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.
How brokers use Ninjabot
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 the 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. See our security page.
Reactivated clients pay recurring commission year after year — the campaign pays for itself with the first handful of reviews booked.
See the database-reactivation use case →See your AI sales rep book its first meeting
Create an account and set it up yourself in minutes — or talk to our team about demos, custom implementation, and managed service.