Policy Renewals and Upselling with AI Automation

AI Voice Agent can automatically make policy renewal calls, upsell new plans, and ensure 24/7 responses to customers.

  • Timely sends renewal reminders before expiry.
  • AI recommends and suggests upgrading policies.
  • Engages customers with a natural, human-like voice.
  • Improves retention and cross-sells revenue 24/7.
AI policy renewal and upselling

Trusted by 5000+ companies

Seclore - CallHippo
Lalamove - CallHippo
RD Reports and Data - CallHippo
markets and markets - CallHippo
Valuelabs - CallHippo
Iresearch - CallHippo

Why Do You Need AI Voice Agent?

Automate renewal calls and upsell opportunities with CallHippo AI Voice Agent, ensuring consistent engagement, better conversions, and higher policy retention.

Auto-Renewal Calls

Sends timely, automated calls to policyholders before expiry to reduce missed renewals and boost customer retention without manual work.

Upsell Recommendations

Identifies upgrade opportunities and suggests better policies based on customer history, increasing cross-sell revenue with ease.

24/7 Call Handling

Connects with policyholders anytime, even on weekends or off-hours, to ensure no upselling or renewal opportunity is ever missed.

Personalized Prompts

Delivers dynamic, tailored conversations for each customer using personalised scripting and past behaviour insights.

Lead Qualification

Filters uninterested prospects and prioritises hot leads for upselling, saving your team time and maximising sales chances.

Performance Analytics

Tracks call results, conversions, and user responses to help optimise scripts and drive better business decisions.

Create Your AI Voice Agent in Minutes

Watch our quick demo to explore the functionalities of CallHippo AI Voice Agent, designed for automating policy renewals and upselling.

AI Voice Agent Features for Smarter Insurance Growth

AI Voice Agents help automate policy renewals and potential upgrades. They offer personalised, multilingual support, ensuring every interaction is timely, relevant, and conversion-focused.

task automation

Task Automation

  • Sends renewal reminders automatically before policy expiry dates.
  • Shares scheduled meeting links and confirms basic details.
  • Follows up on unclaimed offers and time-bound discounts.
  • Instantly updates CRM with each interaction and status.

Personalized Interactions

  • Suggests upgrades based on customer history and usage patterns.
  • Adjusts pitch based on behaviour and past call responses.
  • Shares personalised offers aligned with user policy needs.
  • Builds trust with tailored, human-like conversational flow.
ai personalized interaction
CallHippo AI voice agent multilingual conversations

Multilingual Conversations

  • Speaks fluently in customers’ regional or preferred languages.
  • Adapts messaging style based on local language nuances.
  • Breaks communication barriers for wider audience engagement.
  • Builds trust with tailored, human-like conversational flow.

Contextual Understanding

  • Analyzes policy history and past interactions to identify needs.
  • Suggests relevant upgrades based on previous customer interests.
  • Recognises past conversations to continue without repetition.
  • Responds smartly to changing customer intent mid-conversation.
AI context understanding

Industries That Use AI Voice Agents for Renewals & Upsells

From insurance to e-commerce, AI Voice Agents streamline policy renewals and identify upselling opportunities, boosting conversions while keeping customer interactions fast and efficient

Insurance

“Is it time to renew my policy?”

AI Voice Agents assist the policyholders before the expiry, offer a plan upgrade, and make a complete renewal, saving time and increasing retention.
Hospitality

“Can I upgrade my travel insurance?”

AI Voice Agents suggest top-tier travel plans or add-ons like trip cancellation coverage before or after bookings are confirmed.
E-commerce

“Can I extend my protection plan?”

AI Voice Agents upsell extended warranties or accidental damage coverage, nudging customers post-purchase with personalised offers.
Real Estate

“Do I need to renew my home insurance?”

AI Voice Agents remind property owners of expiring policies and promote insurance upgrade options for better savings and coverage.

Integrate with Your Preferred Apps

Integrate all the necessary tools from the CallHippo App Marketplace to further streamline your communication processes.

Callhippo Logo
Want to Increase Policy Renewals with AI Voice Agent?

Start your 10-day free trial and never miss a renewal again.

Try AI Voice Agent for Free