---
title: "Retention Case Prioritization"
section: "Agent store — Sales — Renewals"
canonical_url: "https://leverge.ai/agents/sales/renewals/retention-opportunity-priority"
category: "Sales"
process: "Renewals"
trigger: "Run on demand"
publisher: "Ailoitte Technologies Private Limited"
---

# Retention Case Prioritization

Rank open retention cases by what is genuinely saveable rather than by what is largest — with the intervention each one needs and the ones honestly worth letting go.

## At a glance

- Business function: Sales
- Process: Renewals
- Runs: run on demand
- Run cost: 6 credits
- Uses a knowledge base: no

## What it needs

- **Open retention cases** (file upload) — One row per case: account, value, renewal date, cause, what has been tried.
- **Capacity** (form)

## How it works

1. Reading the cases
2. Ranking by saveability
3. Writing the intervention plan

## What it returns

- **Cases by saveability** (table of results)
- **Intervention plan** (markdown doc)
- **Why we are losing them** (breakdown table)
- **Honestly not saveable** (flagged exceptions)

---

Source: https://leverge.ai/agents/sales/renewals/retention-opportunity-priority — Leverge