Retention
Re-engage customers, reduce clawback, 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, implement any required changes and reinstate their 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 Reduces 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 adviser 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 an automated customer journey that feels personal and proactive
Strengthens customers trust
- Show customers you’re proactive and responsive by addressing issues before they escalate, reinforcing trust and loyalty through timely, sensitive, relevant communication
Simplify Payment Conversations
Reach out instantly, get fast responses, and act quickly to reduce clawback and maintain cover
- Seamlessly and effortlessly reach out to any customer with a payment warning online.
- Customers can respond quickly online, in their own time, without the hassle of a call.
- Distinguish the reason for the payment issue quickly and easily; prioritise your time, effort and 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 customers in a “re-sale” conversation with your advisers
Track Responses Instantly
View all responses in your Adviser Dashboard
- Filter completed Retention journeys by action required
- View summary details of completed Retention journeys
- Access all customer answers by selecting view all answers
Find out how we can help your business
Automation and smart engagement, without sacrificing the human touch.
