Never Miss an Insurance Renewal Again
Automate follow-ups, increase conversions, and recover lost revenue from every due policy.
Insurance renewals are one of the biggest revenue opportunities for dealerships, but they rarely happen with a single call.AUTOSherpa helps you stay on top of every renewal with structured, automated, and consistent follow-ups across calls, WhatsApp, and SMS.
Insurance Renewal CRM to Drive Renewals & Retentions for Automotive Dealers
- Active Renewal
- New Insurance
- Break-in Renewal
- Rollover Renewal
Digital Coupons to foster brand loyalty & engagement
- COST-EFFECTIVE
Eliminate the need for printing, paper, and postage. - PERSONALIZE
With dynamic contents, Name, Vehicle Details etc.
- INSTANT DELIVERY
Via email, SMS, or WhatsApp for immediate use - REDUCE FRAUDS
Secure and less prone to counterfeiting or duplication.
Get deep insights with 360° Customer Profile and optimize Insurance Marketing
- Vehicle Details
- Last Insurance History
- Contact History
- Renewal Info
- Premium Details
- Appointment Booking
WhatsApp Integrated – Free & Business API
Send Custom WhatsApp Messages with Free or Business WhatsApp APIs
Mobile CRM app for Insurance Field Team
- Geo-Attendance
- Follow-up Meeting
- Document Collection
- Payment Collection
Integrated with Omni-Channel Communication App
“Click to Call” Option from Customer’s 360° Profile. With Cloudphone Integrated and option for 100% call recording for monitoring and feedback.
