Auto-renewed (MTD)

1,184

+22% vs LM

Retention Rate

89.6%

above industry 78%

AI-led Renewals

73.4%

no human touch

Lapse Recovered

₹42 L

via win-back flow

Renewal Pipeline

Sorted by urgency

Meera Krishnan

Health · ₹15L Family Floater

3d left
WhatsApp
₹42,820
Quote sent

4 touchpoints

Anish Verma

Motor · Honda City 2022

7d left
Email + Call
₹18,640
Negotiating

2 touchpoints

Lakshmi Pillai

Term Life · ₹1Cr Cover

12d left
WhatsApp
₹26,400
Reminded

1 touchpoints

Sandeep Kulkarni

Home Content · ₹25L

18d left
Email
₹8,950
Scheduled

1 touchpoints

Tanvi Joshi

Health · Senior Citizen

22d left
Voice AI
₹54,100
Queued

0 touchpoints

Automated Follow-up Workflow

Active for · Meera Krishnan

D-30
Sent

Soft reminder · WhatsApp template

D-21
Sent

Personalized email with quote comparison

D-14
Sent

AI voice call · best time inferred

D-7

Escalation to RM if not renewed

D-1

Final SMS + lapse protection offer

Customer Retention Flow

Auto-applied to high-value lapsing policies

Identify at-risk612
AI personalized offer488
Renewed387
Escalated to RM96