Insurance Deployment

Policy Renewal Operations System

Automating the renewal notification and confirmation cycle for motor policies.

Pilot Duration

6 weeks

Measurement Window

12 weeks

Status

Production — ongoing

Methodology

Audit-Ready

Client Context

Insurance intermediary managing ~4,200 active policies.

Operational Problem

—Renewals tracked manually in spreadsheets. Lapse rate averaged 23%.

Operational Workflow

Before Deployment

— Manual intake
— Spreadsheet tracking
— Delayed operational response
— Fragmented visibility

After Deployment

✓ Structured intake engine
✓ Automated prioritisation
✓ System-driven routing
✓ Operational visibility dashboard

Deployment Timeline

Pilot

Initial deployment on scoped process.

Measurement

Tracking against baseline.

Scale

Full production rollout.

Operational Impact

Policy lapse rate

26% improvement

23%

17%

Confirmation lead time

Better visibility

<48 hrs

9 days

Metrics measured during the first full quarter post-deployment against a four-week pre-deployment baseline.

Scope Limitations

Claims-linked renewals remained manual. Health policies excluded from pilot.

Business Impact

Team time on renewals reduced from 70% to 38% of capacity.

What Stayed Human

Policy endorsements
Claims-related renewals
Client negotiations

What We Learned

Older policyholders responded poorly to WhatsApp. SMS + phone escalation introduced week 11.

Related Deployments

Manufacturing

If your team is managing a similar operational problem, we scope a pilot in 2–3 weeks.

The pilot is production-safe and measured against your operational baseline.