Insurance
Policy Renewal Management
Managing policy renewals manually is cumbersome and prone to oversight, leading to policies getting lapsed and customer dissatisfaction. Use AI workflows to automate renewal reminders and streamline the entire policy renewal process.
How it works
Make the Policy Renewal Process Faster and Error-Free with the magic of AI
Step 1
AI generates policy documents and calculates premium for renewal
Step 2
AI reaches out to policyholder for upcoming renewal and follows up 90, 60, 30 days before last date
Step 3
Based on policyholder's request, AI processes payment or modifies policy accordingly
Step 4
Issues revised policy documents to the policyholder and updates internal systems
Step 5
advanced features
Everything You Need From A Business Process Automation Platform
Merge data from different sources in 1 place
Combine data from different SaaS tools, databases and create your process triggers.
Build automations without any coding
Use drag-and-drop builder to map complex processes without engineering help.
AI executes all manual processes and SOPs
AI executes most of the steps in the process (extracting data, sending emails,, etc.)
Assign humans to provide input and approvals
Your team remains in control providing inputs and approvals at key stages of the process.
Integrate into your existing processes
No need for your team to learn a new tool. Do everything via Slack, Zendesk, Salesforce, etc.
Be assured that your data is secure
Your data is visible to no one outside your company. We’re SOC II, HIPAA and GDPR compliant.
Workflows for Every Process
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