CRM Engine
Policyholder & Policy ManagementAI Renewal IntelligenceCross-Sell & Upsell DetectionClaims Follow-Up TrackingCompliance & DocumentationLead Scoring & Follow-Up
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The CRM engine

One engine for the entire policy lifecycle

RESPADE is organised around how insurance actually works - a cycle of renewals, claims and check-ins. Six connected capabilities, one book of business, nothing left to memory.

On track Moderate risk High lapse risk
How the engine runs

Track, predict, suggest, follow through

Each stage feeds the next. Clean records make the predictions sharper; sharper predictions make the follow-through matter.

Track

One profile per policyholder - every policy, dependent, document and past interaction in one place.

Predict

Lapse-risk scoring ranks renewals by genuine urgency, so the riskiest get worked first.

Suggest

Coverage gaps and life-stage triggers surface as specific, worthwhile conversations.

Follow through

Claims tracked to settlement and reminders sent on time, without the manual chase.

Start with your own book

See your renewals ranked by real risk - free to try.

Bring your book into RESPADE and watch lapse risk, coverage gaps and follow-ups surface in one place.