INSURANCE AT A GLANCE
Insurance thrives on consistent engagement, timely follow-ups, and renewal discipline. Advisors are relationship-driven — but overloaded.
Avisa becomes the AI Agent team that supports every advisor, manager, and zonal leader.
REAL-WORLD CHALLENGES
Field
(Advisors / Agents)
- Large policy books with low visibility on who to engage next
- Renewal reminders too manual
- Network nurturing inconsistent
Managers
...
- Unpredictable weekly advisor performance
- Difficulty in keeping sales cadence disciplined
- Limited view of which advisors need help
Executives
...
- Renewal revenue unstable
- Agency productivity highly variable
- Hard to create execution consistency at scale
HOW AVISA BUILDS GROWTH IN INSURANCE
Avisa’s 6-Agent system maps perfectly into the automotive world:
IMPACT
Warm and activate customers before renewal windows
CONNECT
Keep advisor networks warm with high-quality touchpoints
KNOW
Predict who is likely to convert this month
FLOW
Strengthen premium recovery cycles
FOCUS
Automate renewal pipeline and documentation flow
CORE
Daily/weekly discipline for advisor teams
DAILY LIFE WITH AVISA
Advisor
...
- Morning: Avisa highlights 5 renewals at risk
- Midday: CONNECT helps revive stalled prospects
- Evening: FLOW prompts premium recovery conversations
Manager
(DSM / Territory Manager / Workshop Manager)
- Real-time dashboards
- Coaching prompts on low-movement advisors
- Alerts for policy lapses
Executive
(OEM Regional Head / National Head)
- Clear view of renewal health
- Territory predictors
- Better forecast reliability
KEY USE CASES & JOURNEYS
Renewal Acceleration
Advisor Productivity Engine
Network Warmth Restoration
Premium Collection Discipline
Cross-sell & Upsell Agent Loops
OUTCOMES & KPIs THAT MATTER
Renewal persistence
Advisor-to-policy ratio
Advisor productivity
Territory predictability
Premium recovery speed
WHO THIS IS FOR
Insurance MSMEs
(regional insurers, brokers)
Founders running advisor-led businesses
Large Enterprises
(life, general, health)
HOW TO START
Blueprint
7-Day Pilot
Scale Across Advisor → Manager → Regional