RenewMax

Predictable Persistency
‍360° Renewal/retention management

A managed collection service with intelligent prioritisation, quantified benefit communication, and trained execution to improve renewals, revivals, and reduce surrenders.

Increased renewals, Lower Lapse Ratios, And Stronger Long-Term Customer Value.

Case Studies

Independent Propensity Model for segmentation

ML-driven categorisation using policy parameters to prioritise intervention type, attempts

Quantified Benefit Communication

Reinforce policy value through personalised illustrations showing long-term gains of staying invested/protected.

Multi-Channel Assisted Execution

Structured outbound AI and human calling, digital nudges, and revival workflows managed end-to-end.

Persistency Dashboards & Governance

Track cohort-level improvement, revival ratios, and renewal conversion impact with measurable KPIs.

XSell Boost

Growth From Customers Who Already Trust You.

A tech-enabled, managed cross-sell and upsell service focused on high-persistency customers — driving incremental premium through value-led engagement and seamless integration with your NB systems.

Incremental Premium Growth Without Increasing Acquisition Cost.

High-Quality Cohort Identification

Focus on persistent, premium-paying customers with strong policy tenure and engagement history.

Policy-Level Value Quantification

Explain current policy benefits and identify protection or savings gaps before recommending the next product.

Seamless NB Journey Integration

Integrated into existing new business systems — enabling smooth proposal generation without process overhaul.

Assisted Conversion & Productivity Tracking

Managed outreach, sales enablement, and stage-wise conversion analytics.

NB Assist

Where Sales Expertise Meets Product Intelligence

A human-assisted managed service designed to improve conversion - that handles warm leads, expert-on-call journeys, and structured sales optimization using NB Suite

Higher Lead-to-Issuance Conversion And Improved Sales Productivity.

Warm Lead Handling & Assisted Selling

Dedicated sales experts engage qualified leads, explain benefits clearly, and drive closure with structured follow-ups.

Expert-On-Call Product Guidance

Experienced product experts support the field force in real time — using NB Suite’s simplified, visual benefit explanations to clarify complex products and strengthen customer conviction.

Value-Led Sales Conversations

Use quantified benefit storytelling (protection gap, returns, long-term impact) to improve customer conviction and reduce drop-offs.

Lead Optimisation & Funnel Analytics

Track lead quality, stage-wise conversion, and advisor productivity — continuously optimising sales performance.

RenewMax

Predictable Persistency
‍360° renewal/retention management

A managed collection service with intelligent prioritisation, quantified benefit communication, and trained execution to improve renewals, revivals, and reduce surrenders.

Increased renewals, Lower Lapse Ratios, And Stronger Long-Term Customer Value.

Case Studies

Independent Propensity Model for segmentation

ML-driven categorisation using policy parameters to prioritise intervention type, attempts

Quantified Benefit Communication

Reinforce policy value through personalised illustrations showing long-term gains of staying invested/protected.

Multi-Channel Assisted Execution

Structured outbound AI and human calling, digital nudges, and revival workflows managed end-to-end.

Persistency Dashboards & Governance

Track cohort-level improvement, revival ratios, and renewal conversion impact with measurable KPIs.

XSell Boost

Growth From Customers Who Already Trust You.

A tech-enabled, managed cross-sell and upsell service focused on high-persistency customers — driving incremental premium through value-led engagement and seamless integration with your NB systems.

Incremental Premium Growth Without Increasing Acquisition Cost.

High-Quality Cohort Identification

Focus on persistent, premium-paying customers with strong policy tenure and engagement history.

Policy-Level Value Quantification

Explain current policy benefits and identify protection or savings gaps before recommending the next product.

Seamless NB Journey Integration

Integrated into existing new business systems — enabling smooth proposal generation without process overhaul.

Assisted Conversion & Productivity Tracking

Managed outreach, sales enablement, and stage-wise conversion analytics.

NB Assist

Where Sales Expertise Meets Product Intelligence

A human-assisted managed service designed to improve conversion - that handles warm leads, expert-on-call journeys, and structured sales optimization using NB Suite

Higher Lead-to-Issuance Conversion And Improved Sales Productivity.

Warm Lead Handling & Assisted Selling

Dedicated sales experts engage qualified leads, explain benefits clearly, and drive closure with structured follow-ups.

Expert-On-Call Product Guidance

Experienced product experts support the field force in real time — using NB Suite’s simplified, visual benefit explanations to clarify complex products and strengthen customer conviction.

Value-Led Sales Conversations

Use quantified benefit storytelling (protection gap, returns, long-term impact) to improve customer conviction and reduce drop-offs.

Lead Optimisation & Funnel Analytics

Track lead quality, stage-wise conversion, and advisor productivity — continuously optimising sales performance.

FAQ's

Clear Answers. Smarter Decisions.

What is included in Managed Services?

End-to-end execution support across renewals, collections, customer engagement, and cross-sell campaigns.

How is this different from outsourcing?

It combines technology + execution, ensuring better control, visibility, and measurable outcomes.

Is your data security aligned with ISO 27001 and DPDP requirements?

Yes. Our data security practices align with ISO 27001 standards and the Digital Personal Data Protection (DPDP) Act. We follow robust controls for data protection, access management, and privacy to ensure your information is handled securely and compliantly.

How do you ensure quality and compliance?

Through standardized workflows, monitoring tools, and audit trails embedded within the platform.
1. Quality scores based on client specific parameters
2. Monthly tests and score monitoring
3. Escalation RCAs

Can this scale across geographies and customer segments?

Yes, it is built to operate across multiple regions, channels, and customer segments.

What kind of outcomes can we expect?

Higher collections efficiency, improved persistency, and better campaign performance.

Do we get visibility into operations?

Yes, detailed dashboards and reporting ensure full transparency into performance and outcomes.

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From Strategy to Execution—Handled End-to-End

FAQ's

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