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INSURANCE
AI agent for policy renewals in insurance
Every unprepared renewal is a client who may move to another insurer: the agent anticipates the expiry, reviews claims history and terms and prepares the renewal proposal ahead of time.
AI agent for policy renewals in insurance
An AI agent for policy renewals in insurance integrates with your tools and current flow, with human supervision and traceability. Before automating we define the task, exceptions and success criteria.
We work from Barcelona and Madrid and remotely across Spain, Europe, LATAM and the United States. The agent adapts to your sector and real process, not the other way round.
We hand over the agent, its configurations, repositories and documentation in accounts owned by your company, without lock-in and with the ability to audit or rotate credentials.
Every unprepared renewal is a client who may move to another insurer: the agent anticipates the expiry, reviews claims history and terms and prepares the renewal proposal ahead of time.
THE CHALLENGE
policy renewals in insurance
In policy renewals in insurance, manual work is slow, depends on staff and leaves room for error; automating it without knowing the sector's flow is a risk. The difference is an agent with rules, exceptions and control, built for your operation.
Expiries that go unnoticed
Policies renew automatically or are lost, and neither the insurer nor the client makes the most of the moment.
Claims and premium not cross-referenced
The claims history is not related to the proposed premium and renewal is done blindly.
Clients who do not understand their renewal
Premium or coverage changes are communicated late and clients react with complaints or cancellations.
APPROACH
policy renewals in insurance
An agent with rules, exceptions and milestone control, adapted to your sector.
Policy expiry agenda
The agent consolidates dates, premiums and claims history of each policy into a single calendar.
Renewal and premium rules
It applies renewal and premium-adjustment criteria defined by the insurer.
Supervised renewal proposal
It prepares the communication and leaves it for review so the manager validates it before sending.
Renewal traceability
Each notice, proposal and decision is recorded to measure retention.
DELIVERABLES
policy renewals in insurance
An operational, traceable agent under your control.
Policy expiry agenda
A calendar of policies about to expire with premium and claims history.
Renewal communications
Clear premium and coverage messages prepared for each client.
Early renewal alerts
Warnings with margin to manage changes and retain the client.
Policy retention report
A summary of renewals, cancellations and causes with traceability.
TRUST
AI applied to real sector processes with supervision
AI agents adapted to your sector's real operations since 2008, with human supervision, traceability and milestone control in Barcelona, Madrid and remote. Code and documentation under your control, without lock-in.
- Adapted to your sector's real operation.
- Human supervision with milestone and exception control.
- A measurable first release before expanding scope.
- Code, configurations and documentation under your control.
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