For Corporate Insurance Brokers

YOUR BROKERS
NEVER MISS A
RENEWAL AGAIN.

Serona Systems builds done-for-you automation that handles every renewal reminder, follow-up, and escalation — so your team focuses on closing, not chasing.

Book a Free Strategy Call See How It Works
10Automated Scenarios
7Days to Go Live
0Manual Follow-Ups
2Channels: Email + WhatsApp
The Problem

THE PROBLEM WITH
MANUAL RENEWALS

Every day without automation is revenue leaking through the cracks — silently.

01

Renewals slipping through

Clients lapse because no one followed up in time. Manual tracking breaks the moment volume picks up.

02

Staff buried in reminders

Your team spends hours every week on calls and emails that should be running automatically.

03

Zero visibility on pipeline

No live dashboard. No early warnings. You find out about lapses only after they've already happened.

04

Inconsistent client experience

Some clients receive 3 reminders, others get none. Your brand pays the price every single time.

The Serona Engine

ONE ENGINE.
EVERY STAGE
COVERED.

A proprietary 10-scenario automation system built exclusively for insurance brokers — covering every stage of the renewal cycle without any manual intervention.

PILLAR 01

Reminders & Alerts

Automated multi-stage renewal reminders delivered across Email and WhatsApp at precisely the right moment — 30, 15, and 7 days out.

PILLAR 02

Escalation & Follow-Up

Intelligent escalation sequences that trigger automatically when clients don't respond. Nothing falls through the cracks — ever.

PILLAR 03

Reporting & Analytics

Automated weekly performance reports and a live renewal dashboard so you always know exactly where every client stands.

PILLAR 04

Team Enablement

Automated briefing and task generation tools so your staff walk into every client interaction fully prepared and informed.

All 4 pillars operate as one connected, self-monitoring engine — proprietary system built exclusively for insurance brokers. Not available off the shelf.

What You Get

DONE-FOR-YOU.
START TO FINISH.

We don't hand you a tool and leave. We build it, train your people, and stay with you.

01

7-Day Live Setup

Your complete automation system is fully live within 7 days. We handle every detail — zero technical work required from your side.

02

Staff Training Session

One dedicated training session for your entire team so everyone knows exactly how to use the system from day one.

03

Weekly Performance Reports

Every week, an automated report lands in your inbox — renewals tracked, follow-ups sent, results delivered in plain language.

04

Monthly Strategy Call

A monthly check-in to review performance, address any issues, and continuously optimise your renewal system.

The Founder

BUILT WITH PURPOSE.
NOT BY ACCIDENT.

Pragya Agarwal, Founder Serona Systems
PRAGYA AGARWAL
Founder, Serona Systems

At 20 years old, Pragya Agarwal is building what most experienced operators overlook — a system that protects the clients you already have.

A BBA student at NMIMS from Sumerpur, Rajasthan, Pragya's journey into AI started with a gruelling 2-day workshop — 10am to 7pm, both days, no breaks. That intensity didn't burn her out. It lit something up.

She spent the months that followed going deep into how automation actually works — not just using tools, but understanding the logic and architecture behind them. That obsession led directly to Serona Systems.

"Everyone is obsessed with acquiring new clients. Nobody is building systems to protect the ones they already have. That's the gap I decided to close."

— Pragya Agarwal, Founder
Why Serona

NOT GENERIC SOFTWARE.
BUILT FOR BROKERS.

There is no off-the-shelf product that does what Serona does. This was built from scratch for your exact workflow.

✓

Designed for insurance brokers only

Not adapted from a generic tool. Every scenario, every trigger, every message is built for your specific renewal workflow.

✓

No lapse ever goes unnoticed

Every renewal is tracked, reminded, escalated, and closed — the system handles all of it automatically.

✓

Zero ongoing manual work

Once live, the engine runs on its own. Your team steps in only when the client is ready to renew.

✓

Your data, your accounts

Everything runs on your own accounts. No lock-in, no black box — complete transparency at every step.

Get Started Today

STOP LOSING RENEWALS
TO MANUAL WORK.

Book a free 30-minute strategy call. We'll map out exactly how the Serona System works for your brokerage — no pressure, no pitch, no obligation.

Book Your Free Call Now

30 minutes · Free · Specific to your brokerage