Every renewal called. Every quote answered.
Insurance brokers lose more revenue to silence than to price. Renewals lapse because no one called in time, quote enquiries go cold overnight, and claims updates get chased by phone all day. Sysevo's AI agents call every renewal on schedule, answer every quote enquiry within seconds, and keep policyholders updated, while every conversation updates the CRM automatically.
The problem
What you're dealing with now.
Renewals lapse before anyone picks up the phone
Brokers often don't call until a week before expiry. By then the policyholder has already got three comparison quotes and half of them switch.
Quote enquiries go cold outside office hours
A form submitted at 7pm or a missed call on a Saturday sits until Monday morning. Most of those prospects have already bought cover elsewhere by then.
Admin time disappears into chasing documents and claims calls
Proof of no-claims, signed mandates, ID checks, and 'any update on my claim?' calls fill hours that should go to advising and writing new business.
The solution
How Sysevo helps.
Every problem above has a specific, built-in answer. No integrations needed, no setup sprints.
Renewal campaigns start 60-90 days out
The AI calls to confirm cover details haven't changed, flags anything that needs a re-quote, and books a renewal review with a broker before the expiry date is a problem.
Instant callback on every quote enquiry
A website form, comparison-site lead, or missed call triggers an outbound call within seconds, qualifying cover type, start date, and budget before handing a warm lead to a broker.
Automated document chasing and claims updates
The AI calls to chase outstanding paperwork and gives policyholders proactive status updates on open claims, routing anything that needs a judgement call straight to a human adviser.
Use cases
What insurance teams use it for.
Purpose-built for the specific workflows insurance businesses run every day.
Quote enquiry qualification
Renewal outreach campaigns
Claims status updates
Document chasing reminders
Cross-sell and upsell calls
Agent in action
See it working in your industry.
Renewal 60 days out
Agent
“Hi Mrs Patel, it's Alex calling from Harrow & Vale Insurance. Your motor policy renews on the 14th of next month, I'm just checking whether anything's changed with your car or address before we get your renewal quote sorted.”
Caller
“Actually yes, I've added my daughter as a named driver.”
The change is logged and flagged for a broker to re-quote before renewal instead of auto-renewing on stale details.
Missed quote enquiry
Agent
“Hi, it's Sam calling back from Coastline Brokers, I saw you tried calling about a home insurance quote a few minutes ago and I'm sorry we missed you. Have you got five minutes now?”
Caller
“Oh brilliant, yes, I'm trying to get cover sorted before we complete on the house on Friday.”
The enquiry is qualified and booked in for a broker call before the caller gets a quote elsewhere.
Claims status check-in
Agent
“Hi Mr Osei, calling with an update on your claim reference 88214, the assessor's report has come back and it's moved to the settlement stage. A claims handler will call you within 24 hours to go through next steps.”
Caller
“Finally, thank you, I've been waiting two weeks for an update.”
The caller gets a proactive status update without tying up the claims team's phone lines.
Built for insurance
Capabilities designed around your industry.
Every feature reflects how insurance teams actually operate — not generic software adapted after the fact.
24/7
Quote and claims intake
90 days
Renewal outreach window before lapse
100%
Calls logged to the CRM automatically
Platform capabilities
Everything you need, built in.
Renewals & Retention
Your book of business, protected automatically
- Renewal outreach starting 60-90 days before expiry
- Lapse-risk flagging for policies with no response
- Automatic re-quote requests logged for brokers
- Detail-change capture mid-renewal call
- Retention rate tracking by policy type
- Lost-renewal reason capture when a policyholder switches
Quotes & New Business
Every enquiry answered and qualified
- Instant callback on missed quote enquiries
- Cover type, budget, and start-date qualification
- Website and comparison-site lead intake
- Quote requests routed to the right broker
- Outbound campaigns for cold and aged leads
- New business pipeline scored by likelihood to convert
Claims & Policy Admin
Status updates and document chasing, handled
- Claims status update calls at each milestone
- Outstanding document and ID chasing reminders
- Proof of no-claims bonus follow-up
- Signed form and direct debit mandate reminders
- First notice of loss intake and routing
- Escalation to a human handler for complex claims
Compliance & Call Records
Every call logged for audit readiness
- Full call transcript and recording per contact
- Consent and disclosure statements logged automatically
- Cross-sell and upsell opportunities flagged, not advised
- Vulnerable customer flags routed to a human
- Audit trail of every renewal and claims contact
- Policy and household data unified per contact record
How it works
Up and running in hours, not months.
Connect your policy book and calendars
Import your existing contact and renewal data, connect broker calendars, and Sysevo is ready to start calling within days, not months.
AI handles quotes, renewals, and follow-ups
The agent answers quote enquiries, runs renewal and cross-sell campaigns, and chases documents, all in your firm's voice, 24/7.
Every call updates the CRM instantly
Contact records, policy details, and next actions are logged automatically, so brokers open the day with a qualified, prioritised task list.
Advisers step in for advice and complex cases
The AI qualifies, routes, and reminds. Regulated advice, complex claims, and sensitive conversations are always handed to a licensed human adviser.
<60s
Response to quote enquiries
vs. next-day call-backs across much of the industry
90 days
Renewal campaign coverage
outreach starts well before lapse risk sets in
0
Manually updated contact records
every call auto-fills the CRM
24/7
Quote, claims, and renewal support
AI handles intake and routing, advisers handle advice