Staying Top‑of‑Mind: Practical Ways to Keep Prospects Moving
Toward Renewal
18th February | 4 PM IST
Hear straight from industry's frontline!
Who's speaking?
Meghna Sharma
VP
Chandan Kumar
CBO
%20of%20Harmony%20Lodaya.png)
Harmony Lodaya
Manager - KAM (BFSI)
In a market shaped by aggregators, POSPs, digital‑first journeys and ever‑rising CX bars, the difference between a silent lapse and a clean renewal often comes down to timing, context, and continuity.
In this webinar, we’ll get practical about the renewal engine: what touchpoints feel helpful vs. intrusive, how CRM can reduce “fresh start” fatigue for customers, and where digital + AI can quietly nudge the right next action without losing human judgement.
What You’ll Learn More About
Touchpoints that don’t nag.
Learn which renewal nudges customers welcome and which
ones get muted.
ones get muted.
From “Who’s this?” to “Welcome back.”
Make CRM the memory of your relationship so customers don’t feel like every call is a first call.
Distribution‑ready plays.
Practical moves your agency, “what’s banca, and POSP networks can run to status?” protect renewal ratios.
Digital that quietly pulls its weight.
Where portals, journeys, Where portals, journeys, and self‑serve truly move the renewal needle.
Continuity when teams rotate.
Keep experience consistent when there are different RMs/
agents.
agents.
Signals that de‑risk the “yes.”
What actually reassures customers: coverage clarity, service continuity, and confidence in support.
Trusted by leading brands
