Financial Services

Qualify, renew and collect — compliantly, at scale

Lead qualification, policy renewals, payment reminders and document chasing — across voice, WhatsApp, SMS and email, in 40+ languages. No regulated advice.

Compliant, polite reminders only. Mihu gives no regulated financial advice — anything needing a licensed human is escalated to one, with full context.

Revenue operation

10 outcomes

Popular

Loan / Insurance Lead Qualification

Qualify and route inbound finance leads instantly, book the advisor call, and keep the CRM clean — compliantly.

Voice / SIPWhatsAppSMS < 60s to first contact
Insurance

Policy Renewal & Lapse Rescue

Drive on-time renewals and rescue lapsing policies or subscriptions with timely, compliant outreach.

Voice / SIPWhatsAppSMS +12% renewal rate
Collections

Payment Reminder & Collections

Recover overdue payments with polite, compliant reminders, a secure pay link, and flexible plan options.

Voice / SIPWhatsAppSMS -9d days sales outstanding
Servicing

Application Status & Document Chase

Answer 'where's my application' 24/7 and chase missing documents so cases don't stall — without tying up staff.

Voice / SIPWhatsAppSMSEmail -30% stalled cases
Servicing

Adviser Appointment Booking

Fill adviser diaries and cut no-shows — booking, reminders and rebooking, with no advice given.

Voice / SIPWhatsAppSMS -21% adviser no-shows
Insurance

Quote Follow-up & Application Completion

Chase the quotes that stall halfway — chasing documents and process questions, never advising on the product.

WhatsAppSMSVoice / SIP +18% applications completed
Servicing

Annual Review & Rate-Change Outreach

Reach every customer due a review or facing a rate change, and book them with an adviser — no advice given.

SMSWhatsAppEmail +15% reviews booked
Servicing

KYC & Onboarding Document Chase

Get new customers through KYC without the back-and-forth that loses half of them.

WhatsAppSMSEmail -44% onboarding drop-off
Servicing

Eligibility & Product Change Notification

Tell customers, factually, when they become eligible for something — and book them with an adviser.

SMSWhatsAppEmail +19% adviser calls booked
Insurance

Lapsed Policy Win-back

Reach customers whose policy lapsed while there's still a straightforward route back on cover.

Voice / SIPWhatsAppSMS +16% lapsed policies reinstated

Why teams choose Mihu

  • Never miss a lead
  • Fill the calendar
  • Recover revenue that's slipping away
  • Cut cost-to-serve
  • One layer across voice + messaging