PolicyPulse

The Challenge

In insurance, the money is in the follow-up — the third call, the renewal nudge, the cross-sell two months after the policy starts. Agents know this and still don't do it, because there is never enough time.

Existing CRMs reminded agents to follow up. They didn't actually follow up. Agencies wanted something that would do the work, not just create another task list.

Our Solution

PolicyPulse runs the entire follow-up lifecycle. AI voice agents place outbound calls for renewals and re-engagement. SMS sequences nurture quotes that went cold. Agents only get pulled in when a human is needed.

Workflows are policy-aware: a homeowners renewal looks different from an auto cross-sell, and the platform routes the right script, the right cadence and the right hand-off rules.

What We Built

• AI voice agents for renewal calls, missed-quote follow-ups and customer check-ins.
• Smart SMS campaigns with dynamic content based on policy type and lifecycle stage.
• Automated workflows for new leads, quote follow-ups, renewals and lapsed clients.
• Agent inbox that surfaces only the conversations that need a human.
• Policy-aware lead nurturing and retention scoring.

How We Delivered

Discovery

We sat with the team using the current tools and watched where work actually broke down.

Design

Wireframes and clickable prototypes the client could test before a single line of production code.

Build

Iterative releases with weekly reviews so the product stayed honest to real workflows.

Launch & Support

Migration, training and an ongoing improvement loop after go-live.

Results & Value Delivered

Follow-ups actually happen

Renewal touches that used to slip through the cracks now run on schedule, automatically.

Agents focus on closes

Humans get pulled in for the conversations that move money, not for leaving voicemails.

Retention lift

Proactive renewal outreach surfaces churn risk before policies lapse.

Capabilities Used