Nurture & Automate
Policy Renewals
Automated renewal workflows can improve efficiency by up to 80%.
Quick & easy to implement
Early Nurture Renewal.
Brokers who send automated reminders of up coming policy renewals, increase their chances of a successful renewal. Our early nurture renewal workflow can target from as early as 60 or 45 days out from renewal dates.
A/B Testing for optimisation.
A/B testing takes the guesswork out of creating a personalised and engaging renewal process. It allows Brokers to discover, test, and measure strategies that will increase retention rates.
Drive renewals home.
Digitising and automating the renewals process not only helps with policy awareness but drives traffic back online or to the call centre increasing retention rates.
Reduce cost-to-serve for administration.
Integrating your management system with Circulator, will remove “resource intensive” manual processing whilst reducing phone, post and personal costs.
Broker-client trust.
Policy renewals can be personalised from the sales agents, enhancing the client-broker relationship and building trust during the renewal process.
"We have fully automated and digitised our renewal process across all personal lines products. Our renewal process is now a series of emails determined by behaviour and policy renewal."
