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Proactive Renewal

MarketingInsurance

Automatic reminder 30 days before expiration. AI agent negotiates conditions and sends payment link.

Marketing

Insurance

4 blocks

Proactive Renewal

Marketing

AI Agents

WhatsApp

CRM

Financial

Expected results

Before

Renewal rate

60%

Contact

Manual

Personalization

None

After

Renewal rate

85%

Contact

Automatic 30d before

Personalization

By profile

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