Insurance Renewal Reminder Script
Lift renewal rates 12–18%. Motor + health + life policy renewal reminders in 5 Indian languages. Free template.
The system prompt
This is the exact prompt the agent runs on. Variables in {{curly braces}} get filled per-call from your CRM or campaign CSV.
Variables you supply
| Key | Label | Example |
|---|---|---|
| {{insurer_name}} | Insurance company | HDFC Ergo |
| {{customer_name}} | Customer name | Vikram Singh |
| {{policy_type}} | Policy type | Motor (car) |
| {{policy_number}} | Policy number | HE-MOT-8823449 |
| {{expiry_date}} | Expiry date | 22 April 2026 |
| {{renewal_premium}} | Renewal premium (₹) | 8,420 |
Sample call flow
Exactly what the agent says on a live call. Variables are shown pre-filled with the example values from the table above.
Pickup + disclose
“नमस्ते Vikram ji, मैं HDFC Ergo से Meera बोल रही हूँ। आपकी car insurance policy 22 April को expire हो रही है, उसी के बारे में बात करनी है।”
Renewal value
“आपका renewal premium ₹8,420 है — पिछले साल जितना ही। अगर policy lapse हो गई तो आप सड़क पर uninsured ride करेंगे, जो legally allowed नहीं है।”
Payment link
“क्या मैं आपको SMS और WhatsApp पर payment link भेज दूँ? 2 minute में renew हो जाएगा।”
Close
“Link भेज दिया है। अगर कोई help चाहिए तो customer care पर call करें। धन्यवाद।”
- Renewal reminder in 5 Indian languages
- Payment link via SMS + WhatsApp
- Policy data fetch from insurer core system via API
- Lapse prediction — prioritizes policies 30/15/7 days before expiry
- Mis-sell new policies (IRDAI violation)
- Issue policies directly (routes to agent / online portal)
- Call outside IRDAI-compliant timing
Compliance enforced by default
Runs natively in 5 Indian languages
Clone Insurance Renewal Reminder and deploy in 5 minutes
Flat ₹1.5/minute platform fee. Welcome credits, no card required.