Insurance Renewal BOT
Need to renew an insurance policy or other membership? My job to to make sure that your customers renew their policy and don’t switch. I automate renewal reminders, send the appropriate paperwork, update any pricing or other information, manage any price matching on competitor offers, and confirm the renewed policy.
Customer Journeys
- Automate renewal reminders and update policy information
- Ensure that renewals don’t lapse
- Smooth management of any required paperwork
- Frequent engagement, not just at renewal builds a relationship
- Price matching with competitive offers
How I Help the Business
- Efficient renewal process improves retention rates
- Automate and streamline the renewal process
- Free up human agents for more complex renewals issues
- Optimize revenue through better retention
- Build relationships through ongoing customer engagement
How I Help the Customer
- Transparency of renewal process with timely alerts of renewal dates and details
- Fast and efficient processing of paperwork around renewals
- First-class experience that builds loyalty
My Metrics
# customer renewals
% customers renewed
% increase in customer retention rate
$ amount of renewals processed