Retention
Engage cancelling clients, reduce clawbacks, and cut admin
Simplify how you manage payment issues and customer cancellations. Automatically reach out to at-risk customers the moment a payment fails, identify the cause online, and guide them back to cover, all without the hassle of a phone call. Prioritise your team’s time, reduce operational costs, and keep more policies in force with a retention process built for results.
Smarter Retention That Cuts Costs and Saves Cancellations
- Reach out the moment an issue arises with no calls needed. Let customers respond online to explain their situation, reducing missed opportunities and cancellations
Focus time on what matters
- Quickly diagnose payment issues and route each case based on urgency and intent. Your team sees exactly where to step in and when to act
Reclaim revenue, reduce clawback
- Transform costly drop-offs into re-engagement opportunities. Reduce admin and clawback with automated follow-ups that feel personal and proactive
Strengthens customer trust
- Show customers you’re proactive and responsive by addressing issues before they escalate, reinforcing trust and loyalty through timely, relevant communication
Simplify Payment Conversations
Reach out instantly, get fast responses, and act quickly on what matters most
- Seamlessly and effortlessly reach out to any customer with a payment warning online.
- Customers can respond quickly online, without the time and hassle of a call.
- Distinguish the reason for the payment issue easily; prioritise your time spent, effort and team responsibility based on the customer response.
How It Works
Reclaim At-Risk Customers
Automate issue handling and bring customers back with meaningful, timely outreach
- Reduce the operational cost of payment and policy issues which now won’t require a call
- Streamline your retention processes by prioritising your response according to each customer’s situation
- Maximise re-engagement of cancelling customers in a “re-sale” conversation with your advisers
Track Responses Instantly
View all responses in your Adviser Dashboard
- Filter completed post sale checks by action required
- View summary details of completed post sale checks
- Access all customer answers by selecting view all answers
- Access trustee and beneficiary details
Find out how we can help your business
Automation and smart engagement, without sacrificing the human touch.
