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RetainInsurance
Renewal Reminder
Loss-aversion nudges before policy lapse
+40% retention
30% of policies lapse because people forget
An email goes to spam. An SMS gets ignored between food delivery notifications. The policy lapses. The customer loses their No Claim Bonus. The insurer loses the premium. Everyone loses because nobody picked up the phone and made it personal.
Kit Workflow Diagram
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The Protocol
1
Alert
7 days before expiry, agent calls with a loss-aversion frame
2
Frame
'Your No Claim Bonus is worth ₹4,000 — I don't want you to lose it'
3
Link
Payment link sent to WhatsApp instantly if customer agrees
4
Retry
If busy, agent schedules a callback: 'Should I call Saturday at 10?'
5
Escalate
After 3 attempts, human agent gets a warm handoff with full context
What's in the Kit
Expiry-based trigger automation
Loss-aversion call script with NCB framing
WhatsApp payment link delivery
Multi-attempt callback scheduling
Human escalation with context brief
Integrations
Insurance CRMPayment GatewayWhatsAppCalendly