AI Automation for Insurance Agents & Brokers
Never miss a renewal. Never lose a lead. Never be caught off-guard on a claim. MNB Research automates the complete insurance agent workflow so you can focus on advice, not administration.
Book Free DemoInsurance Agent Pain Points We Solve
- Renewal reminders falling through the cracks = lost commissions
- Manual lead follow-up slowing conversion
- Policy document management across hundreds of clients
- Claims status tracking and client communication
- Cross-sell and up-sell opportunities going unidentified
Insurance Agent Automation That Grows Your Book
Renewal Engine
Automated renewal reminders at 90, 60, 30, 15, and 7 days via WhatsApp and email. Zero renewal missed.
Lead Pipeline CRM
Lead source tracking, automated follow-up sequences, hot/warm/cold classification, and conversion analytics.
Policy Database
All client policies, premiums, maturity dates, and documents in one searchable system. Instant client 360° view.
Claims Support
Automated claims status updates to clients. Checklist automation for document collection. Escalation tracking.
Case Study: Pune Insurance Broker Grows 2x Without New Staff
An independent insurance broker in Pune managing 1,200 policies across 3 agents was losing 15–20% of renewals to follow-up failures. MNB Research implemented automated renewal and lead management.
- Renewal retention improved from 78% to 94%
- Lead-to-policy conversion improved 40%
- Cross-sell revenue increased ₹12L/year through automated identification
- Portfolio grew from 1,200 to 2,400 policies with same team
2x
Portfolio growth achieved with same team through automation
Ready to Stop Losing Renewals?
Every missed renewal is a commission gone and a relationship at risk. Automation fixes it permanently.
Start Today