🛡️ Insurance

Proactive policy management.

High-intent follow-ups. AI agents that nurture leads, engage clients, and reduce policy lapse rates significantly.

The Problem

Why insurance brokers lose renewals

Pain Point 01

Policy Lapse Crisis

Up to 35% of insurance policies lapse simply because brokers cannot manually follow up with every client at the exact right time.

Pain Point 02

Cold Lead Problem

Prospects who express interest but don't buy immediately go cold quickly. Manual re-engagement at scale is impossible without the right tools.

Pain Point 03

Slow Claims Communication

Clients frustrated by slow, opaque claims processes switch insurers at renewal time. Proactive communication is what retains them.

🛡️

Automated Nurture Flow

📅 90 Days: SMS Reminder

📧 60 Days: Email Campaign

📞 30 Days: AI Voice Call

✅ Renewal Secured

The Solution

AI that keeps your pipeline warm — automatically

Automate your entire follow-up process to ensure no client is forgotten and no policy lapses unintentionally.

✓

Renewal reminder campaigns via voice, SMS, and email — timed perfectly before lapse dates

✓

Lead nurture sequences that re-engage cold prospects over automated 30/60/90 day cycles

✓

AI voice agent for policy queries — answers routine questions and upsells add-ons naturally

✓

Claims status update automation — keep clients informed constantly without manual phone calls

✓

CRM-integrated pipeline so you always know where every single prospect and client stands

Case Study

Insurance | Pune

The Problem

A Pune insurance brokerage had a 35% policy lapse rate. Their team of 8 brokers simply couldn't manually follow up with 2,000+ clients approaching renewal.

The Solution

Vednova AI built an automated renewal nurture system with AI voice calls, WhatsApp sequences, and email reminders triggered 90, 60, and 30 days before lapse.

The Results

35% → 8%

Policy Lapse Rate Reduction

Renewal Conversion

100%

Brokers Freed For New Business

How It Works

From audit to live in 48 hours

Step 01

Pipeline Audit

We map your current renewal process and identify the exact triggers causing policy lapses.

Step 02

Nurture Sequence Build

Custom multi-channel follow-up flows designed specifically for your client demographics.

Step 03

System Integration

Connect directly to your existing broker management software and CRM.

Step 04

Launch in 48h

Go live with full monitoring and a campaign performance dashboard to track renewals.

Proactive policy management.

Why insurance brokers lose renewals

AI that keeps your pipeline warm — automatically

Insurance | Pune

From audit to live in 48 hours

Stop losing renewals to missedfollow-ups.

Stop losing renewals to missed
follow-ups.