An insurance policy renewal bot connects to your existing systems and handles all the routine steps in the renewal process. It identifies upcoming expiries, contacts customers on the channels they already use, confirms their identity, answers questions about coverage, and walks them through a short, structured renewal flow. During the conversation, it can highlight suitable upgrades or add-ons based on the customer’s profile. The AI agent can also request and validate documents, complete the renewal in your policy system and transfer the case to a human agent whenever the situation requires it. This creates a faster, more consistent experience and increases renewal and cross-sell uptake.