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Key Features of Renova for Sales, Support, and Clients

Discover the core tools in Renova for servicing, sales team and end-users.

Updated over 7 months ago

Renova is a flexible platform that helps insurance providers manage the entire customer journey — from lead acquisition to policy servicing — all in one place.

For Sales Teams

  • Multichannel Lead Capture

Receive leads from Facebook, Instagram, TikTok, websites, and more. View all lead channels.

  • Lead Card Communication

Track and respond to all conversations directly within each lead’s profile.

  • Sales Funnel Management

Move leads through customizable stages and monitor pipeline progress clearly.

  • Commission Tracking

Automatically calculate and monitor commissions by agent and insurer.

  • Agent Access Control

Assign restricted access to agents — either by specific leads or full visibility.

  • Sales Analytics

Track team performance by deal volume, value, and conversion rate per agent.

  • Task Management

Create and assign tasks, set deadlines, and track completion in the Tasks section.

  • Upselling Tools

Promote new services via Stories or mass messaging, with links or custom announcements — no design skills needed.

  • Lead Import/Export

Quickly import or export lead data to optimize sales operations.

For Servicing Teams

  • Centralized Communication

Integrate WhatsApp, email, and more into a unified Insured Card for every client.

  • Operator Performance Metrics

Monitor client satisfaction, response time, ticket resolution speed, and operator KPIs in real time.

  • Renewal Management

Track upcoming and overdue policy renewals (within 90 days), and create renewal policies instantly.

For Insured Clients

  • Mobile App

Allow clients to manage their insurance products and services directly from a user-friendly mobile app.

  • HR Web Portal

Provide corporate clients with a white-label portal for HR and insured employees — ensuring smooth group policy administration and compliance.

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