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AI renewal and upsell calls: Reach every renewal before it lapses.
Offer the upgrade while you're on the line.

Kallix calls customers ahead of a policy, plan or subscription renewal date, reminds them what they have, answers questions and offers the right upgrade. Renewal links go out on WhatsApp, and customers who want advice reach your team.
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₹500 in free credits when you sign up, about 100 minutes of calls.

Neha, AI assistant

Policy renewal, in Hindi + English. An example call.

  1. NehaHello, I'm Neha, an AI assistant from Shieldwell Insurance. Kya meri baat Sanjay ji se ho rahi hai?
  2. CallerHaan, bataiye.
  3. NehaSanjay ji, aapki car insurance policy 2 November ko expire ho rahi hai. Renewal premium ₹9,840 hai, aur ₹1,150 extra mein zero-depreciation cover add ho sakta hai. Kya aap renew karna chahenge?
  4. CallerZero-dep wala le leta hoon. Link bhej do.
  5. NehaDone. Zero-dep ke saath renewal link WhatsApp par bhej rahi hoon. Agar advisor se baat karni ho, toh main abhi connect kar sakti hoon.
OutcomeRenewal agreed
PolicyCar insurance
Expiry2 November
Add-onZero depreciation
Renewal linkSent on WhatsApp

How it works. From trigger to outcome in 4 steps.

  1. 1

    Renewals come due

    Push upcoming renewals by CSV or API, with the plan, expiry date and premium or price as variables.

  2. 2

    A timely call

    The agent calls ahead of the expiry date, reminds the customer of their cover or plan and answers questions from your knowledge base.

  3. 3

    Renew, upgrade or follow up

    The call ends as renewal agreed, upgrade interest, callback requested or not interested, with the reason saved as a field.

  4. 4

    Link and handover

    A renewal or payment link goes out on WhatsApp. Customers who want advice on a higher plan are transferred to your team.

What you can track. On every call.

Each call ends with an outcome, a recording and a transcript, logged against the contact and sent on to your CRM.

  • Renewals agreed
  • Upgrade interest
  • Callbacks requested
  • Reasons for not renewing
  • Connect rate
  • Spend by campaign

Everything this call needs.

Timed renewal campaigns
Schedule calls at set points before expiry, such as a month out and a week out, each with its own script.
Upgrade offers
Use variables such as {{current_plan}} so the agent suggests the next plan up based on what the customer already has.
Objection handling
Write if/then branches for replies such as 'too expensive' or 'I'll renew later', so the agent answers calmly and moves on.
Renewal links on WhatsApp
Send the renewal link, a plan comparison or the policy document on WhatsApp the moment the call ends.
Advisor handover
When a customer wants to compare plans in depth or asks for a person, the agent transfers them to your team.
Win-back calls
Call customers whose plan has just lapsed with a different script and offer, and record why they left.

Where teams use it.

Questions, answered.

More on the FAQ page, or write to us.

It depends on your product. You can run more than one campaign per renewal, for example a month before expiry, a week before and just after it lapses, each with its own script.

Yes. You write the offer and the response guidelines, so the agent mentions the upgrade once, explains it plainly and accepts a no. Customers who are interested can go to an advisor.

It answers from the knowledge base you attach, such as plan comparisons, cover details and FAQs. For questions that need a qualified advisor, set a rule to transfer the call to your team.

The agent sends your renewal or payment link on WhatsApp through WhatsApp Business after the call, so the customer pays on your own checkout.

Upload a CSV, or push renewals by API from your policy, billing or subscription system or your CRM. Outcomes go back the same way through webhooks.

Put an agent on the line.
Hear it call you today.

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₹500 in free credits when you sign up. ₹4.80 a minute after that.