INSURANCE

Insurance Customer Experience & Retention Intelligence

Connect every touchpoint to the renewal decision it shaped.

Insurance companies interact with customers across quotes, applications, claims, billing, call centers, renewal communications, surveys, and digital channels, creating enormous amounts of fragmented customer data. Steeped AI connects these interactions to uncover the experiences that drive satisfaction, policy renewal, complaints, switching, and lifetime value.

Automatically identify recurring frustrations around claims, pricing, communication, billing, and service while comparing experiences across customer segments, products, channels, and geographies. Predictive power scores highlight the behaviors most strongly associated with retention or churn, giving insurers a measurable way to improve experience and protect policyholder value.

AI Report
Retention & Experience Drivers
This report analyzes 3 years of claims, billing, call center, and survey data across 6 product lines.
Claim cycle time drives 42% of non-renewals,1 rising to 54% when a second call was required2 and 2.7x the book average.3
Billing confusion recurs across channels. It appears in 28% of complaints,4 and 3 in 5 of those precede a competitor quote.5

Customer Journey Mapping

Use Steeped AI's journey mapping to give every policyholder a measurable path from quote through claim to renewal or switch. The touchpoint that turns a satisfied customer into a shopper becomes a coordinate, not a theory.

second claim callquoterenewalchurn 2.7x

AI Audio Transcription

Transcribe call center recordings into clean, structured text with Steeped AI's audio transcription, ready for analysis alongside claims and billing data. What a policyholder actually said becomes searchable evidence rather than a recording nobody revisits.

Why do policyholders leave?Claim cycle time named in 42% of exits1Billing confusion precedes competitor quotes2Second call doubles churn risk3

AI Topic Mapping

Use Steeped AI's AI topic mapping to turn surveys, complaints, and call transcripts into measurable themes like claims friction, pricing confusion, and communication gap. Recurring frustration becomes comparable across product, channel, and geography.

claims frictionbilling confusioncommunication gap

Talk to Your Data

Steeped AI's talk to your data lets a retention lead ask which experiences precede a switch and get ranked, cited findings straight from the policyholder record. No export, no analyst queue.

RETAIN
Talk to Your Policyholders
churn driversclaims friction
What precedes a non-renewal?|
Find Insights
• 42% of non-renewals follow "slow claim cycle"
• "second call" doubles switching risk

Eureka Score

Steeped AI's Eureka Score ranks every finding by predictive power, effect size, relevance, and surprise, so the quiet experience driving churn in one product line reaches the team before the renewal cycle does.

Reporting & Citations

Steeped AI's reporting and citations turns those findings into a retention report where every conclusion carries a numbered citation back to the claim, call, or survey behind it. Product and pricing decisions get audited before they reach the book.

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The insights are already in your data.

Ask your data anything. Get real findings ranked by impact, with AI reports your team can present and share on the spot.