Insurance & Financial Services

Detect friction in service, claims and renewals.

WIT helps insurers, brokers and service teams listen to customers, detect cancellation risk and act before losing policies, trust or repeat business.

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RetentionClaimsRenewalsSupport

Portfolio NPS+36

Churn risk12

Resolved78%

Insurance experience drivers

Last 30 days · claims, service and renewals

Advisory

Clarity

Claims

Response time

Churn alertCustomers with recent claims show higher non-renewal risk.

How WIT helps

Retention starts with experience

In insurance, the critical moments are claims and renewals. WIT helps you detect which customers are at risk after a difficult interaction and act before they leave.

Post-claim monitoring

Measure how customers feel after a claim and detect those who might not renew.

Renewal experience

Understand what friction at renewal time drives non-renewals and where to intervene.

Service quality by channel

Compare experience across call center, digital channels and personal advisors.

Use cases

Key moments in the insurance lifecycle

📝 Claims

Post-claim
survey.

Capture satisfaction immediately after a claim is processed — the moment of truth for loyalty.

🔄 Renewals

Pre-renewal
outreach.

Identify at-risk customers before renewal and proactively address their concerns.

📡 Channels

Service channel
comparison.

Understand which channel (phone, digital, in-person) delivers the best experience.

👤 Advisors

Advisor
performance.

Track NPS by advisor or team and identify coaching opportunities.

📢 Marketing

Customer Experience
Marketing.

Generate marketing actions that help measure and improve the customer experience.

👥 Employees

Employee
Experience.

Measure in real time the experience your employees deliver to customers and detect improvement opportunities.

NPSPer advisor

CSATPost-claim

CESProcess ease

CHURNRisk detected

Retain customers before they decide not to renew.

Schedule a demo and we'll show you how WIT helps insurance companies detect risk and act before churn.

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