Insurance renewal reminder
Reminds policy holders before expiry. Works through an uploaded list with retries.
Opening line
Namaste {name}, this is from {company}. Your {policy} policy expires on {expiry}.
Spoken in your customer’s language. Words in braces come from your business details or lead list.
Call steps
- Mention policy and expiry
- Explain renewal premium and benefits
- Offer the renewal link
Objection answers
“Cheaper elsewhere”
Renewing keeps your no-claim bonus. Shall our advisor compare for you?
You fill in
- Premiums
- No-claim bonus rules
Details collected on every call
will_renewreason
Hand-off to your team
Transfer to advisor for plan changes
WhatsApp after the call
Renew your policy here: {link}.
Call settings
Questions
What does the insurance renewal reminder agent do?
Reminds policy holders before expiry. Works through an uploaded list with retries.
What do I need to fill in?
Premiums, No-claim bonus rules. Everything else is written for you.
What details does it collect?
will renew, reason, saved on every call summary.
Which languages does it speak?
Telugu, Hindi, Tamil, Kannada, Malayalam, Marathi, Bengali, Gujarati, Punjabi, Odia and English.
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