Qualyon

Operational toolkit to identify churn reasons and rapidly reinstate insurance policies
Rating
Your vote:
No screenshots
Notify me upon availability

Start your retention day with a queue you can act on. Connect Qualyon to your CRM, dialer, and support inbox. It ingests recent renewal interactions, payment failures, and chat threads, then clusters the top churn drivers—pricing shock, coverage gaps, claim dissatisfaction, service delays—and ranks policyholders by save probability. Each record comes with the precise reason detected and a recommended next best action, so teams move from guesswork to execution.

For frontline reps, the app opens as a guided call workspace. You’ll see context, sentiment, and compliance notes, plus dynamic talk tracks tailored to the customer’s reason to leave. With one click, extend a grace window, trigger a card retry, request an underwriting review, or apply an approved retention credit. Qualyon auto-generates the follow‑up email/SMS, fills reinstatement forms, logs the disposition, and schedules the agreed callback—no tab‑hopping.

Retention ops can run targeted saves in batches. Build a ‘today’ list filtered by lapse risk, premium tier, or product, and launch mixed‑channel outreach (phone, SMS, WhatsApp) at the best time slot suggested by engagement data. A/B test scripts and offers, route complex cases to specialists, and track outcomes in real time: save rate, policy reinstatements, refunds avoided, and NPS recovery. Completed actions sync back to the CRM and policy admin system automatically. more

Review Summary

Features

  • - Churn driver detection from calls, emails, chats, and payment signals
  • - Prioritized save queue with next best action per policyholder
  • - Guided agent workspace with dynamic scripts and compliance prompts
  • - One‑click actions: grace extension, payment retry, credits, underwriting review
  • - Auto follow‑ups: email/SMS, reinstatement forms, callback scheduling, disposition logging
  • - Batch outreach with channel/time optimization and skill-based routing
  • - A/B testing and offer governance with approval workflows
  • - Real-time metrics: save rate, reinstatements, refunds avoided, NPS lift
  • - Playbook Builder and rule-based routing for objections and escalations
  • - Integrations: CRM, dialer, policy admin, payment gateways, Slack/BI

How It’s Used

  • - Save at-risk renewals during peak season with prioritized outreach
  • - Close the loop on issues raised in service interactions before lapse
  • - Win back recently lapsed policies with targeted offers and payment links
  • - Recover failed payments and prevent unintentional cancellations
  • - Coach agents with context-aware talk tracks and QA prompts
  • - Enforce compliant concessions and escalation paths at scale
  • - Focus on high-value accounts with the highest save likelihood
  • - Detect systemic root causes and coordinate fixes with product and claims

Plans & Pricing

Qualyon

Custom

Inbuilt Conversations
Hyper-Personalization
Proprietary AI algorithms
Campaign Management

Comments

User

Your vote: