Demo

See AI-led renewal workflows in action

Discover how Voice AI and AI Workers engage customers, manage renewals and drive retention.

Renewals System — Agent ViewRetention AI · compliant by design

STANDBY

Retention AI · reasoning · compliance trail

Policy & retention workspace

Policy record MATCH

Policyholder— Policy no.— Vehicle— Coverage— Expiry— Tenure— Safe-driver NCB— Status—

Retention economics NCB AT RISK

45%

Safe-driver discount resets to 0 on lapse → est. +$600–700/yr next term.

Continuity benefits at stake

Zero depreciation Roadside assistance Engine protection New-car replacement 4,500+ approved shops No re-inspection

Objection handling LIVE

“It’s a little expensive”PRICE

—

“Found it cheaper elsewhere”COMPETITIVE

—

Premium recalculation OFFER

Standard renewal$1,620

− Loyalty discount (5%)−$81

− On-time renewal (3%)−$49

Final annual premium$1,490

You keep the 45% safe-driver discount · save ~$130

Compliance & consent BY DESIGN

✓Call recorded & disclosed

✓Automated assistant disclosed

✓Identity confirmedBryan Marks

✓Discounts within authorityloyalty 5% + on-time 3%

✓No grace period disclosedexpiry Aug 22

✓Secure quote link sent

✓Follow-up scheduledpre-expiry

Disposition OUTCOME

RETENTION IN PROGRESS

Awaiting call outcome…

REC · quality & compliance

Auto Insurance

Renewals · Automated

connecting…

🔇

⌨

🔊

☎

Auto Insurance · secure link · now

Bryan, here’s your renewal quote & benefits breakdown: $1,490 / yr Keeps your 45% safe-driver discount, zero-dep, engine protection & new-car replacement. secure.autoinsure.com/renew?t=9f2… ⚠ Coverage ends Aug 22 (Fri) · no grace period.

📅 Follow-up call booked — Thu, Aug 20, 2026, before your policy expires. We’ll help you finalize.

Auto Insurance · call in progress00:00

00:00 / 00:00ready

Explore other demos

AI-led Appointment Booking demo

See how Voice AI and AI Workers handle booking requests, schedule appointments, send reminders and manage follow-ups automatically.

Explore More

AI-led Lead Qualification demo

See how Voice AI and AI Workers identify buying intent, qualify prospects and trigger the next best actions to accelerate conversions.

Explore More