Policy Recommendations
Personalised policies that fit each customer — recommend the right coverage and offers to improve conversion, retention and adequate protection.
What is Policy Recommendations?
Policy Recommendations at MindCraft Solution helps insurers match customers with the coverage that genuinely fits them. We build recommendation and next-best-action models that suggest the right products, coverage levels and cross-sell / upsell offers — improving conversion and retention while ensuring customers are neither under- nor over-insured.
Generic offers convert poorly and can leave customers wrongly covered. We use customer, policy and behavioural data to personalise recommendations at quote, renewal and service moments, balancing relevance and value with suitability and compliance — so recommendations help the customer, not just the sale.
Integrated with your quote, CRM and service channels, the result is higher conversion and cross-sell, better retention at renewal, and customers who feel understood and properly protected.
What Policy Recommendations includes
Everything you need to take policy Recommendations from idea to a dependable, owned capability.
Coverage recommendations
Suggest the right products and coverage levels per customer.
Cross-sell & upsell
Relevant next-best-action offers that fit the customer.
Renewal & retention offers
Personalised offers that improve renewal rates.
Suitability & compliance
Recommendations that respect suitability rules.
Channel integration
Delivered at quote, renewal and service moments.
Measurement & optimisation
A/B testing and uplift measurement.
Outcomes we target
Typical results from MindCraft insurance AI Platform engagements.
Our delivery model
A clear, low-risk path from first call to a running, optimized solution.
- 1
Understand customers
We analyse customer, policy and behavioural data.
- 2
Build recommendations
We build personalised recommendation and next-best-action models.
- 3
Integrate
We deliver recommendations across quote, CRM and service.
- 4
Test & optimise
We measure conversion and retention uplift and refine.
From problem to outcome
The pressures we see in insurance — and how we fix them.
- Challenge
Slow claims settlement
How we solve itTouchless claims automation that settles faster.
- Challenge
Inconsistent underwriting
How we solve itData-driven, explainable underwriting AI.
- Challenge
Claims fraud leakage
How we solve itAdvanced fraud analytics before payout.
The stack we use
What you get
Concrete, owned artifacts — not just advice.
- Recommendation & NBA models
- Quote / renewal integration
- Suitability controls
- CRM / channel integration
- Uplift dashboards
Questions, answered
No — suitability and compliance are built in. Recommendations balance relevance and value with what's genuinely appropriate for the customer, which also builds trust and retention.
At the moments that matter — quote, renewal and service interactions — across your digital and assisted channels, integrated with CRM.
Yes — personalised renewal and service offers improve retention, and right-fitting coverage reduces churn driven by dissatisfaction or claims surprises.
Through A/B testing and uplift measurement on conversion, cross-sell and retention, so the impact is evidenced rather than assumed.
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Ready to talk about Policy Recommendations?
Tell us where you are and what success looks like. We'll bring the right people, stack and plan — and reply within one business day.