Guided Policy Onboarding for Insurance Customers
The Challenge
New policyholders often stall on documents and confirmations.
But here is the real problem:
Manual reminders are inconsistent.
As a result:
Policy issuance gets delayed and churn risk rises.
Customers are unsure of next steps.
As a result:
Support lines fill with basic “what now?” questions.
The Approach
We mapped every onboarding step and created a proactive guide.
Most delays come from missing docs and unclear timelines.
A single clear voice touch reduces drop-offs better than scattered emails.
We needed a solution that could:
Automate doc checklists and reminders.
Give customers a clear, friendly path to issuance.
The Solution
A voice concierge that keeps onboarding on track.
Step-by-Step Prompts
Explains exactly which documents are needed and how to submit.
Live Status Updates
Confirms what is received and what is pending.
Escalation Paths
Bridges to an agent when exceptions or help is needed.
The Impact
Issuance improved by:
38%
faster document completion.
24%
reduction in onboarding-related calls to support.
Result? Policies go live days sooner.
Clear, proactive guidance removes friction from onboarding.
