Without Silia
- The advisor finds out late
- Proposal thrown together
- High and low value alike
Proactive Renewals Engine
Part of the Broker
Detects each expiry ahead of time, requotes with the current carrier and alternatives, contacts the client and runs the renewal once the client approves.
Broker
The context
The broker's book quietly leaks away over the year
Expiries arrive and the client gets no proposal in time, so they shop elsewhere or do not renew, and the advisor finds out late. When they do renew, the proposal is thrown together with the usual carrier. The high-value book gets the same attention as the low-value one.
The solution
A renewal that gets ahead of every expiry date
The agent scans the book every day, detects each expiry at thirty, fifteen and seven days and prioritizes it. It requotes with the current carrier and alternatives, builds the proposal and contacts the client. If they approve, it runs the renewal and logs the outcome.
Ask me anything
Key capabilities
What the agent does in your operation.
Book monitoring
Scans the whole book every day, detects the expiries at thirty, fifteen and seven days and prioritizes them by the client's value and risk.
Automatic requoting
Requotes each renewal with the current carrier and alternatives before contact, so the proposal reaches the conversation ready.
Proactive contact
Builds the letter and script, contacts the client on their preferred channel with up to three attempts and leaves the advisor prepared.
Renewal and logging
Runs the renewal once the client approves, issues it directly for microinsurance and records each outcome to sharpen the priority.
With Silia
- Every expiry detected
- Proposal ready before contact
- Priority by value and risk
System
System integrations
Silia connects live to the systems your business runs on: it updates records, triggers workflows and confirms actions.
FAQs
Still have questions?
Every operation is different. Let's talk about yours.
Tell us what you're working on. We'll find a time to show you how Silia can help.
Multi-Carrier 360 Quoting
Quotes across every carrier at once, normalizes the replies into a comparison with three scenarios and spots the client's coverage gaps with the broker rules.
BrokerClient Document Onboarding
Collects the client's documents over WhatsApp, reads them with OCR and validates the RFC against SAT, leaving the client file complete and ready to quote.
BrokerCommercial Inbound
Handles every lead over WhatsApp, web or email in under 30 seconds, scores it against the broker's ICP and assigns it to the right advisor with full context.
BrokerAML & KYC Compliance Engine
Runs the client's KYC and KYB validation against the existing providers, classifies the result and issues the auditable compliance token needed to issue.
BrokerGuided Policy Issuance
Guides the advisor through issuance, validates the documents against the brief, runs the transaction in the carrier and syncs CRM, ERP and the doc manager.
Broker