Automation for insurers and brokers
From the first quote to every renewal, Cllr runs policyholder engagement end to end for your organisation, so your agents and adjusters spend their time on the cases that need judgement.
One platform for every insurance workflow
This is quote follow-up as it runs: the event that starts it, each step on the channel the customer answers, and the result written back.
Under 1s
From the event to the first step3 channels
Voice, WhatsApp, Email, in one workflow60+ languages
Each conversation in the customer's ownWritten back
Every outcome lands in the CRMA sample workflow. The systems, rules, steps, channels and KPIs are configured end to end for your business.
Insurance use cases
Each one runs on the same connections, rules and audit trail, so you can start with one and add the rest.
Quote follow-up
Call back every quote request while it is fresh.Starts when
- Quote requested online
- Quote issued but not purchased
- Callback requested
Runs on
- Voice
Claims intake
Take first notice of loss and keep claimants updated.Starts when
- Inbound claim call or message
- Claim opened in your system
- Claim status changed
Runs on
- Voice
- SMS
Policy renewals
Renewal reminders and payment links before the policy lapses.Starts when
- Renewal date approaching
- Premium payment overdue
- Grace period ending
Runs on
- Voice
- SMS
Where the manual work sits today
Quotes go unanswered
Prospects request a quote, compare a few options and buy from whoever calls back first.Claims start with a long intake
First notice of loss takes the same questions every time, and customers wait in a queue to answer them.Renewals lapse by accident
Policies lapse because a reminder was missed, not because the customer chose to leave.
How you go live
Start with one workflow, or plan a wider rollout from the start.
Illustrative. Your timeline is scoped with our team.
Day 1
Day 2
Day 3
Day 4
Day 5
Day 6
Day 7
Day 8
Day 9
Day 10
Day 1 to 2
Scope
Agree the first workflow, quote follow-up, and the KPI it should move: time to first contact.Day 3 to 6
Connect
Read access to the policy administration system and CRM. Events are mapped and the rules written with your team.Day 7 to 9
Review and test
Compliance reviews disclosures and recording consent. Test calls and messages run with your team first.Day 10
Live
Live on real traffic, measured against the KPI from the first day.
Systems Cllr connects to
Events come in from these systems, and every outcome is written back to them.
- Policy administration
- Claims management
- CRM
- Payment gateways
- Document storage
Questions from insurance teams
How Cllr fits your systems, rules and compliance needs.
Still have a question?
Talk to the team and we will answer it directly.
Further reading
Guides for insurance teams on the blog.
Start with the workflow that costs you most
Bring one process with a clear owner and a measurable baseline. We map it, test it against representative cases, and hold it to the KPI you set.