Delivered outcome · production evidence
Insurance renewal automation cut lapse rates from 11.4% to 4.1%
Renewal tracking was fragmented across offices with bad policy data, invisible urgency, no outreach audit trail, and silent workflow failures.
What Zenveus built
The work behind the result.
n8n renewal and upsell workflow with structured policy validation, urgency tiering, GPT email drafting retries and fallbacks, execution logging, and error alerts.
Policy data validation
Structured and validated policy records before automation, preventing incomplete data from entering renewal and upsell workflows.
Risk-based renewal outreach
Calculated urgency tiers and generated tailored emails with GPT retries and fallbacks so high-risk renewals received dependable, timely attention.
Auditable workflow operations
Added execution history, error alerts, and compliance-ready records across n8n, Google Sheets, and Gmail for visibility across 4,000 policies.
Engineering takeaway
Reliable insurance automation can protect renewal revenue when data quality, prioritization, and auditability are built in.
Explore a similar path
The services behind this outcome.
Start with the part of the system that matches your constraint. We will scope the smallest engagement that creates usable production evidence.
AI & Automation
Replace fragile manual work with observable, governed automations and human handoffs.
Explore service Service / 02Agentic AI & Workflows
Design grounded agents, retrieval systems, guardrails, and production AI workflows.
Explore service Service / 03Forward Deployed AI Engineer
Embed senior engineering into the product, codebase, and operating workflow until the outcome ships.
Explore serviceBring us the constraint
Build the evidence your product needs next.
We can audit, harden, take over, or build the system — with a defined outcome and a production handoff.