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Insurance

What we do
"Pains (the leaks) "

Renewals missed due to lack of timely engagement.

Cross-sell opportunities left untapped.

Agents/distributors disengaged and unproductive.

Premium collection cycles long and unpredictable.

Demo Version

Avisa Playbook (Agents at Work)

  • IMPACT:
    Establishes digital credibility for agents and insurers.
  • FOCUS:
    Surfaces customer life-cycle insights, flagging renewal or cross-sell triggers.
  • CONNECT:
    Automates reminders, reactivates inactive agents and customers.
  • FLOW:
    Ensures premium reminders, predicts churn risk, enables timely payouts.
Demo Version
"Outcomes (KPIs)"

00

renewal rate.

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cross-sell conversion.

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agent productivity (active distributors per month).

00

days premium collection cycle.

What we do
Service

Case-Style Vignette

An insurance intermediary struggled with 40% lapses in policy renewals. Avisa’s KNOW agents flagged customers with risk profiles and auto-sequenced re-engagement. CONNECT agents personalized nudges for agents and customers. Renewal rates increased by 19% in 14 days, and cross-sell rates improved by 21% within a quarter.

Service