G
GroupCRM

Renewal Orchestration

Active

Drive policy renewals with multi-channel touchpoints

Goal: Renewal

Blocks

10

Branches

10

Entity Scope

Insurance

Status

Active

Cross-sell Handshake

Active

Bank-Microcredit cross-sell with authority reroute

Goal: Accepted

Blocks

9

Branches

8

Entity Scope

Bank, Microcredit

Status

Active

Save Queue (Win-Back)

Active

High-value churn prevention with incentive optimization

Goal: Retained

Blocks

9

Branches

8

Entity Scope

Insurance

Status

Active

Customer Onboarding

Active

Welcome new customers with educational content

Goal: Onboarded

Blocks

8

Branches

7

Entity Scope

All

Status

Active

Re-engagement Campaign

Active

Win back inactive customers

Goal: Engaged

Blocks

8

Branches

7

Entity Scope

Insurance

Status

Active

Premium Upsell

Active

Upgrade customers to premium tiers

Goal: Upsold

Blocks

9

Branches

9

Entity Scope

Insurance

Status

Active