Every orphaned client is recurring revenue waiting for a call.
Books of business change hands and clients go quiet. Ninjabot re-engages every one, compliantly, and books review meetings.
Books full of clients nobody serves
You took over a book of business, or your own clients drifted after the policy was signed. Renewals lapse, life changes go unnoticed, competitors circle. Each reactivated client means recurring commission, but calling through a thousand-name book by hand never makes it to the top of the list.
What Ninjabot does
Re-engages the whole book
Every client gets a personal check-in, policy review, renewal window, changed circumstances, in a two-way conversation.
Finds the ones with needs now
New mortgage, new child, new business? Ninjabot surfaces clients whose situation changed and qualifies the opportunity.
Books review meetings
Interested clients are booked straight into your advisors' calendars.
Logs a compliant record
Every conversation is recorded in the CRM with a full audit trail, GDPR-compliant processing, EU data residency.
Reactivated clients pay recurring commission year after year, the campaign pays for itself with the first handful of reviews booked.
Service companies
A database built over ten years that nobody has the hours to work.
B2B sellers and manufacturers
An order for two hundred units by Friday arrives by email and waits.
B2B software with content marketing
Collecting contacts is solved. Following them up is not.
Professional services
A client enquiry will not wait until you are out of a meeting.
Tech companies
A sign-up gets an answer in a minute, not after the morning standup.
Recruitment & Staffing
Your database holds both sides of your next placement.
Real Estate
Your old inquiry list is full of buyers who are still looking.