Renewals that actually get chased.
Policy renewals, premium reminders and first-notice-of-loss intake, handled at portfolio scale.
Good afternoon — calling from Apex Insurance about your motor policy, which expires on the 20th.
A real insurance call flow
+22%
renewal rate
Every policyholder is called, not just the large accounts.
100%
calls recorded
Full transcript and audio retained for compliance.
5 min
claim intake
Structured first-notice-of-loss captured on the call.
The problem
What it costs today.
Renewal calls are pure margin and nobody makes them. A lapsed policy costs a year of premium and is far harder to win back than to retain.
- Renewal reminders go out by SMS and get ignored
- Agents chase the big policies and let small ones lapse
- Claims intake is a form nobody fills in correctly
- Compliance requires a record of what was said, on every call
What the agent does
Built for insurance.
Configured for this use case out of the box, then tuned to how your team actually works.
Renewal campaigns
Works the whole book on a schedule, with retries and callbacks.
Premium reminders
Calls before the grace period ends and can take payment details to a secure link.
Claims intake
Captures structured first-notice-of-loss and routes it to the adjuster.
Compliance recording
Every call transcribed, scored and retained per your policy.
The workflow
How the call is handled.
This is the flow itself, not an illustration of one — you assemble and edit it in the visual builder.
Questions
The ones we get asked first.
Does it take card details over the phone?+
No. The agent sends a secure payment link by SMS or WhatsApp rather than reading card numbers aloud, which keeps card data out of your call recordings entirely.
How long are recordings kept?+
You set the retention period per organisation. Transcripts, audio and AI summaries are stored inside your own tenant.
Other solutions
Hear it handle a insurance call.
We’ll point an agent at a real number and you talk to it yourself — no slides.
Free trial minutes · no card required · take live calls from day one