CredInsure-AI-powered Insurance Renewal & Persistency Management

CredInsure orchestrates end-to-end renewal journeys, upsell, cross-sell, monthly collections, benefit illustrations and grace period reminders—prediction, outreach, calling, payments, documents, and dashboards—in one SaaS platform, resulting in higher persistency management, lower lapse, and faster closures.

CredInsure - From Reminders to Successful Renewals

Platform Capabilities

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Propensity to Pay AI

ML-powered insights to predict repayment behavior and recommend optimal timing, channel, and language for outreach

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Multi-Channel GenAI Engagement

Engage customers across voice, chat, video and other digital channels

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Tailored Renewal Journeys

Automate processes from request creation to engagement, follow-ups, and closures

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Digital Communications

Personalized communication with WhatsApp,SMS, RCS, email, and 10+ languages

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Billzy Payments Platform

White-labeled payment links, e-mandates, and multi-mode processing with automated reconciliation and payment analytics

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DialNext Predictive Dialer

AI-driven outbound calling with speech analytics and real-time agent assist

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StarTrack Payout Management

Automate incentive calculations with custom KPIs, leaderboards, and integrated performance tracking

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Dashboards and Report 

Customizable, role-based reports with instant download and scheduled delivery

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Unified Document Management

Centralize document requests, linked records, and bulk downloads 

Features

Smarter and Result-Oriented Approach

Intelligent Segmentation

Tailored workflows and channel prioritization based on customer profiles

Connected Ecosystem

An all-in-one customer service platform that helps you balance everything your customers need to be happy.

Visibility & Control

Real-time analytics and dashboards for proactive decision-making

Simplified Renewals

Automated journeys with personalized nudges in 10+ languages

Navigate the Next in Renewals with CredInsure

Impact Delivered

Frequently Asked Questions

1. What is CredInsure and how does it help insurers?

CredInsure is an AI-powered insurance renewal management platform that automates end-to-end renewal journeys for insurers. It helps predict customer renewal propensity, send personalized reminders, enable digital payments, and track performance—all in one platform. With CredInsure, insurance companies can increase persistency, reduce lapse rates, and simplify renewal operations.

2. How does CredInsure improve policy renewal rates?

CredInsure uses predictive analytics and AI models to score each policyholder’s renewal likelihood. This allows insurers to focus on high-potential customers and deliver targeted, omni-channel engagement through WhatsApp, email, IVR, and voicebots. As a result, insurers see up to 2× higher engagement and 20% lower lapse rates.

3. Is CredInsure suitable for life, health, and general insurance renewals?

Absolutely. CredInsure supports life, health,, and general insurance renewal journeys. Its configurable workflows adapt to each insurer’s product type, renewal cycle, and communication strategy, making it flexible across all insurance segments.

4. What kind of analytics and reporting does CredInsure offer?

CredInsure provides real-time analytics and dashboards to track renewal rates, customer engagement, agent performance, and payment conversions. Insurers can access renewal insights, SLA tracking, and compliance metrics to make data-driven decisions faster.

5. How does CredInsure ensure compliance and data security?

CredInsure is built with enterprise-grade data protection, encryption, and access controls. It maintains audit trails and role-based permissions, ensuring compliance with regulatory requirements while maintaining transparency across renewal workflows.