Your policyholder's renewal date was yesterday. You found out today.
AIChatBot tracks renewals, sends automated WhatsApp reminders, answers policy FAQs, and qualifies new leads — so you never lose a policy to a lapse again.
The Problem
The insurance business is won and lost on timing. Your manual process is always one step behind.
A client's health insurance renews on the 15th. You meant to call on the 10th. On the 12th, PolicyBazaar sends him three renewal quotes with a better premium. He compares, clicks, pays online in 8 minutes. You call on the 13th — the policy is already renewed elsewhere. You lost ₹18,000 annual premium because your reminder came two days late. This happens every month.
Renewal lapse risk
Manual renewal tracking across a 500-policy book is impossible without automation. One missed date = one lost client.
PolicyBazaar is your real enemy
Aggregator platforms send automated renewal alerts before your manual process kicks in. You're always reacting, never ahead.
Claim FAQ overload
"How do I file a claim?" "How long does settlement take?" — your existing clients call you for questions Google or the insurer's helpline should answer.
The Real Cost
What one lapsed renewal costs your book
The Solution
AIChatBot — your policy book's automated retention engine
Everything you need to turn your website into a 24/7 revenue engine — trained on your content, personalised to your visitors.
Renewal reminder campaigns
WhatsApp messages at 30 days, 7 days, and 2 days before renewal — with a direct payment link and your contact details.
Policy FAQ automation
"What's the claim process for cashless hospitalisation?" "What documents do I need for a motor claim?" — answered instantly.
New lead qualification
"Looking for term insurance" — the AI qualifies age, sum assured, annual income, and existing coverage before you call.
Cross-sell identification
Health policy holder without a top-up? Car insured but two-wheeler isn't? The AI identifies and flags cross-sell opportunities automatically.
Claim status updates
Clients in claims get automated WhatsApp updates at each stage — reducing the "what's happening with my claim" calls by 70%.
How It Works
Zero lapses. Automated renewals. Qualified new leads.
We learn your book
Policy categories you handle, renewal reminder schedule, claim process, and common client FAQs — we train the AI.
You test as a policyholder
Ask the AI questions your clients ask about claims, renewals, and coverage. We fine-tune until it's perfect.
First renewal reminder sent
The AI goes live. Every client with an upcoming renewal gets an automated WhatsApp — before PolicyBazaar reaches them.
Proof It Works
What insurance brokers typically see after 12 months
Insurance brokers using AIChatBot typically improve renewal retention by 8–15 percentage points — automated reminders reaching clients 30, 7, and 2 days before renewal, before competitor aggregators get there first.
See it protecting YOUR policy book from lapses
We build a demo configured for your insurance categories and renewal workflow — trained on your actual client communication.
Build My Free Insurance Demo📅 Demo ready within 4 business hours