Policy Renewal Automation for Insurance Agencies
Your client's policy expires tomorrow. You called today. Too late — they received a competing offer yesterday. AI would have started the process 30 days ago.
Calling One Day Before Expiry = Too Late
- Policy expiry tracking is manual, error-prone, and often overlooked
- Clients receive competing quotes before your renewal outreach begins
- Quote requests are answered slowly — clients choose the faster agency
- Cross-selling opportunities are never identified or acted upon
Start 30 Days Early, Protect Your Portfolio
- Automated renewal process kicks off 30 days before policy expiry
- Clients receive renewal offer and alternatives directly via WhatsApp
- First response to quote requests delivered within 5 minutes
- Cross-sell recommendations sent automatically to existing clients
How It Works
Portfolio
Your client and policy database is migrated into the system
Calendar
All policy expiry dates and renewal timelines are mapped and scheduled
Automation
Renewal, quote, and cross-sell messages are sent automatically at the right moment
Reporting
Renewal and cross-sell conversion rates are tracked and reported
Not generic software.
A system built for your business.
Your system goes live within 72 hours. No weeks-long setup process.
Night, weekend, holiday — the system never stops. Customer loss stops.
Not generic software. Built around your business, your customers, your process.
- Installed and run by our team
- Average 68% faster response
- Live in 72 hours
* Figures on this page are estimates based on averages; actual results vary by business.
Frequently Asked Questions
How long does setup take?
Including portfolio migration and automation configuration, the system typically goes live within 5-7 business days. Policy calendar preparation and client data loading are handled by our team.
What does it cost?
A flat monthly subscription is applied based on portfolio size; there is no commission on renewed policies. Pricing is determined in the first assessment call.
Is client and policy data secure?
All data is stored encrypted on KVKK-compliant, Turkish-based infrastructure. Insurance-sector data confidentiality standards are enforced and no third-party sharing occurs.
Does it integrate with my current agency software?
Integration with major insurance agency CRM and management platforms is available. If you rely on Excel or manual tracking, we handle the complete data migration for you.
What are the cancellation terms?
The first month is free on all monthly packages, so you can see the change in conversions before paying anything. The contract is monthly after that and can be cancelled anytime; there is no long-term commitment.
Free demo · No installation · No commitment