Use case · Services
A policy is lost the day nobody called before the renewal date
A brokerage manages 4,200 policies for businesses and individuals. Every policy has a renewal date, and every renewal date is a chance to keep it — or lose it. The renewal spreadsheet exists; it gets opened when someone thinks of it.
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The starting point
The portfolio does not collapse, it leaks
Nine per cent a year is nearly four hundred policies. None leaves over an incident: they leave because nobody called six weeks before the renewal date, a competitor did, and the client had no reason to refuse.
- Renewal dates tracked in an intermittently opened spreadsheet
- No record of phone conversations in the file
- Marketing consent not documented per channel
- Documents emailed, signed by post, filed at random
What gets deployed
The renewal date becomes a trigger, not a diary note
- 01
The policy modelled as it is lived
Insurer, product, premium, start date, renewal date, notice period. It is a business object, not a note on a record: the renewal date can therefore trigger something.
- 02
The renewal sequence runs itself
At D-75, a task for the account manager. At D-60, an email to the client. At D-45, a scheduled call. At D-30, an alert if nothing has moved. The notice period stops being a date discovered too late.
- 03
The call leaves a trace
Every phone conversation attaches to the policy, with its summary. The colleague who picks up the file knows what was said, even six months later.
- 04
Consent is documented
Per channel — email, SMS, phone — with its source and date. In a trade where marketing is regulated, being able to show where a consent came from is not a convenience.
What it moves
What the setup targets
- 9% → ≈ 5%
- cancellation rate targeted
- D-75
- first action before every renewal
- 4,200
- policies tracked without a spreadsheet
- 100%
- of consents dated and sourced
Go further
The building blocks used
Custom objects
Your business applications, with no development: properties, case files, contracts, with segments and automations.
DiscoverAutomation workflows
A trigger, conditions, actions — across every hub at once.
DiscoverCRM-integrated telephony
Calls and customer records in the same product — not an integration, a given.
DiscoverDocuments & AI document management
Online PDF editor and AI enrichment: OCR, summary, filing.
Discover360° customer view
The entire customer relationship on a single record: activities, deals, exchanges.
DiscoverFAQ
Frequently asked questions
Do you replace our policy management software?
No. It keeps administration, commissions and flows with the insurers. We take the relationship: renewal dates, follow-ups, conversations, documents. The two synchronise through the API.
How do you handle advice traceability obligations?
Exchanges, documents sent and consents are time-stamped and kept in the file. We provide the material; compliance of your duty of advice remains your responsibility and your specialist software's.
Are calls recorded?
Recording and transcription can be enabled, with caller notice and a configurable retention period. They can be limited to the summary, with no audio kept.
How do we stop missing a renewal?
The due date is a property of the contract, and the scenario triggers on it: notice, contact, proposal, follow-up. Across 4,200 contracts, the 9% of lapses came from dates nobody was looking at in time.
Can contracts be split by insurer and by line?
Yes, with custom objects: each contract carries its insurer, line, premium, due date and history. Segments and follow-ups are built on those properties.
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Comparisons
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