Policy renewal offer
Policies re-priced, sharp increases go to approval; customer accepts with one tap and the policy is issued.
Policy renewal offer
- Batch: 8,120 motor policies expiring within 30 days listed
- Policy #KS-1187720: 2 claim-free years, 2021 vehicle, no-claims discount 30%
- Rating engine: new premium 19,700 (last year 15,900, +23.9%)
- Plan: increase check → approval → offer → consent → issue
- Increase 23.9% > 20% threshold → loyalty discount of 8% proposed, approval needed
- Increase > 20% → renewal team lead approved the 8% discount → 18,124
- Offer summary with an "I accept" button sent on WhatsApp
- Customer accepted; explicit consent and data-protection notice acknowledged
- Consent stored with timestamp, policy #KS-1187720/2 issued
- Policy PDF and payment link emailed
Simulation · derived from real agent definitions · every agent can be built by dialogue with the Autonomous Agent and validated with a test corpus
Batch: policies expiring within 30 days
New policy issued, consent time-stamped, PDF and payment link with the customer
Agents
Renewal Supervisor
Decomposes the objective, delegates to agents, manages approval points, merges the result.
Pricing Agent
Computes the new premium from claim history and the rating engine
get_policyget_claim_historycalculate_premiumapply_discountsOffer Agent
Drafts and sends the offer, interprets reply and consent
draft_offersend_whatsappsend_emailparse_replyIssuance Agent
Records consent, issues the policy, creates the payment link
record_consentissue_policycreate_payment_linkSteps
| # | Kind | Agent | What happens | System | ms | tok |
|---|---|---|---|---|---|---|
| 01 | ingest | Renewal Supervisor | Batch: 8,120 motor policies expiring within 30 days listed | — | 320 | — |
| 02 | tool | Pricing Agent | Policy #KS-1187720: 2 claim-free years, 2021 vehicle, no-claims discount 30% | Policy Admin System | 410 | — |
| 03 | tool | Pricing Agent | Rating engine: new premium 19,700 (last year 15,900, +23.9%) | Rating Engine | 520 | — |
| 04 | plan | Renewal Supervisor | Plan: increase check → approval → offer → consent → issue | — | 260 | 180 |
| 05 | verify | Pricing Agent | Increase 23.9% > 20% threshold → loyalty discount of 8% proposed, approval needed | — | 580 | 520 |
| 06 | approval | Renewal Supervisor | Increase > 20% → renewal team lead approved the 8% discount → 18,124 | — | 2,600 | — |
| 07 | notify | Offer Agent | Offer summary with an "I accept" button sent on WhatsApp | WhatsApp Business API | 260 | 340 |
| 08 | reason | Offer Agent | Customer accepted; explicit consent and data-protection notice acknowledged | — | 420 | 210 |
| 09 | write | Issuance Agent | Consent stored with timestamp, policy #KS-1187720/2 issued | Policy Admin System | 540 | — |
| 10 | notify | Issuance Agent | Policy PDF and payment link emailed | Email (Exchange) | 240 | — |
Voice claims intake (FNOL)
The customer calls and describes it; policy found by plate, cover checked, claim opened and adjuster assigned.
Underwriting document extraction
Medical reports and labs read and assessed against the manual; underwriters only see files above threshold.
Motor claim photo assessment
Damage detected from photos, estimate built from parts and labour, adjuster only approves; repair slot booked.
Time to move from experimenting with AI to transforming with it.
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- Your 2–3 priority problems
- Live demo of a similar scenario
- Roadmap starting with value analysis