Stop losing renewals to forgotten follow-ups
The purpose-built insurance renewal CRM for auto dealerships. Automate multi-channel outreach, streamline agent workflows, and recover revenue from every expiring policy before it lapses.
One platform for every renewal scenario
From fresh expiries to long-overdue lapses, each policy receives an automated cadence, script, and channel mix.
Active Renewals
Proactive Expiry PreventionAutomated multichannel reminders trigger 30–60 days before due date, closing policies early and protecting retention.
Break-in Recoveries
Inspection-Led ReactivationLapsed policies are immediately flagged and channeled into streamlined inspection workflows rather than written off.
Rollover Policies
Frictionless TransitionsMulti-year policies automatically roll into the upcoming renewal cycle without manual data entry or spreadsheet tracking.
New Deliveries
Day-One OnboardingBrand-new vehicle purchases are instantly enrolled into the renewal pipeline from day one, locking in long-term customer retention.
Automate outreach & warm up high-intent leads
Combine scheduled digital touches with AI-assisted qualification so telecallers connect when customers are ready to renew.
Automated WhatsApp & SMS reminders
Initiate 60, 45, and 30 days prior to policy expiry with custom renewal quotes.
Intelligent Voice AI
Pre-qualifies prospect availability and intent, filtering out unresponsive numbers before human dialing.
High-intent opportunities routed instantly
Automatically routed to dealership telecallers with pre-filled quotes and policy comparisons.
Structured follow-up cadences
Unreached customers enter follow-up cadences via Email, RCS, and WhatsApp to maximize final closing rates.
Convert renewals into workshop revenue with digital coupons
Replace paper coupon slips with tamper-proof digital vouchers that drive repeat dealership service visits.
How the digital workflow works
Create Offer
Configure promotional rewards (complimentary wheel alignment, wash, or labor discounts) in AUTOSherpa.
Issue Instant Code
Dealership renewal executives attach targeted vouchers directly during renewal calls.
Zero-App Delivery
Customers receive an instant SMS/WhatsApp link containing a personalized, unique code.
Bay-Level Redemption
Service advisors validate the code live in the workshop DMS, preventing duplicate claims.
Measurable dealership value
100% Paperless Operations
Eliminate physical coupon book printing and inventory logistics across all outlets.
Zero Voucher Fraud
Each coupon is tied strictly to vehicle registration and customer phone number.
Real-Time Outlet Auditing
Live dashboard tracking of issued vs. redeemed coupons across all regional branches.
Higher Aftersales Upsell
Draw renewers back into workshop bays for PMS, body paint, and accessories.
Equip field agents with a complete 360° profile
Give mobile representatives instant customer intelligence on the road while syncing every interaction in real time. From doorstep visits to on-the-spot policy drop-offs, agents access full vehicle and interaction context directly from their mobile app.
Vehicle Details
Model, fuel type, registration & chassis data auto-populated.
Renewal & Expiry Info
Instant access to current policy timeline and terms.
Prior Claims History
Transparent risk background to quote accurate NCB & add-ons.
Dynamic Premium Calculator
Real-time quotation engine for immediate customer sign-off.
Contact & Follow-up History
Complete omni-channel logs of calls, WhatsApp messages, and notes.
Visit & Payment Sync
Collect payments, capture signatures, and sync directly to CRM.
Single Pane of Glass
Every field executive opens one screen with the vehicle, the policy, and the customer's full history already loaded.
Syncing to CRM in real time
