Can it manage renewals across all our policies?

Yes. Renewal dates are tracked automatically, and reminders run on WhatsApp, SMS, email or AI call ahead of expiry.

Will it work with our existing systems?

Yes. We connect your CRM, spreadsheets, aggregator leads and WhatsApp rather than replacing them.

Yes. Data stays in your systems and providers you approve, access is role-based, and every automated message is logged.

No. AI handles first response, data collection and reminders. Advisors focus on advice and closing.

The 30-Day Lead Leakage Fix targets your biggest leak first. We agree a baseline and a success metric before we start, then measure the change.

Insurance · Brokers · Agency teams · POSPs

Lead sources we connect: Website quotes, Aggregators, Meta Ads, Google Ads, WhatsApp, Referrals, POSP network, Missed calls, Renewal lists, Walk-ins.

8:00 PM: A family requests a health insurance quote. Form sits until the morning.
Next day: An agent calls three times. No answer. Lead marked “not interested”.
Week 2: Documents requested over WhatsApp. Half arrive. Policy stuck.
Renewal: Policy lapses quietly. Customer renews with someone else.

8:00 PM: A family requests a health insurance quote. Assigned to the right advisor instantly.
8:01 PM: AI call + WhatsApp: needs and members captured. Comparison quote shared the same evening.
Day 2: Document checklist and reminders run themselves. Policy issued without chasing.
Renewal: Reminders start 45 days before expiry. Renewed on time — with a cross-sell offer.

Enquiry: The leak: Quote requests from ads, aggregators and referrals pile up. The fix: Every enquiry captured, de-duplicated and assigned instantly.
First contact: The leak: Callbacks are late. The customer buys elsewhere. The fix: AI call and WhatsApp within a minute, day or night.
Need analysis: The leak: Advisors collect the same details again and again. The fix: Members, age, cover and budget captured automatically.
Quote shared: The leak: Quotes go out and follow-up stops. The fix: Timed follow-ups and answers to common questions.
Documents & payment: The leak: Missing documents stall policies for weeks. The fix: Automated checklists, reminders and payment links.
Renewal: The leak: Policies lapse because nobody reminded the customer. The fix: Renewal reminders on schedule, plus cross-sell offers.

Insurance brokers — “Thousands of renewals a year, tracked on spreadsheets.”
Agency teams — “Leads are shared on WhatsApp groups. Nobody owns follow-up.”
POSP networks — “Partners bring leads, but there is no tracking or visibility.”
Health & motor specialists — “Price-shoppers go cold if we don’t call back in minutes.”

Renewal reminders: The problem: Policies lapse silently. The fix: Automated reminders from 45 days before expiry.
Quote follow-up: The problem: Quotes shared, then silence. The fix: Timed follow-ups until a decision.
Document collection: The problem: Policies stuck on missing papers. The fix: Checklists and reminders on WhatsApp.
Lapsed policy revival: The problem: Old customers never contacted. The fix: AI win-back campaigns for lapsed policies.
Claims updates: The problem: Customers chase for claim status. The fix: Proactive status updates at every step.
Cross-sell: The problem: Health customers never offered motor or term. The fix: Timely cross-sell offers based on the policy held.

We help Insurance businesses find where their sales workflow leaks and automate the fix — integrated with the tools they already use.

Can it manage renewals across all our policies?: Yes. Renewal dates are tracked automatically, and reminders run on WhatsApp, SMS, email or AI call ahead of expiry.
Will it work with our existing systems?: Yes. We connect your CRM, spreadsheets, aggregator leads and WhatsApp rather than replacing them.
Is customer data handled securely?: Yes. Data stays in your systems and providers you approve, access is role-based, and every automated message is logged.
Does AI replace our advisors?: No. AI handles first response, data collection and reminders. Advisors focus on advice and closing.
How soon will we see results?: The 30-Day Lead Leakage Fix targets your biggest leak first. We agree a baseline and a success metric before we start, then measure the change.

Find out how many policies you’re losing to slow follow-up. Get My Renewal Leak Report — free, no obligation.