Never lose another lead to a forgotten follow-up.
A lead arrives from a Meta ad or a CSV. The AI messages it on WhatsApp, calls when it has to, qualifies and scores it, then assigns it to a rep. Quotes, policies and renewals are tracked in the same panel, against SLAs.
No credit card · Set up for your agency, with your data
Total leads
0
last 30 days
Win rate
0%
+4 pts vs. previous period
Premium at risk
£0
inside the renewal window
SLA breaches
0
2-hour first contact
Lead flow — last 30 days
What happened overnight
- 03:12New motor-insurance lead messaged on WhatsApp.
- 04:40AI qualified it: score 82 · Hot
- 06:05No reply → call task created (Emma K.)
- 07:18Earthquake policy hit T-1, escalated to the manager
What it connects to
- Meta Lead Ads
- WhatsApp Business API
- Voice calling
- Gmail
- Outlook
- CSV / Excel import
- Stripe
- iyzico
- Webhooks
- Google Authenticator
- Live notification feed
The problem isn't missing data — it's that the system is someone's memory.
A thousand leads in a sample month. Every narrowing below comes from someone forgetting, not from a system failing.
- Leads from ads and forms1,000
- Contacted within 2 hours410
590 leads went unanswered on day one; most were never opened again.
- Qualified and scored260
Nobody knows who is hot and who is cold — everyone waits in the same queue.
- Turned into a quote120
Quotes lapse on their expiry date with no one chasing them.
- Became a policy48
- Renewed on time31
The renewal date was in the system. Nobody was reminded.
Thirty-one of a thousand leads made it to a renewal. None of that loss was about price; all of it was about a call that happened too late.
What agencies tell us
Leads come in from the ads, but by the evening nobody knows who called whom.
We sent the quote, the customer said they'd think about it. Nobody followed up.
We found out the policy had lapsed when the customer renewed it somewhere else.
Everything is in the spreadsheet. Nobody remembers to open the spreadsheet.
The Customer's Phone
One month before the policy ends. What shows up on the customer's phone?
Same customer, same date. The only difference: whether a message ever arrives.
When follow-up depends on a person
A diary, a spreadsheet, and memory
- 1 month leftno message
- 15 days leftno message
- 1 week leftnobody called
- 1 day leftI bought my policy somewhere else.
When follow-up lives in the system
AkıllıArama remembers, and writes
- 1 month leftHi — your car policy ends in a month. Shall we renew it?
- 15 days leftYour new price is ready. Would you like to go ahead?
- 1 week leftNo reply → customer called
- 1 day leftYes, let's renew it.
Same customer, same date, two different outcomes. The difference is whether that message depends on someone remembering, or on a system.
One chain instead of scattered follow-up.
The record from an ad, the AI qualification, the rep assignment, the quote, the policy and the renewal are stops on the same line. Nobody has to remember the handoffs between them.
Today
Tracked in three places, owned in none
- Leads live in WhatsApp, the book in Excel, reminders in a diary.
- Who called whom is settled verbally at the end-of-day meeting.
- The policy expiry date sits in a file, but no task lands on anyone.
- The quote expires; nothing tells you it did.
When the chain breaks, the loss goes unnoticed — you find out when the customer doesn't come back.
AkıllıArama
The same record, traceable across six stops
- The record arrives — Meta form, web form, CSV/Excel or webhook.
- AI talks to it — messages on WhatsApp, calls if needed; assigns a 0–100 score and a grade.
- It reaches a rep — round robin, territory-based or workload-balanced.
- A quote is prepared — product, insurer, premium and validity are tracked.
- It becomes a policy — the source is retained and the countdown to expiry starts.
- The renewal engine takes over — T-30, T-15, T-7, T-1.
Every transition is written to the timeline with its actor and its timestamp.
AI qualifies
It messages a new record on WhatsApp and, if no reply comes, the voice assistant calls. From the conversation it derives the need, the product and the intent to buy.
0–100 score · Hot / Warm / Cold
The panel distributes
A qualified record reaches a rep without waiting. Unassigned records are counted separately, so nobody's workload swells quietly.
Round robin · Territory-based · Workload-balanced
The renewal engine won't let you forget
A task opens by itself at each day threshold before a policy expires. If it isn't closed in time, it escalates to the manager.
T-30 / 15 / 7 / 1 · 24h SLA · 72h escalation
From the ad to the renewal, on one track.
Six stops. The moves between them are made by rules rather than by hand, and every move is written to the timeline with an actor and a timestamp.
01
The lead lands
Meta lead form, web form, CSV/Excel or webhook. Format, encoding and delimiter are detected for you.
02
The AI talks to it
It messages on WhatsApp, calls when needed, extracts the need and returns a 0–100 score plus a hot/warm/cold grade.
03
It reaches a rep
Round robin, by territory or balanced by workload. Anything unassigned is counted separately on the dashboard.
04
A quote is drawn up
Product, insurer, premium and validity. A task opens for any quote about to expire.
05
It becomes a policy
One click converts the quote; the source stays traceable and the countdown to expiry begins.
06
The renewal engine takes over
T-30, T-15, T-7, T-1. No reply means a call task; still no reply means a manager escalation.
One panel, six different jobs.
Every section carries its own screen, and the screen moves as the story does.
Open it in the morning and see what the night did.
Lead flow, win rate, premium at risk and SLA breaches on one screen. Switch between today, 7 days and 30 days; every card drills into the list beneath it.
- Conversion ribbon: ad to won, thickness carries the volume
- Lead quality: hot / warm / cold / not yet assessed
- Rep performance: assigned, won, load, average score, ranking
- SLA breaches and renewal exceptions on their own counters
Total leads
1.284
Win rate
38%
Hot leads
217
No-reply rate
12%
Lead quality
Rep performance
| #1Emma K. | 142 | 58 | 41% |
| #2Ben T. | 128 | 44 | 34% |
| #3Sophie A. | 119 | 36 | 30% |
Prospects and existing customers, on two separate tabs.
Filter the list by status, grade, score, platform and last call. The detail page gathers a customer's whole history — messages, calls, quotes, policies, tasks — into one timeline.
- AI insight: an automatic score and summary after every conversation
- The WhatsApp panel enforces the 24-hour window rule
- Contact card: national ID, date of birth, current insurer, consent date, source
- Data protection: export and erasure requests straight from the card
Alice W.
London · Qualified
Michael K.
Birmingham · AI engaged
Daniel O.
Manchester · Following up
Kevin B.
Leeds · New
AI insight
The motor policy is coming up for renewal and this customer is price-sensitive. Lead with the discounted quote.
A quote should not go quiet after it is sent.
Status tabs carry counts: draft, sent, accepted, rejected, expired. A quote nearing its expiry opens a task on its own, and an accepted quote becomes a policy in one click.
- Filters for product, insurer, premium and validity
- "Mine only" and "overdue only" views
- Annual or monthly premium display, plus a converted badge
- List and grid layouts
Alice W.
Motor · Insurer A
Daniel O.
Health top-up · Insurer B
Kevin B.
Earthquake · Insurer C
Simon D.
Home · Insurer D
Accepted quote
Convert to policyRenewals run on rules, not on memory.
When a policy enters its renewal window the T-plan starts. Each step opens a task, and silence escalates the channel: message → call → manager.
- T-30 / T-15 / T-7 / T-1 days are configurable in settings
- First-contact SLA and no-reply delay are set in hours
- Policies above the high-value premium threshold are flagged separately
- Premium at risk sits on the dashboard as a single number
T-plan · Motor, expires 12 Sep
- T-30WhatsApp template sent
- T-15New price shared, no reply
- T-7Call task open · Emma K.
- T-1Manager escalation
Michael K.
Earthquake · POL-20418
Alice W.
Motor · POL-20377
Simon D.
Home · POL-20402
WhatsApp and calls, on the customer's own timeline.
Messages, calls, templates and campaigns in one place. Meta's 24-hour window rule is enforced: once it closes, free text is locked and an approved template is required.
- Approved templates with their Meta review status
- Campaigns: one-off or recurring
- Describe a segment in plain language and let the AI build the conditions
- Call records with status, direction and a summary
Michael K.
Earthquake · 5 days to renewal
No reply for 26 hours — call task created
24-hour window closed
It has been 26 hours since the customer's last message. Free text is locked; you can continue with an approved template.
Manage renewals by measurement, not by guesswork.
Conversion funnel, rep performance, a breakdown by region and full renewal analytics — period over period, exportable as CSV.
- Renewal conversion rate and renewals recovered after escalation
- SLA breach rate and unresponsive-customer rate
- Quote-to-acceptance rate and average decision time
- Most common rejection reason and median renewal premium change
Renewal conversion
64%
+7 pts
SLA breach rate
12%
-5 pts
Renewals recovered
38
after escalation
Unresponsive
19%
+2 pts
By city
Total leads
1.284
Win rate
38%
Hot leads
217
No-reply rate
12%
Lead quality
Rep performance
| #1Emma K. | 142 | 58 | 41% |
| #2Ben T. | 128 | 44 | 34% |
| #3Sophie A. | 119 | 36 | 30% |
The product's screens.
The other windows on this page are live mocks that follow your theme and language. These two are fixed images: the panel's screens, with representative data.
Screenshots taken from a sample agency account in the staging environment; the names and amounts shown are examples.
Command centre: only what needs intervention
The first screen of the day shows the rows that need touching today, not the whole book. Four cards close the question: where is money at risk, how many policies are in the window, which task is past its SLA, how many renewals were saved this month.
- Premium at risk, policies in the renewal window and SLA breaches on one line
- The “needs intervention today” list: customer, T-day, premium, owner and status
- Status badges are the product's own labels: SLA breached, Quote unanswered, No reply · no owner, Missing document
- Upcoming renewals ordered by T-day
- Rep workload: who is carrying how many open tasks
See renewal follow-up in action
Watch Akıllı Arama contact customers, follow up automatically, understand responses and bring your team in only when needed.
One renewal. Multiple channels. Every interaction tracked.
- 01Contact automatically
- 02Follow up intelligently
- 03Escalate when needed
Renewal conversation
Sarah Mitchell · Home Insurance · 18 Sep
AI voice call
Calling…
Workflow
- Renewal detected
- Contact customer
- Follow-up
- Collect missing information
- Ready for advisor
Detected → Contacted → Follow-up → Ready
See how this works with your renewal book
Explore renewal automationThe work around the panel.
Tasks, team, data and security — the parts that make the product worth opening every day.
Co Pilot
A context-aware assistant in the right-hand panel. It answers against the screen and the record you are on, and its context changes when you move.
You are looking at: Michael K. · earthquake policy
When did we last reach this customer?
Yesterday at 09:32 we shared the price on WhatsApp; no reply. The window has been closed for 26 hours and the call task sits with Emma K.
How much has the renewal premium moved?
Global search
⌘K finds any record by name, phone number or national ID.
Michael K.
Customer · Flood · Leeds
POL-20418
Policy · 5 days to renewal
0532 *** 41 07
Phone match
Tasks
Assigned to me, overdue, today, upcoming. Renewal touches and expiring-quote tasks are created and escalated automatically.
Team and assignment
Roles, invitations, rep territory and maximum load. Assignment runs round robin, by territory or balanced by workload.
Data import
CSV, Excel and the Meta ad export. Encoding and delimiter are detected, no column mapping needed; duplicates and errors are counted separately.
Data protection
Consent dates are on record; export and erasure requests start from the customer card. Personal data is masked in the logs.
Security
Role- and company-scoped access, two-factor auth via Google Authenticator, a separate data schema per company.
Credits
Voice minutes and WhatsApp message balance sit live in the bottom-left corner. Packages, coupons and payment history live under the account.
Light and dark themes, a Turkish/English interface, a collapsible menu and a guided tour are all included.
Not a feature — what actually changes by end of day.
None of these is a new report. Each one is a job nobody has to remember any more.
Your morning is already decided
The panel's first screen shows the rows that need intervention today, not the whole book. The day starts by closing the list, not building it.
Who gets called is settled in a morning meeting
The list is waiting on screen
Renewals put themselves on the agenda
A task opens automatically at each day threshold before expiry; nobody has to remember to check the calendar.
You learn a policy expired when the customer is gone
The task opens by itself at T-30
Who to call first is obvious
AI gives every record a 0–100 score and a Hot / Warm / Cold grade. The queue is no longer first-come, first-served.
Everyone waits in the same queue
Hot records sit at the top
Ownership is written down
Every record belongs to a rep; unassigned ones are counted separately. If the time is exceeded, the task moves up to the manager.
“I thought I had called them”
The task has an owner and a deadline
One customer, one history
WhatsApp, calls, email, quotes, policies and tasks on the same timeline. A handover comes down to one sentence.
The history is in three places and in one person's head
The whole history is on the customer card
A KVKK request becomes a process
The consent date sits on the record, campaigns don't go to records without consent, and a deletion request runs on the record rather than off it.
Deletion is done by hand and leaves no trace
The request runs on the record
What the product does, in numbers.
0
Automatic touchpoints before a renewal: T-30, T-15, T-7, T-1
0
Channels merged into one timeline: WhatsApp, voice, email
0
Provinces broken out — conversion and average score by city
0
Fixed monthly fee; voice minutes and messages are pay-as-you-go
These numbers describe what the product does — they are not customer results. The calculator below turns them into your own figures.
The same panel, a different agency.
If you recognise your own situation in one of these, that is the first thing the product solves for you.
Agencies collecting leads through ads
Whoever fills the form gets an answer, even at midnight
Once the Meta lead form is connected, AI messages on WhatsApp the moment the record lands. It doesn't wait for office hours.
Meta Lead Forms → AI qualification → automatic assignment
Agencies living off their book
Renewal leakage stops being silent
Every policy nearing expiry enters the renewal window and stays on the list until it is closed. Premium at risk shows up as a single number.
Renewal engine · T-30/15/7/1 · Premium at risk
Agencies with several reps
Workload stops being guesswork
The assignment strategy and the maximum workload cap distribute records on their own; who has how many open and overdue tasks is on the panel.
Round robin / Territory-based / Workload-balanced · Rep workload
One-person agencies
Look at a screen instead of remembering
You don't create most of the tasks: the renewal engine, quote expiry dates and unanswered records produce them.
Tasks · Overdue tab · notifications
Agencies with a corporate book
High-premium policies don't slip through
High-value customers who never replied are counted separately, and the task moves up to the manager when the time is exceeded.
24h SLA · 48h call on no reply · 72h escalation
Agencies that want to cross-sell
You build a segment by writing plain language
Type “existing customers in Manchester without home insurance”, take the suggestion, and see how many people it will reach before you send.
Campaigns · Suggest with AI · Preview · approved template
Wherever the record comes from, it enters the same chain.
The left side brings records in, the right side carries them to the customer. The panel in the middle joins both on one timeline.
Bringing records in
Meta Lead Ads (Facebook · Instagram)
Connect your page and form submissions become prospects automatically. You need to be a page admin to connect it.
CSV and Excel import
Excel (.xlsx), plain CSV and the Meta ad format. Encoding, delimiter and columns are detected automatically.
Web form and webhook
A record from your own site or your existing system lands straight in the panel.
Reaching the customer
WhatsApp Business API
Meta Business connection, approved templates, campaigns and automatic tracking of the 24-hour window.
Voice assistant
Ready-made tr-TR assistant templates, an outbound caller number, call recording and a conversation summary.
Email (Gmail · Outlook)
Incoming and outgoing correspondence lands on the timeline of the customer card.
Platform side
Google Authenticator
Two-factor authentication for the account.
Payment and credits
Package purchase, coupon codes and payment history. Prices are set in USD, charged in TRY at the current rate.
Live notification stream
SLA breaches, policy expiries and escalations reach the panel and your notifications instantly.
Integrations are connected together during setup; no technical team required. For a system that isn't on this list, the webhook and API side is open.
The real alternative isn't another piece of software.
For most agencies today's system is Excel plus a diary, or a general-purpose CRM that doesn't know insurance. The rows below don't count features — they count responsibility: who takes this job on?
| Who takes this job on? | Excel + diary | General-purpose CRM | AkıllıArama |
|---|---|---|---|
| Who remembers the renewal? | A person. If they remember. | A reminder set by hand | The renewal engine: a task opens automatically at T-30 / 15 / 7 / 1 |
| What happens if first contact is late? | Nothing; it goes unnoticed | It shows in a report, no action follows | At 24 hours the task escalates and the manager is notified |
| Who speaks to a new record first? | Whichever rep is free | Nobody; the record waits in a queue | AI: messages on WhatsApp, calls if no reply comes |
| How is priority decided? | Order of arrival | A tag entered by hand | AI assigns a 0–100 score and a Hot / Warm / Cold grade |
| Where do quotes and policies live? | In separate files | Bolted on later as custom fields | Quote → policy → renewal are built in; converted in one click |
| The WhatsApp 24-hour rule | From a personal phone, with no rules | Requires an add-on | The window is tracked; free text is locked when it closes |
| A KVKK deletion request | Deleted by hand, no trace | The record is deleted, there is no process | Data Deletion Request runs the process on the record |
The renewal engine is the centre of the product
In most CRMs renewal is a reminder field. Here it is an engine with its own screen, its own SLA, its own escalation chain and its own metrics — saved renewals and premium at risk included.
Insurance is built in, not added later
Policy, insurer, premium, validity, the DASK / motor / home product breakdown and quote statuses are the product's own fields. No custom-field project needed.
A Co Pilot that knows the screen
The assistant that opens from the right knows which screen you are on and which record you have open. “How can I improve this template?” is answered with that context.
Built for operating in Turkey
Turkish interface and Turkish AI conversations, task deadlines in Turkey time, national ID and city fields, province-level reporting, KVKK tooling.
Exactly what we have.
We're not putting up showcase references or customer logos — we don't have them yet. Instead, two things you can verify: the agencies' own words from the interviews that shaped the product, and the countable facts of the product itself.
9
core screens: Home, Customers, Quotes, Policies, Renewals, Communication, Tasks, Reports, Settings
6
stops: one line from the record landing to the renewal
4
renewal thresholds: T-30, T-15, T-7, T-1
0–100
AI qualification score, with a grade on every record
“Leads come in from the ads, but by the evening we don't know who called whom.”
The lines above come from agency interviews conducted while designing the product; they are anonymous and attributed to nobody. We publish no customer references, logos or result figures because we have no measured pilot result yet. The first results will be published here from pilot agencies' own before/after data.
A measurement contract instead of a case study.
An invented percentage falls apart in the first sales call. So we write down up front how the result will be measured — and the thing doing the measuring is the product's own Reports screen.
How it is measured
Baseline
1 week
Before the product goes live we establish your current renewal volume, your on-time contact rate and your reasons for loss.
Setup
2–3 days
The book is imported; task rules, roles and message templates are tuned to your agency.
Live use
4 weeks
Automatic follow-up runs on real renewals; the manager handles only the exceptions.
Comparison
1 week
The same eight metrics are read again. The difference is reported with your own data.
The eight metrics read before and after
- Should rise
Renewal conversion rate
How many of the concluded renewals were renewed
- Should rise
Saved renewals
Policies recovered after escalation and renewed
- Should fall
SLA breach rate
Percentage of tasks not completed within their time
- Should fall
Unresponsive customer rate
Percentage of policies that never got a reply
- Should fall
Premium at risk
Total premium of policies at risk of being lost
- Should rise
Quote → acceptance rate
How many of the decided quotes were accepted
- Should fall
Average decision time
Days between sending a quote and its decision
- Should rise
Renewal premium change (median)
The median change in premium on renewed policies
These eight metrics weren't produced for marketing: the renewal section of the product's Reports screen already calculates them and exports them as CSV. So the figures we discuss at the end of the pilot are ones you read from the same screen.
Test Your Own Agency
How many of these are true for you?
The six signs most common in agencies that never measure renewal leakage.
Tick the items and let's read what they mean together.
Loss Estimate
What do missed renewals cost you per year?
Enter your own numbers. This is not a promise; it is simple arithmetic that makes the size of the loss visible.
Annual commission lost to weak follow-up
£72,000
estimated · per year
- Policies not renewed
- 72
- Of those, follow-up related
- 29
- Monthly average
- £6,000
The calculation rests entirely on the assumptions you entered. The real figure only emerges from a last-year / this-year comparison on your own book — that is what we do together in the first week of the pilot.
Let's work out your real number togetherYou hold national ID numbers and policy data.
“We're KVKK compliant” says nothing on its own. What follows are the concrete tools the product puts in your hands.
The consent date sits on the record
The date the customer gave contact permission is its own field. Campaigns are not sent to records without consent — the block is inside the product.
Data Export
When a customer asks for their own data it exports with one button; no assembling it by hand.
Data Deletion Request
A deletion request runs as a request that is recorded, rather than by wiping the record by hand.
Role-based access
Owner and Member roles, email invitations and an expiry on the invitation. An account not attached to a company cannot enter the panel.
Two-factor authentication
Account protection with Google Authenticator; enabled under Settings › Account › Security.
Each agency's data in its own schema
Every agency's data sits in its own separate schema in the database. Usage statistics are aggregated daily and contain no personal data.
When a customer says “delete my information”, don't delete the record by hand.
The Data Deletion Request button on the contact card runs the process while recording it. A record wiped by hand cannot prove the request was fulfilled.
We claim no ISO certification or formal data retention policy — those don't exist yet. Everything written above works in the product today.
You pay for the channel you use.
No monthly fee per seat. Voice minutes and WhatsApp messages are separate balances; what you have left is always visible in the panel's left menu.
WhatsApp only
For agencies that work through messaging and don't need voice calls.
Balance: WhatsApp messages
- AI WhatsApp qualification and scoring
- Approved templates and campaigns
- Automatic tracking of the 24-hour window
- CRM, quotes, policies and the renewal engine
- Tasks, reports and KVKK tooling
Combo
The setup that calls when no reply comes and drops an incoming record on no channel.
Balance: voice minutes + WhatsApp messages
- Everything in the WhatsApp package
- AI voice assistant and outbound calling
- Automatic call task when there is no reply
- Call summaries landing in the customer's stream
- The renewal escalation chain end to end
Voice only
For agencies that work by phone and don't use WhatsApp.
Balance: voice minutes
- AI voice assistant (tr-TR)
- Outbound calling and call recording
- Call summary and automatic notes
- CRM, quotes, policies and the renewal engine
- Tasks, reports and KVKK tooling
What determines the price
- Prices are set in USD; billing is taken in TRY at the current rate.
- A credit-based model: voice minutes and WhatsApp messages are separate balances, both tracked from the panel.
- The number of users and reps doesn't change the price; you can add your whole team.
- Custom packages and coupon codes can be arranged according to the size of your book.
- Setup, book import and template configuration are done together as part of the pilot.
- Payment history and remaining balance live under Settings › Account › Payment & Credits.
Pilot
We measure the outcome, not how much you like the features
The six weeks have a single purpose: to measure whether renewal follow-up discipline actually changed.
01
Baseline
1 week
We establish past renewal volume, on-time contact rate, unanswered customers, and loss reasons.
02
Setup
2–3 days
Your book is imported; task rules, roles, and message templates are tuned to your agency.
03
Live use
4 weeks
Automated follow-up runs on real renewals; the manager handles only the exceptions each day.
04
Review
1 week
Before/after comparison: renewals started on time, policies recovered, premium at risk.
Headline metric: share of renewals started on time — of the policies entering the renewal window, in what percentage did first customer contact begin within the target.
FAQ
What comes up most in sales conversations
How long does setup take?
Importing the book and tuning task rules and message templates to your agency takes 2–3 days. Before that there is a one-week baseline: your current renewal volume, on-time contact rate and loss reasons are established. We cannot claim to have improved something we never measured.
How do we get our existing policy data in?
A CSV or Excel export from whatever you use today is enough. The import happens during setup, and missing or inconsistent fields get cleaned up together at that point.
Can we message customers on WhatsApp whenever we want?
No — that is WhatsApp's rule, not ours. You can send free-form messages within 24 hours of the customer's last message to you; once that window closes, only pre-approved templates go out. The system tracks the window itself and will not let you send free text when it is shut, so your number stays out of trouble.
Where is our data kept, and is it KVKK compliant?
Each agency's data sits in its own separate database schema; agencies cannot see each other's records. Deletion requests go through the Data Deletion page. The details are on the Privacy and Security pages.
How does pricing work?
No monthly per-seat fee; voice minutes and WhatsApp messages are separate balances and you pay only for the channels you switch on. All eleven packages are listed with their prices on the Pricing page. Which one fits you is something we work out together against the premium your own portfolio protects during the pilot.
What do we have at the end of the pilot?
A before/after comparison: in what percentage of policies entering the renewal window did first contact start on time, how many policies were recovered at the end of the follow-up chain, and how much premium was at risk. The headline metric is the share of renewals started on time.
See your renewal process today
Request a free 15-minute demo or message us directly — let's walk through a scenario built for your agency.