Financial Services · Insurance

Policy Renewal & Lapse Rescue

Reduce churn by renewing on time and re-engaging lapsed customers before they leave.

Apps this needs

Core / Policy System Lending, policy or subscription system for renewals & balances. Connect during setup
WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

How it works

  1. Reaches customers as the renewal window opens.
  2. Confirms details, handles simple questions, and takes the renewal or sends a link.
  3. For lapsed customers, offers a clear path back.
  4. Escalates anything needing a licensed human, with context.

Data sources

Policy / subscription book Renewal dates

What it targets

  • Renewal window contacted Target 95%
  • On-time renewal rate Target +12%
  • Lapsed customers rescued Target 8%