Renewal Reviewer

Renewal Reviewer

Reduce policy backlogs, save a massive amount of time, be proactive with at-risk customers and improve retention rates by implementing this digital worker that handles the comparison of policies upon renewal.

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Be Proactive with Customers

Be Proactive with Customers

Complete reviews within 24 hours of the policy downloading, allowing you to proactively reach out to customers with large premium increases or coverage changes.

Repurpose Time

Repurpose Time

A proper review typically takes between 15 - 30 minutes per renewal. A digital worker can complete it in 3. Get your team focused on what’s important.

Improve Retention

Improve Retention

Proactive customer outreach, never missing an opportunity for a discount, and value-added upsells will lead to increasing your customer retention. Think like Warren Buffet and compound your customers over time.

Process Steps

  1. Identify policy coming up for renewal
  2. Find this and last year's policies
  3. Compare and store all policy information from both documents
  4. Navigate to customer activities and store important information
  5. Create/update renewal activity with important changes
  6. Create additional activity if set thresholds are hit
  7. Send out daily report with results

Mackay Insurance

200 hrs
repurposed per month
from Mackay Insurance's daily
Renewal Revision process

"The automation side of the project was excellent. Overall, we’re so glad we made the investment in this project. We can now spend a lot more time talking with customers instead of processing information."

Bruce Mackay
President of Mackay Insurance

Curious? Let's talk about how many hours your team could be saving on repetitive processes.