InsuranceSalesRenewal Automation

90-Day Insurance Renewal Drip - Voice + WhatsApp + Email

Engage policyholders before expiry with timely reminders and personalised coverage reviews. The system identifies cross-sell opportunities and applies retention incentives automatically.

AI operates via

Voice AgentEmail AutomationSMS AutomationCRM Sync

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How It Works

01
Eligibility Check
System identifies policies expiring within 60 days.
02
Outreach
Multi-channel messages deliver renewal reminders and coverage review invitations.
03
Engagement
Voice agent conducts coverage review and presents upgrade options.
04
Conversion
Automated incentives applied and renewal completed via self-service.

See How It Works

The AI Employee executes each step autonomously - no human intervention required unless explicitly configured.

Eligibility Check

Outreach

Engagement

Conversion

Step 01

Eligibility Check

System identifies policies expiring within 60 days.

Step 02

Outreach

Multi-channel messages deliver renewal reminders and coverage review invitations.

Step 03

Engagement

Voice agent conducts coverage review and presents upgrade options.

Step 04

Conversion

Automated incentives applied and renewal completed via self-service.

Key Results

18%

Renewal rate improvement

12%

Cross-sell attachment

Lapse recovery

Frequently Asked Questions

How many touchpoints does each policyholder receive?

Typically 3-4 across voice, email, and SMS over the 60-day window.

Can we offer different incentives per segment?

Yes, incentives are customised by risk profile, tenure, and claims history.

What's the renewal completion rate?

Customers report 15-22% improvement in renewal rates.

Does this integrate with our underwriting system?

Yes, it connects to underwriting platforms for real-time eligibility and pricing.

How do you handle lapsed policies?

Automated nurture campaigns target lapsed customers with re-engagement offers.

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