Automated Policy Renewal Follow-Ups for Insurance Teams
The Challenge
Renewal lapses happen when outreach is late or inconsistent.
But here is the real problem:
Agents juggle renewals with new sales.
As a result:
Follow-ups slip and churn rises.
Customers forget dates or payment steps.
As a result:
Coverage breaks create support load.
The Approach
We automated the renewal runway.
Multiple small nudges beat one last-minute call.
Clarity on premium, due date, and payment link removes excuses.
We needed a solution that could:
Consistent multi-touch reminders leading up to due date.
Instant connect to collect payment or answer objections.
The Solution
A renewal concierge that never sleeps.
Staggered Reminders
Schedules calls/SMS at T-14, T-7, T-1 with clear asks.
Objection Handling
Captures concerns and routes to a retention specialist.
Live Payment Handoff
Bridges to pay-or-renew paths while customer is on the call.
The Impact
Renewal performance:
19%
lift in on-time renewals.
25%
reduction in post-expiry recovery calls.
Result? Fewer lapses, steadier revenue.
Renewal coverage stays intact without manual chasing.
