AI voice calls your lapsing policyholders, re-qualifies them, and books renewals - automatically. Recover 18-22% of at-risk policies without adding headcount.
Most independent agents lose 15-30% of renewals to simple neglect. Email reminders get buried. Phone calls come too late. Your prospects have already switched carriers or been contacted by three competitors. Lapse Recovery runs the play your team doesn't have time for.
Automated calls to policyholders 30-60 days before renewal lapse, using personalized, natural-sounding voice synthesis. No robocall feel. Real conversation.
The AI agent asks qualifying questions: life changes, coverage gaps, budget shifts. Real barriers surface. Agent notes update your CRM in real time.
If the prospect engages and wants to renew, the voice agent books a 15-min call straight to your calendar. No "I'll call you back" loops.
Built with call recording, consent tracking, DNC list integration, and full audit logs. Insurance-grade call handling and regulatory compliance.
You send email reminders 60 days out. They land in spam or get buried under 20 other emails. You call at day 45 and get voicemail. Prospect never calls back. Day 60 arrives and the policy cancels. You just lost that premium forever.
Your team is stretched thin managing active prospects. Renewals are administrative burden, not revenue opportunity. By the time someone touches base, it's too late.
We call at day 45 with a trained voice AI. It's a real conversation, not a robo-nag. The agent asks one simple question: "What's changed since we last talked?"
Prospect tells the agent: cost concern, life change, coverage question, business shift. Agent hears it, takes notes, asks one clarifying question, then says "If you'd like, I can book you 15 minutes with [your name] this week to sort this out."
If they say yes, boom. Calendar invite sent. You get clean notes on what they care about. You close the renewal with context.
CSV of policyholders 30-60 days from renewal lapse. We match to phone numbers and validate contact data.
Natural-sounding voice, personalized greeting with prospect name and policy details. Conversation flows like a real agent call, not a script.
Full transcript and agent notes synced to your CRM in real time. You hear what they said, what they care about, what they're worried about.
If they want to renew, calendar invite goes straight to your inbox. Pre-qualified, context-ready, committed to the call.
No monthly seat fees. No contracts. No setup charges. Pay only for calls we make.
Stripe billing. Charged per call at end of month. Cancel anytime. Typical independent agent spends $150-300/month on 60-120 calls to recover 10-25 renewals.
Start with your next batch of at-risk policies. No credit card required for the trial.
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AI operations infrastructure built for the firms that run everything else.
AI built for the line, not the pitch deck.
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ICP, MVP scope, first 7 build tasks, 30/60/90 launch plan, GTM, email drip, LinkedIn message, objections, risk memo.
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