Smartflo healthy
RG
Operations / Command Center

Renewal operations

One workspace for policy intake, AI calling, live conversations and renewal actions.

Renewal poolPOL
0
customers in workspace
Calls todayAI
0
0 connected
Renewal intentLIVE
—
based on completed calls
Expiring ≤ 30dRISK
0
needs follow-up

Renewal pipeline

Prioritize expiring policies and start calls without leaving the table.

0 customer(s) selected for batch call · max 10 at once
CustomerPolicyVehicleInsurerExpiryCallAction
⌕

No customers found

Add a customer or change your filters.

Workspace / Batch Call

Batch calling campaigns

Upload any number of customers, choose how many to dial at once, and RenewAI works through the whole list in rounds automatically until everyone has been called.

1 · Upload customers to call

⇧

Drop Excel or CSV here

Any number of customers — 18, 55, 200, it doesn't matter. Same columns as the template.

2 · How many to call at once?

RenewAI keeps this many calls going at once. The moment any one of them finishes, it immediately starts the next customer — it never waits for the whole group to finish before continuing — until everyone on the list has been called.

Starting…

0 / 0 finished

Download final report

Earlier batch campaigns

Workspace / Call Me Later

Call me later

Customers who asked for a callback. RenewAI automatically re-dials each one at the exact day and time they agreed to — no manual follow-up needed.

Download all (Excel)
No callback requests yet. Once a customer asks to be called back, they'll show up here with their scheduled day and time.
CustomerPolicyMobileScheduled ForNoteStatusActions
Workspace / Customers

Customer directory

Customer 360° view with policy, vehicle and call history.

CustomerMobilePolicyVehicleInsurerExpiryActions
Workspace / Live Calls

Live call monitor

Monitor active AI calls and open a call to inspect the conversation.

Workspace / Renewal Quotes

Renewal quotations

Quote workspace prepared for your future underwriting API.

Workspace / Excel

Batch customer importer

Validate policy rows before putting them into the renewal queue.

⇧

Drop Excel or CSV here

Supported: .xlsx, .xls, .csv · required fields are validated.

Workspace / Analytics

Campaign analytics & outcomes

Live breakdown of every dialed call — connected or not, estimate wanted, callback scheduled, DND — straight from the customer database.

0
Connected

Final outcome mix

Parsed outcome across every connected call.

Funnel & resolution efficiency

Drop-off from the dialed list to a resolved, actionable outcome.

Call outcome directory

Click a row to inspect its outcome and transcript.

CustomerPolicyCall statusFinal intentCallback
Workspace / Tester Feedback

Batch testing feedback

Everything your testing team submitted from the Call Testing console, across every scenario and language.

Download all (Excel)
Total submissions
0
Connected
0
Did not connect
0
Scenarios covered
0 / 12

All feedback

Click a row to read the full feedback text.

ScenarioCustomer / PolicyLanguageConnectedQualityTesterWhen
No tester feedback yet. Share the Call Testing page with your team to get started.