months in advance. Kelp tracks the date of every contract, builds the dossier of what was delivered and its results, and writes the renewal proposal before the client asks. All the year's renewals are in view, so there are no last-minute surprises.

How does Kelp help grow an account?

By spotting what the account is already asking for. Kelp follows the client's signals (what they say in meetings, what is changing in their business) and alerts you when there is a chance to expand: a service that fits, a renewal that can grow. It arrives with the context prepared so that a person can have the conversation.

How does Kelp find out what is happening in my client's business?

It reads the press every day and also follows the client's competitors closely: news, appointments and moves in their sector. Each opportunity or risk reaches you with a concrete proposed move: what to do and with what message. Calling before the client tells you is the detail that impresses.

Does Kelp remember the client's personal details?

Yes, the ones that come up in meetings and emails: a marathon, a house move, a promotion. Kelp records them, follows them and suggests the gesture at the right moment, with the message drafted for you to review. Birthdays, anniversaries and key dates always stay in front of you.

How many accounts can Kelp follow at once?

Every account in the portfolio. The pulse, renewal dates and market signals are watched account by account, with no limit per user or by number of clients. The judgement on which account deserves your time is still yours: Kelp brings you the signal and the context.

Where does Kelp get the information on each account?

From where the work already happens: the meetings, emails, CRM and documents of that account, plus the press and the client's public signals. Everything goes into the account record with its source next to it.