Renew before they compare
Retention is won or lost in the 60 days before expiry. Susan opens the renewal conversation early, gathers updated mileage, claims and turnover details in chat, and presents terms with a one-tap accept, so clients renew with you instead of clicking elsewhere.
Sound familiar?
Clients drifting to aggregators
A client who isn't contacted in time renews on a comparison site in four clicks. Gone in a year.
Renewal facts arriving late
Updated claims history and mileage trickle in days before expiry, forcing last-minute repricing scrambles.
The last-minute pile-up
Half the month's renewals land in the final week, and the team spends it firefighting.
Answered, captured, booked, while you work
- ✓ Opens the renewal conversation weeks before expiry, automatically
- ✓ Collects updated facts (mileage, claims, turnover) in chat
- ✓ Presents renewal terms with a one-tap accept path
- ✓ Sends a final-day save message to clients about to lapse
Practical reads for your broker
Missed Call Text-Back: 7 Proven Copy-Paste Templates to Win Lost Leads (2026)
Stop losing leads to voicemail. Discover 7 copy-paste missed call text-back templates, professional text messages for unanswered calls, and instant WhatsApp workflows.
How to write a lead-handling playbook your AI (or your staff) can follow
The businesses that convert the most enquiries aren't lucky, they have a playbook: tone, facts, boundaries and escalation rules.
How to ask for a Google review on WhatsApp (without being awkward)
The best moment to ask, message templates that feel natural, what never to do under Google's rules, and how to make reviews a habit rather than a push.
Live in under 10 minutes
No developers, no lengthy onboarding, no agency. Just WhatsApp and ten minutes of your time.
Connect your WhatsApp
Scan a QR code — the same way WhatsApp Web works. No new number, no technical setup. Takes under 2 minutes.
Teach Susan your business
Chat with her, share your website, or upload a document. She absorbs your prices, services, tone, and FAQs instantly.
Susan goes live
She starts handling enquiries, booking appointments, and capturing leads straight away. You get an alert for anything that needs you.