Portfolio protection
Plan the account review before the renewal is due.
Schedule reviews using merchant value, contract dates, service history and risk. Assign preparation tasks and keep the agreed actions with the account.
What it handles
Schedule proactive account reviews and renewal activity around merchant value and risk.
Retentions capability
What Reviews & renewals covers
Schedule proactive account reviews and renewal activity around merchant value and risk.
01
Review and renewal schedules
02
Merchant value and risk prioritisation
03
Preparation tasks and structured agendas
04
Commitments, outcomes and next-review dates
Workflow notes
Reviews & renewals in practice
A portfolio contains accounts with different review dates and commercial arrangements. The account owner needs time to review the figures and service history before speaking to the merchant.
What to prepare
Prepare review dates, account ownership, merchant value indicators and the information normally discussed at a review.
Review the workflow
- Select accounts due for review within a defined period.
- Review account performance and recent service requests before the conversation.
- Record the agreed actions and next review date.
Does every account need the same review schedule?
Choose a schedule that reflects the relationship, commercial arrangements and service needs. Document the rule so account coverage can be assessed consistently across the team.
Related tools for your team
- Portfolio reporting — Review merchant-level volume, margin, service history, risk and commercial performance.
- Merchant onboarding — Coordinate applications, documents, checks, acquirer requirements and progress without losing ownership.
- Implementation guide — plan your data move, setup and testing.
- Payments glossary — understand the terms used in merchant services.
Before you set it up
Use contract dates, merchant value and service history to decide when each account needs a review.
Continue through Retentions
Related capabilities
Start with the reasons merchants leave.
Bring examples of recent cancellations and saves. We will show how to assign the case, review the options and report what happened.