Financial services
Renewal season, without renting a call centre for it
An insurance book is decided by a handful of short conversations: the renewal nobody got around to, the premium that bounced, the quote that went quiet. Convershake runs those calls as deterministic outbound campaigns, in the languages your policyholders actually speak, and hands anything that needs judgement to a licensed person.
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02 · Fit
Is this you?
Retention is a calendar problem before it is a pricing problem.
This is you if
- A portfolio whose renewals cluster into weeks the team cannot fully staff.
- Lapses that start with one failed premium collection and end as a lost policyholder.
- Quotes that go quiet, and no capacity to call every one of them back.
- Several markets or brands, each with its own language and disclosure requirements.
- A compliance function that has to evidence what was said about a policy — every call, in full.
This is not us
- Advice, suitability or cover recommendations — those stay with your licensed people.
- Claims decisions and first-notification-of-loss handling — those belong with your claims people.
- Anything where an automated conversation would be deciding something about someone's cover.
03 · The calls
The campaigns we run
Retention campaigns protect the book; revenue campaigns rebuild it. Both are authored flows, versioned and reviewable, and both stop at the advice boundary.
04 · See it work
From an idea to a live campaign — in one sitting
Product interface shown as high-fidelity representation with synthetic data; the closing call is real recorded product audio from our demo tenant. Music: “Deliberate Thought” — Kevin MacLeod (incompetech.com), CC BY 4.0.
06 · Proof
Verify it before you trust it
Four things you can confirm yourself — the certificate, the method, and where this is built.
ISO 27001 certified
Certified by BM Certification. Data encrypted in transit and at rest.
100% of calls audited
Every call is scored against the same criteria — sampling never enters it.
Deterministic by design
Authored, versioned flows, with the running version recorded per call.
Built in the EU
Founded and headquartered in Riga, Latvia, for European multi-language markets.
The pilot
From first conversation to live campaign
One paid production pilot, built and bought in the same six steps — with a decision at the end of it. The numbers are a conversation; the shape never changes.
Pick one campaign
One call type, one market, one owner accountable for the number it moves. Not a platform rollout.
Agree what winning means
Success criteria and the ROI definition are written down before anything dials — never reconstructed afterwards.
We author the flow
Your campaign, in the full language set the market requires. Your compliance function reads every step before it runs.
Hear it before it dials
Simulated runs and live test calls. The version you approve is the version that runs — reviewed and numbered.
Run it paid, in production
Real list, your contact rules, per-second billing — and no charge for ringing, failed connects or no-answers.
Decide at the review
Convert, expand, repeat, pause or stop — against the criteria written at the start, with every call as evidence.
Concurrency, included minutes and integration scope are set per tier, so the bill tracks what you actually run. We will tell you before the pilot which of those limits your campaign is likely to touch.
Integrations
Fits the stack you already run
No rip-and-replace, no migration project. Convershake connects to your CRM, your telephony and your payment tools, takes its call lists from them, and hands every outcome straight back — so campaigns show up in the systems your teams already live in.
Works with
And if your system is not on the list, it connects the same way — through your carrier or our open API.
FAQ
Questions we get from this segment
Short answers, including the ones where the answer is no.
Nearby
Other industries we build for
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