Policy Renewal Agent
Never lose a renewal again. The Renewal Agent monitors your entire book of business, proactively reaches out before policies expire, handles objections, generates quotes, and collects payments. All automatically, 24/7.
Protect your recurring revenue
Five ways the Renewal Agent ensures no policy slips through the cracks
Policy Renewal Reminders
Automatically contact policyholders 45, 30, 15, and 7 days before expiry. Send personalized reminders via WhatsApp, SMS, email, and voice calls. Share renewal quotes with one-click payment links.
Lapsed Policy Recovery
Re-engage customers whose policies have expired. Highlight coverage gaps. Offer reinstatement options or fresh quotes. Track win-back campaigns with detailed analytics.
Cross-sell & Upsell Campaigns
Identify coverage gaps in existing customer portfolios. Customer has motor but no health? Life but no term? Suggest relevant products at renewal time when engagement is highest.
Premium Payment Reminders
Track premium due dates across all policy types. Send timely reminders for monthly, quarterly, or annual payments. Share payment links with amount and due date details.
Birthday & Anniversary Outreach
Send personalized greetings on customer birthdays and policy anniversaries. Include special renewal offers or bonus coverage options. Build lasting customer relationships.
Complete renewal automation
The Renewal Agent handles your entire renewal lifecycle. From initial reminders to final payment collection, every step is automated and optimized for maximum conversion.
Renewal timeline
See the Follow-up Agent in action
See how the Renewal Agent can transform your retention rates and protect your recurring revenue.
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