Aninsuranceagent'srenewals,remindedbeforetheylapse.
Agencies send one text then give up. We build the quote-to-bind flow, the renewal engine and the security programme around the data.
The problems,
in their words, with sources.
Calls are not trusted
Agents say people do not pick up or trust phone calls any more. New agents ask how to get anyone to talk.
Quora, n.d.One text, then silence
Lead-form ads outperform landing pages, but volume without persistence burns cash. Agencies send one text then give up.
Nick Berry, 2026Comparison sites in between
Over half of policyholders under 25 used online comparison tools, so agencies need visibility early.
Vertafore via Insurance Journal, 2026Agents still valued
87% of consumers value a dedicated agent, and 61% prefer an agent who uses AI.
Big "I" survey via Agency Checklists, 2026
Quote-to-bind pipeline
Leads from ads and WhatsApp, carrier-quote comparison via APIs and e-signature. Lead-to-bound rate measured.
Renewal-retention engine
Policy data synced from the agency system; 60/30/7-day reminders on WhatsApp and SMS; lapse alerts to the agent.
Security programme in a box
MFA, an encrypted document store, access logs and a generated information-security plan. Breach-notice list in under an hour.
Fixed price per phase · 2–6 weeks a build phase · your repository from week one.
A health policy renewed on WhatsApp
Thirty days out, the AI reminds the client, answers the premium question and sends the payment link. The agent sees it renew.
Open Woro AI, free to start- India
- LIC and health agents run renewals on personal WhatsApp; not yet verified.
- Gulf
- Not researched yet.
- UK / US
- Claims, communication and technology top agents' carrier concerns; a third of agency staff use AI tools.
Accounting, tax & CA firms
Forty calls a day in March, half asking for the same documents.
Law firms & legal services
Over half of firms ignore the enquiry. Clients say lawyers never call back.
Auto dealers & garages
Buyers email and hear nothing. Service voicemails go unreturned. The first responder sells the car.
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