Use Case

Agentic Policy Renewal and Cross-Selling Engine

October 12, 2023
April 9, 2026
8 min read
20
min read
Data visualization and AI network
85%Reduction in manual data entry time
25–40%
increase in renewal rates
3.2xIncrease in underwriting throughput
30–50%
uplift in cross-sell revenue
100%Sovereign data compliance maintained
3–4×
more relevant client interactions

Insurance companies lose significant revenue at renewal due to late or generic outreach. This agentic engine predicts churn risk and simultaneously surfaces relevant cross-selling opportunities with personalised offers.

The Challenge of Missed Renewal and Cross-Sell Opportunities

Before implementing Singularity IO's agentic platform, underwriting teams spent up to 40% of their time manually extracting data from PDFs, emails, and legacy systems. This not only slowed down the quotation process but also introduced the risk of human error in critical risk assessment models.

Business Challenge
Insurance companies often lose policies at renewal due to late or generic outreach, resulting in avoidable revenue leakage.
How Agentic AI Helps
An agentic renewal engine proactively identifies renewal risks and simultaneously surfaces relevant cross-selling opportunities with personalised offers.
Detailed Automated Business Process
The system analyses policy data, claims history, and external signals to predict churn probability, then autonomously generates tailored renewal offers and relevant cross-sell recommendations delivered at the optimal moment.
Potential Business Impact
Renewal rates rise significantly, cross-sell revenue increases, and client relationships are strengthened through relevant, timely interactions.
Key Takeaways

Implementation Stack

LangGraphLlama 3 (Self-Hosted)ExoscalePostgreSQLn8n

Ready to boost retention and revenue?

Explore how agentic policy renewal and cross-selling can transform your insurance portfolio.

Ready to boost retention and revenue?

Explore how agentic policy renewal and cross-selling can transform your insurance portfolio.

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Measurable Impact

How Singularity's sovereign agentic workflows transformed operations and delivered concrete ROI for this implementation.

85%
3.2x
$1.5M
99.9%
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