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.