Finance & Insurance

Turn expiring policies and pending claims into renewed revenue.

FollowSure powers automated calls, WhatsApps, and emails to prevent renewal lapses, accelerate claims follow-ups, and keep clients engaged — so your advisors can focus on growth.

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Finance & Insurance hero illustration

The Challenges Advisors Face

Missed renewals

Policies lapse when clients don’t receive timely reminders.

Claims delays

Follow-ups slip through the cracks, leaving clients frustrated.

Idle leads

Thousands of CRM contacts sit untouched, never re-engaged.

FollowSure Does the Heavy Lifting

  • Renewal Campaigns
    Automated outreach ensures policies renew on time.
  • Claims Confirmation
    Immediate multi-channel follow-up after claim submission.
  • Advisor Productivity
    Free your team to focus on advising, not chasing cold leads.
  • Compliance & Tracking
    Every client interaction logged with timestamps for audit.

How It Works — Finance & Insurance

Your CRM (expiring policies, pending claims, idle leads)

Records ready for action

source
FollowSure Automation
  • AI-powered Calls
  • WhatsApps
  • Emails

Engaged, renewed, or confirmed clients

Synced back to CRM

destination
1

Upload records

Import policies, claims, or leads from CRM/CSV.

2

Automated nurture

FollowSure re-engages across channels.

3

Retain & renew

CRM refills with confirmed renewals and engaged clients.

Start Your Free Pilot

Proof in the Numbers

Up to
+28%
more policy renewals secured
Up to
−35%
fewer claims delays
Typical
4x
ROI within pilot campaigns

What customers say

“FollowSure cut our renewal lapses by 40% within two months.”
— Senior Insurance Advisor

Ready to protect revenue and prevent lapses with zero extra work?

Run a Free Pilot
Prefer a personal demo? →Talk to Sales