Try the claims intake and pre-renewal agents the way a policyholder would
Improvements
Reporting a claim and hearing from your carrier before a renewal are two of the moments that decide whether a policyholder stays. You can now try both conversations yourself, exactly as a policyholder would meet them. Claims intake takes a loss one question at a time, asks about injuries first, and adapts to whether it was a car, a home, or a liability claim. Pre-renewal review catches the new car, the new driver, or the renovation that changed what they need, and hears a rate concern while there is still time to do something about it.
Fixes
On the banking page, the application example now opens the agent it describes: the one that replaces the application form and learns who is serious before anyone picks up the phone.