Renewal recovery

Protect renewals 30–60 days before they lapse.

If a policyholder hasn't heard from you in 11 months, they will search for a cheaper quote. ChurnGuard triggers proactive outreach 60 days before expiration.

Retention Score

Industry Benchmark

+12%
Renewal lift+8–14 pts
Premium protected$300K–$1M
Upsell conversion5–9%
Built for global SMBs — 60+ countries and 60+ currencies supported, with timezone-aware send windows.
What it is

The Insurance Co-pilot.

ChurnGuard acts as a Retention Co-pilot for Insurance owners. It doesn't just show data; it automates the "Next Best Action" for every at-risk customer.

The Problem

Why Churn is "Silent."

In insurance, the "Renewal window" is when 90% of churn happens. If a policyholder hasn't heard from you in 11 months, they will search for a cheaper quote on a comparison site. Proactive outreach 60 days before expiration—identifying those with high "Price Sensitivity" signals—is the only way to protect your book of business.

The Engine

How our AI saves revenue.

The AI analyzes policy tenure, sum-insured trends, and interaction frequency. It identifies "Renewal-Risk" profiles and routes them to advisors with a "Retention Script" that highlights the value of their current coverage or offers a pre-approved loyalty discount.

AI Intelligence

The signals our AI tracks for Insurance.

01

Policy expiration proximity (T-minus 60 days)

Monitored daily to detect behavioral shifts 30-60 days before a cancellation event.

02

Interactions with policy-documents / claim-portals

Monitored daily to detect behavioral shifts 30-60 days before a cancellation event.

03

Sum-insured changes or inquiries

Monitored daily to detect behavioral shifts 30-60 days before a cancellation event.

04

Advisor interaction frequency over the last 12 months

Monitored daily to detect behavioral shifts 30-60 days before a cancellation event.

05

Demographic shifts that trigger re-quoting behavior

Monitored daily to detect behavioral shifts 30-60 days before a cancellation event.

Plus 15+ Industry Signals

Customized to your specific billing and activity data during the first 60 seconds of processing.

Business Impact

Recovered revenue,
not just data points.

Increase renewal rates by 8–14 percentage points

Identify cross-sell opportunities (e.g., adding Home to Auto)

Automate the advisor "Renewal Action List"

Reduce acquisition costs by retaining high-value policyholders

60s

Time to insight

4.5x

Typical ROI

PII-Safe

Enterprise-grade security

Sample Use Case

How a business like yours uses ChurnGuard to stop the leak.

"A regional insurer surfaces 540 renewal-risk policies; advisor calls + email recover 188 renewals worth $640K of premium."

📋
Insurance Owner
Customer Profile

Reachability

One click to win them back.

Call

Best for Insurance.

Co-pilot Ready

Email

Best for Insurance.

Co-pilot Ready

WhatsApp

Best for Insurance.

Co-pilot Ready

Push

Not recommended.

The Proper Choice

Why Insurance owners choose ChurnGuard.

FeatureChurnGuard AILegacy ToolsManual / DIY
AI Prediction Accuracy85%+20-30%Guesswork
Setup Time60 SecondsWeeksDays
Insurance Native Playbooks
Automated Action Scripts
Coupon ROI Tracking
Retention Co-pilot Mode

Common Questions

How early should I run renewal outreach?

The platform recommends 60–30 days before renewal, scaled by risk score. You can override the window in settings.

Can advisors see only their book?

Yes — group by advisor_assigned to ringfence visibility per advisor.

Does this work with bundled products?

Yes — pass policy_type and sum_insured; the platform sizes outreach and offers per product.

Instant Deployment

Recover your first
lost revenue in 60s.

Upload your customer data and let ChurnGuard AI find the accounts you can save today. No code, no card, no long integration.