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Insurance

Remind policyholders before renewal with the premium and a payment link, make welcome and verification calls, update claimants on status and revive lapsed policies.

See the calls
Renewal · due on the 30th

“Hi Mr. Mehta, your family health cover renews on the thirtieth. Shall I send the details over?”

Renewed · link sent

The calls

6 call flows we set up for insurance teams. Start with one; add the rest when it works.

  1. 01

    Renewal reminders

    More policies renewed before the grace period ends.

    “Your family health cover renews on the 30th. Shall I send the details?”

  2. 02

    Welcome and verification calls

    Policy details verified and mis-selling caught early.

    “Welcome aboard. Can I confirm the sum insured and nominee with you?”

  3. 03

    Claim status updates

    Claimants informed before they have to chase.

    “Your claim has been approved; the amount will reach your account in 3 days.”

  4. 04

    Lapsed policy revival

    Lapsed customers offered a simple way back.

    “Your policy lapsed last month. You can still revive it without a medical.”

  5. 05

    Health check-up scheduling

    Free check-ups booked and attended.

    “Your policy includes a free annual check-up. Shall I book it for you?”

  6. 06

    Upsell and cross-sell

    Eligible customers told about better cover.

    “You now qualify for double the cover at almost the same premium.”

A real-sounding call

It speaks the way your customers speak, understands interruptions and half-answers, and turns the conversation into a clean, structured outcome your team can act on.

Outcome
Renewed · link sent
Written to
Your policy & claims

Renewal · due on the 30th

ZENVOICE · LIVE CALL

●

    Custom integration

    For enterprise teams we build the integration with you: calls start from your data, the agent acts during the call, and outcomes are written straight back.

    Policy & claims
    Policy administration · Claims management
    Distribution
    Salesforce · LeadSquared · Agent portals
    Payments
    Payment links · Mandates · Webhooks

    Brand names and logos are trademarks of their owners, shown to illustrate systems we integrate with per client.

    Salesforce
    Dynamics 365
    ZenVoice

    What changes

    1. 01

      Fewer lapses

      Every renewal gets a timely call, not only the large ones.

    2. 02

      Clear, compliant scripts

      The same disclosures on every call, recorded for audit.

    3. 03

      Advisors on the right customers

      Interested customers are handed to advisors with context.

    FAQ

    • Yes. Recordings and transcripts are kept for every call and can be stored in your own cloud storage.

    Other industries

    All industries

    Start with one renewal reminders flow. Thirty days.

    Pick the calls that cost your team the most time. We set them up on your script and your systems, run them on real customers, and you judge the results.