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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