Pulse - Insurance Policy Renewal Agent

Automating Insurance Policy Renewals with AI-Powered Digital Assistants

Business Challenge

  • Time-Consuming Renewals
    Renewing insurance policies is often time-consuming for both providers and customers. Traditional call centers must verify details, explain updated premiums, and process payments all while maintaining a professional and empathetic tone.
  • High Call Volumes
    High volumes of renewal requests can overwhelm human agents, leading to longer wait times and reduced customer satisfaction.
  • Need for Automation
    The company needed a solution to automate routine renewals, explain options clearly, and finalize transactions securely.

Pulse in Action

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How Agentic AI Helped

  • Automated Renewals
    Pulse manages the entire renewal process from start to finish.
  • Clear Explanations
    Policy updates and pricing are explained transparently, with alternative options presented when available.
  • Secure Processing
    Customer verification and payment handling are managed safely and efficiently.

Results

  • Seamless Renewals
    Customers renew their policies in a single automated conversation without needing a live agent.
  • Transparency
    Clear explanation of pricing changes and alternative options builds trust.
  • Efficiency Gains
    Automated verification and payment processing reduce workload for human staff.
  • Improved Retention
    Fast, convenient, and professional renewal experience strengthens long-term relationships.

Why It Matters

This use case demonstrates how AI-driven assistants can transform insurance customer service by handling complex yet repeatable processes such as renewals. Businesses benefit from improved efficiency, while customers enjoy a smooth, transparent, and reliable experience.

Simplifying Complex Operations Through Automation-as-a-Service

  • “Working with Unite is always insightful and visionary. As one of the pioneers in the field, their innovative mindset keeps us progressing with every new product and technology always outcome-driven, fast, and accurate.”
    Mehmet Özbek
    Process Automation Technical Leader - Ford Otosan
  • "Thanks to their expertise and right product/technology selection, we have accomplished many projects that were once considered ‘impossible."
    Nilay Sarı
    Process Automation Services Product Owner - Ford Otosan

Unite powers transformation through AI, automation, and orchestration—where you only pay for results.

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London

Unite Information Technologies UK LTD
Second Floor, 3 Liverpool Gardens, Worthing, West Sussex, BN11 1TF London/UK
Tel: + 01903624664

Istanbul

Cumhuriyet Mah. Abdi İpekçi Cad. Mermer Sok. No:4 Kartal 34876 İstanbul/Türkiye
Tel: +90 (216) 453 40 00

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