Intelligent Renewals & Retention
Transform renewals from a reactive task into a proactive, revenue-generating opportunity. Our AI-driven workflow boosts retention by making it easy for customers to stay and grow with you.
Proactive Renewal Identification
Long before the expiration date, our platform automatically identifies policies due for renewal. By flagging these accounts 60-90 days in advance, we create a strategic window to engage customers before they even consider exploring competitor offers.
Data-Driven Policy & Profile Analysis
The AI agent conducts a thorough review of the customer's policy, claims history, and past interactions. This analysis uncovers opportunities for personalized recommendations, such as adjusting coverage based on life events or suggesting relevant new products like umbrella insurance.
Personalized & Timely Outreach
A customized notification is sent through the customer's preferred channel, highlighting the value of their existing policy and the ease of renewal. The message proactively includes any data-driven recommendations, framing them as a complimentary policy review designed to ensure their coverage still meets their needs.
Effortless Digital Renewal Journey
The customer can renew their policy in just a few clicks. Our AI agent can answer questions about new terms, process coverage adjustments in real-time, and guide them through a simple digital workflow, including e-signatures and payment, making the entire process frictionless.
Instant Confirmation & Smart Follow-Up
Upon completion, the customer instantly receives their updated policy documents. If the initial outreach doesn't lead to renewal, the system is programmed to initiate intelligent, non-intrusive follow-up sequences to maximize retention without manual intervention.