Truzt, a Mexican insurance brokerage representing 15+ carriers, managed renewals, endorsements, and collections by hand, portal by portal.
Truzt is a Mexican insurance brokerage representing more than 15 carriers, including GNP, Chubb, New York Life, and Mapfre. As a high-level intermediary, it offers advisory and portfolio management in an environment where precision, timing, and each carrier's specific rules are critical.
As the portfolio grew, so did the operational complexity. Managing renewals, endorsements, and collections across multiple carrier portals became a growing administrative burden for the internal team, and a real execution risk. Before automating, Truzt managed thousands of active policies spread across more than 10 different carrier systems, with renewal dates varying by product and carrier, requiring manual tracking and control.
Followfy redesigned Truzt's post-sale operation, implementing an agentic governance layer focused on execution reliability, not human coordination.
Monitors every active policy and activates exactly 45 days before expiration, applying each carrier's specific renewal logic, and generating renewal and adjustment proposals before a human ever gets involved.
A centralized operations portal connects human advisors with autonomous execution. The advisor selects the required case, renewal or endorsement, and the system automatically prepares the carrier-specific documentation and administrative steps.
Once a policy is set up, a service Agent manages collections and notifications across channels until the policy renews and payment is confirmed.
Renewal execution reached near-complete coverage, virtually eliminating missed dates. Case processing time through the portal dropped roughly 3x versus the previous manual process. Upsell proposals are now generated systematically during the renewal window, contributing to an estimated 15%-20% increase in upgrade acceptance among eligible policies. Customer retention improved as the process shifted from reactive reminders to a proactive, guided flow. The operations team cut manual follow-up work by an estimated 12-18 hours per week.
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