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Insurance
Automated Renewal Reminders and Follow-ups
Complexity
Low
Timeline
6-10 weeks
Outcomes
4+
Challenge
Manual renewal reminder process with inconsistent timing and follow-up, resulting in missed renewal opportunities.
Solution
Automate renewal communication workflows with multi-channel reminders (email, SMS, portal), payment processing, and agent escalation.
Key Outcomes
- Automated multi-channel renewal reminders
- Online payment processing
- 92% renewal retention rate
- Reduced agent manual follow-up
Tags
renewal-automationcommunicationinsuranceretentionautomation
Implementation Timeline
6-10 weeks
Low Complexity