Manual reminders via phone and email are inefficient and result in missed renewals and high agent workload.

With automatic reminders, customers are automatically notified at the right time and can approve renewal in seconds from any device. Renewal details are prefilled from past policies and reminders are sent  with secure confirmation links.

Renewal flows are integrated with CRM and trigger-based. This ensures every renewal is captured, tracked, and completed with minimal human intervention.

RESULTS

• 40-60% reduction in FTE time per renewal
• +15% uplift in on-time renewals

During insurance application processes, typically there is a lot of information to be entered. Customers have to enter all their data and when switching platforms must start again. And brokers manually enter data across multiple platforms which easily leads to errors and is a task that adds little value to the whole process.

In Taktikal SmartFlows, all data flows across touch points and forms automatically. Pre-filled forms use unified customer profiles, allowing customers to seamlessly switch channels without losing context or repeating themselves.

Through standardised documents & data fields, document data is verified, data normalised and parsed in seconds ready for re-use in other parts of the process.

RESULTS

• Up to 70% reduction in duplicate entries
• Reduced quote time by up to 50%

Drop-offs from long forms is high during insurance application processes. At the same time, fully digital self-service weakens the relationship that brokers have with their clients. The answer is hybrid flows with “hand-off” logic that maintain human interaction while empowering customers to complete applications online.

The hybrid approach allows both parties to see, edit and confirm form entries in real-time. Customers can pause and return to their application as needed - reducing abandonment and errors.

RESULTS

• 20% shorter quote cycle with quicker transitions
• 25–35% improvement in application conversion rates with simpler, guided experiences that help more customers complete their journey

Current compliance and regulatory disclosure forms are inefficient and lack audit-ready proof of client understanding. The non-standardised disclosure processes introduce unnecessary risk and take valuable time.

With SmartFlows, digital disclosures are embedded and include checkbox agreements. Clients confirm receipt and understanding within the flow, with timestamps and logs.Real-time tracking + timestamped consent logs ensure that every disclosure event is recorded and exportable for audit or regulatory review. Compliance text is version-controlled across all flows - ensuring all clients see the latest, correct wording without manual updates.

RESULTS

• 100% audit-ready disclosures
• Agents gain confidence and can focus on selling

Brokers having to manually write insurer-facing summaries is time-consuming and inconsistent.

Now, brokers can use dynamic forms to auto-generate summaries needed. Input is structured and converted into a professional, underwriter-ready document. Brokers are supported with AI-assisted suggestions based on client data and insurer appetite. Resulting in the instant generation of underwriter-ready presentations making submissions consistent, tailored, and faster to produce.

RESULTS

• 50–70% less time spent per summary
• Standardized, insurer-aligned summaries
• Frees brokers to focus on high-value relationships