Existing Customer Management

Maximizing Value from Existing Customers

Drive retention, collections, cross-sell, and communication by quantifying policy benefits and enabling timely action across digital and assisted channels.

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PersistPro
Making Insurance Benefits Clear, Quantified, and Actionable for Policyholders
Converting complex insurance benefits into quantified, easy-to-understand outcomes—driving better decisions and stronger persistency.
Better-Informed Policyholders, higher renewals and retention for insurers — Without Increasing Operational Overheads.
Case Studies
Benefit Illustration at Key Moments
Auto-generate personalized benefit illustrations at renewal, revival, and surrender stages—clearly showing policy value, future benefits, and trade-offs so customers can make informed decisions with confidence.
Seamless Multi-Touchpoint Availability
Ensure consistent, contextual policy education across all customer-facing touchpoints—branch, website, field force, call center, and digital channels—so the message remains unified wherever the customer engages.
Proactive Customer Interventions
Trigger timely, personalized nudges that adapts to each specific product and it's features, tenure, payment mode, and customer context—across WhatsApp, SMS, email, and app.
Unified Web & App Platform
Available as a standalone application on both mobile & web or integrable with existing insurers/ life-insurer systems. Everything in one place — enabling faster go-live and simpler execution.
CollectSuite
Making Premium Collections Smarter, Fairer, and More Effective
CollectSuite enables insurers to systematically manage digital and assisted collections using customer context, prioritisation logic, and centralized execution.
Higher Productivity, Lower Cost of Collection, and Better Customer Experience — Delivered Consistently.
Intelligent Collection Prioritisation
Identify and prioritise collection cases using policy value, payment behaviour, customer profile, and risk signals—so digital and field efforts are focused where they deliver the highest impact.
Contextual, Personalized Payment Nudges
Trigger payment nudges and explanations that adapt to bounce reason, policy type, tenure, and customer context—delivered seamlessly across WhatsApp, SMS, email, app, and assisted touchpoints.
Field & Call-Centre Assisted Collections
Enable field staff and call-centre teams with customer context, follow-up logic, and clear next actions—bringing structure and consistency to assisted collections.
Centralised Allocation & Performance Tracking
Manage allocation of collection cases across digital, field, and call-centre teams from a central system—while tracking follow-ups, outcomes, and productivity at a granular level.
CrossSell-IQ
Driving Meaningful Cross-Sell Through Policy Understanding
Cross-SellIQ enables insurers to derive the most from each customer engagement, by explaining the value of existing policies, uncovering gaps and sharing recommendations for relevant add-on products to fulfill the gap.
Higher Cross-Sell Acceptance, Better Product Fit, and Sustainable Growth — Without Push Selling.
Policy Value Clarity as
the Starting Point
Explain and quantify the benefits of a customer’s existing policy—cover, bonuses, and long-term outcomes—so new recommendations are seen as logical extensions, not fresh pitches.
Contextual Up-Sell & Cross-Sell Recommendations
Recommend additional covers or savings products based on existing policy structure, protection gaps, and customer life stage—grounded in relevance and suitability.
Integrable with existing Customer Journeys
Designed to integrate seamlessly with new business and onboarding systems, enabling cross-sell execution without additional workflows or operational duplication.
Assisted & Digital Conversion Enablement
Support both advisor-led and direct conversions with clear explanations, quantified comparisons, and ready talking points—improving acceptance while reducing mis-selling risk.
BulkComm
Enterprise-Grade Customer Communication, Made Contextual and Quantified
BulkComm enables insurers to deliver high-volume customer communication with precision—embedding personalized, quantified policy benefits into messages, and delivering them consistently across the entire policyholder base.
Consistent Customer Communication, Higher Engagement, and Lower Operational Effort — Without Fragmentation.
Centralised Communication Framework
Manage all outbound customer communication from a single framework—ensuring consistency in messaging, tone, and intent across departments and use-cases.
Personalised, Benefit-Quantified Messaging
Ensuring policyholder understands about policy benefits and potential loss on discontinuing - not just generic communication with the policy number and due date!
Multi-Channel Delivery with Unified Logic
Execute communication seamlessly across WhatsApp, SMS, email, app notifications, and other channels—using a single logic layer instead of channel-specific silos.
Built for Enterprise Control & Compliance
Maintain structured templates, approvals, audit trails, and version control—ensuring regulatory compliance without slowing down execution.
PersistPro
Making Insurance Benefits Clear, Quantified, and Actionable for Policyholders
Converting complex insurance benefits into quantified, easy-to-understand outcomes—driving better decisions and stronger persistency.
Better-Informed Policyholders, higher renewals and retention for insurers — Without Increasing Operational Overheads.
Case Studies
Benefit Illustration at Key Moments
Auto-generate personalized benefit illustrations at renewal, revival, and surrender stages—clearly showing policy value, future benefits, and trade-offs so customers can make informed decisions with confidence.
Seamless Multi-Touchpoint Availability
Ensure consistent, contextual policy education across all customer-facing touchpoints—branch, website, field force, call center, and digital channels—so the message remains unified wherever the customer engages.
Proactive Customer Interventions
Trigger timely, personalized nudges that adapts to each specific product and it's features, tenure, payment mode, and customer context—across WhatsApp, SMS, email, and app.
Unified Web & App Platform
Available as a standalone application on both mobile & web or integrable with existing insurers/ life-insurer systems. Everything in one place — enabling faster go-live and simpler execution.
CollectSuite
Making Premium Collections Smarter, Fairer, and More Effective
CollectSuite enables insurers to systematically manage digital and assisted collections using customer context, prioritisation logic, and centralized execution.
Higher Productivity, Lower Cost of Collection, and Better Customer Experience — Delivered Consistently.
Intelligent Collection Prioritisation
Identify and prioritise collection cases using policy value, payment behaviour, customer profile, and risk signals—so digital and field efforts are focused where they deliver the highest impact.
Contextual, Personalized Payment Nudges
Trigger payment nudges and explanations that adapt to bounce reason, policy type, tenure, and customer context—delivered seamlessly across WhatsApp, SMS, email, app, and assisted touchpoints.
Field & Call-Centre Assisted Collections
Enable field staff and call-centre teams with customer context, follow-up logic, and clear next actions—bringing structure and consistency to assisted collections.
Centralised Allocation & Performance Tracking
Manage allocation of collection cases across digital, field, and call-centre teams from a central system—while tracking follow-ups, outcomes, and productivity at a granular level.
CrossSell-IQ
Driving Meaningful Cross-Sell Through Policy Understanding
Cross-SellIQ enables insurers to derive the most from each customer engagement, by explaining the value of existing policies, uncovering gaps and sharing recommendations for relevant add-on products to fulfill the gap.
Higher Cross-Sell Acceptance, Better Product Fit, and Sustainable Growth — Without Push Selling.
Policy Value Clarity as
the Starting Point
Explain and quantify the benefits of a customer’s existing policy—cover, bonuses, and long-term outcomes—so new recommendations are seen as logical extensions, not fresh pitches.
Contextual Up-Sell & Cross-Sell Recommendations
Recommend additional covers or savings products based on existing policy structure, protection gaps, and customer life stage—grounded in relevance and suitability.
Integrable with existing Customer Journeys
Designed to integrate seamlessly with new business and onboarding systems, enabling cross-sell execution without additional workflows or operational duplication.
Assisted & Digital Conversion Enablement
Support both advisor-led and direct conversions with clear explanations, quantified comparisons, and ready talking points—improving acceptance while reducing mis-selling risk.
BulkComm
Enterprise-Grade Customer Communication, Made Contextual and Quantified
BulkComm enables insurers to deliver high-volume customer communication with precision—embedding personalized, quantified policy benefits into messages, and delivering them consistently across the entire policyholder base.
Consistent Customer Communication, Higher Engagement, and Lower Operational Effort — Without Fragmentation.
Centralised Communication Framework
Manage all outbound customer communication from a single framework—ensuring consistency in messaging, tone, and intent across departments and use-cases.
Personalised, Benefit-Quantified Messaging
Ensuring policyholder understands about policy benefits and potential loss on discontinuing - not just generic communication with the policy number and due date!
Multi-Channel Delivery with Unified Logic
Execute communication seamlessly across WhatsApp, SMS, email, app notifications, and other channels—using a single logic layer instead of channel-specific silos.
Built for Enterprise Control & Compliance
Maintain structured templates, approvals, audit trails, and version control—ensuring regulatory compliance without slowing down execution.

FAQ's

Clear Answers. Smarter Decisions.

What problem does ECM solve for insurers?

It helps insurers improve renewals, reduce surrenders, and increase cross-sell by making policy benefits clearer and more relevant to customers.

How is this different from traditional CRM or communication tools?

Typical CRM and Communications: Captures current state of policy like premium to be paid, policy term etc.).
ECM: uses current state of policy to generate projections of benefits under various scenarios so that customer can make an informed decision

Can this be integrated with our existing systems?

Yes, it is designed to integrate seamlessly with policy admin systems, CRMs, and communication platforms without requiring major changes.

Does it support multi-channel communication?

Yes, it enables personalized communication across WhatsApp, SMS, email, app notifications, and call-center workflows.

Can this be used for cross-sell and upsell?

Yes, it identifies gaps in a customer’s financial coverage and recommends suitable products based on their profile.

How is customer data security aspect addressed?

We are ISO 27001 certified and currently live across multiple insurers meeting their individual infosec requirements by ensuring customer data masking, SSO integration, data segregation etc.

Is this scalable across large customer bases?

Yes, the platform is built to deliver personalized engagement at scale across millions of policies.

Turbo-charge your existing customer management

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