The solution is designed to support agencies in policy renewal operations by presenting the renewal opportunity available through digital channels.
A few days before the policy expiry date, the customer is prompted to access the reserved area of the app or website to view the renewal premium. Digital payment is enabled, including the use of recurring payment methods.
If the customer views the premium but does not complete the payment, the agency is notified of the digital interaction so it can proceed with direct customer management.
Progress status
In progress
Work team
In house
Project Management: Project management: Marketing Department
Work carried out to date
Developed the process from communication to payment.
