Truzt is a Mexican insurance brokerage representing more than 15 major carriers, including GNP, Chubb, New York Life, and Mapfre. As a high level intermediary, Truzt provides advisory and portfolio management across multiple insurance products, operating in an environment where precision, timing, and carrier specific rules are critical.

As the portfolio grew, operational complexity increased. Managing renewals, endorsements, and collections across multiple carrier portals placed a growing administrative burden on internal teams and introduced execution risk.

The Challenge: Multi Carrier Governance at Scale

Before automation, Truzt managed thousands of active policies across more than 10 carrier systems.

Renewal dates varied by product and carrier, requiring manual tracking and follow up.

Missed or late renewals created revenue leakage and increased churn risk, while upsell opportunities were often identified too late or inconsistently.

Operational follow ups depended on human memory, spreadsheets, and calendar based reminders, limiting scalability and consistency.

The objective was not to send more reminders, but to govern the entire post sale lifecycle autonomously.

The Followfy Agentic Ecosystem

Followfy redesigned Truzt’s post sale operations by implementing an agentic governance layer focused on execution reliability rather than human coordination.

The system was designed to manage carrier logic, renewal timing, administrative procedures, and customer communication without manual intervention.

45 Day Autonomous Renewal Agent

A specialized renewal agent was deployed to monitor every active policy.

The agent triggers exactly 45 days before expiration, applying the specific renewal logic required by each carrier.

At the same time, the agent evaluates coverage history and policy structure to generate renewal and adjustment proposals before human involvement.

This ensured that every policy entered a controlled renewal window with sufficient time for advisory review.

Human Agent Tramite Portal

A centralized operational portal was built to connect human executives with autonomous execution.

Advisors select the required procedure, such as renewal or endorsement, and the system automatically prepares carrier specific documentation, policy structures, and administrative steps.

This reduced dependency on individual carrier portals and standardized internal execution across insurers.

Autonomous Collection and Notification Loop

Once a policy is configured, an autonomous service agent manages collection and notification workflows.

Payment reminders, status updates, and confirmation messages are executed across multiple channels until the policy is successfully renewed and payment is confirmed.

This removed manual follow up loops and reduced delays caused by missed communications.

Observed Operational Outcomes

After deployment, Truzt observed measurable execution level improvements.

Renewal execution achieved near complete coverage, with missed deadlines effectively eliminated.

Policy processing time through the internal portal was reduced by approximately 3x compared to prior manual workflows.

Upsell proposals were generated systematically during the renewal window, contributing to an estimated 15 to 20 percent increase in upgrade acceptance across eligible policies.

Customer retention improved as renewals shifted from reactive reminders to proactive, guided processes.

Operational teams reduced manual follow up workload by an estimated 12 to 18 hours per week.

“AI did not replace our advisors. It removed the administrative complexity of managing multiple insurers, allowing us to focus on advisory and client relationships.”
Iñigo Gonzalez, Truzt CEO

By moving from manual management to agentic governance, Truzt transformed renewals from an operational risk into a controlled, autonomous revenue process.