Talk to Our AI
Starts renewal outreach
Reach customers ahead of renewal dates with relevant calls, texts, and emails, using your approved timing and follow-up rules.
Renewal call
Upcoming renewal · Customer reached
Renewal review booked
Friday · 11:00 AM
CRM updated
Risk flagged · Account owner notified
AI Retention & Renewals Agent
The AI employee who helps renew customers.
Start renewal conversations before deadlines become lost revenue. Your AI employee follows up by phone, text, and email, handles approved questions, and brings at-risk accounts to your team.
As seen on
https://cdn.prod.website-files.com/68d957b05eafae8152995809/6ac583af259470e0b1f73344_vida-home-hero.mp4
AI Retention & Renewals - Hero
RESULTS
55% Increase
Meeting confirmations
“Vida is helping us achieve higher confirmation rates, fewer cancellations, and scalable throughput.”
Heather Krapf · Operations, VP Medicare Express
WHY VIDA
Keep renewals moving. Keep customers.
Acts on risk signals
Use account signals from your connected systems to prioritize follow-up and learn what might stop a customer from renewing.
Uses approved save options
Answer common questions and offer only the options you authorize. Route exceptions to your team for a decision.
Tracks renewal outcomes
Review conversations, renewal status, and handoffs. Use connected account records to measure retained revenue.
Escalates at-risk accounts
Bring your account team into sensitive conversations with the customer’s concerns and the next step already captured.
Updates your CRM
Record customer responses, book renewal reviews, and keep account owners informed through your connected tools.
FOR YOUR INDUSTRY
Keep customers across your industry
Telehealth
Follow up on eligible membership renewals and route service concerns to the right team.
Auto Dealerships
Coordinate service-plan renewal outreach and book reviews with your dealership team.
Property Management
Contact residents before lease deadlines, capture renewal intent, and route questions to the property team.
Health Clinics
Follow up on eligible care-program or membership renewals using your approved outreach rules.
Legal
Coordinate retainer renewal reminders and schedule reviews with the responsible attorney.
Home Services
Remind customers about maintenance-plan renewals and book the next service or account review.
FAST & EASY
Easy to set up and get started.
Choose a renewal workflow and the customers who need follow-up. Add your renewal dates, approved answers, save options, and escalation rules, then connect the tools your workflow needs. Test conversations before launching your first outreach.
TRUSTED
Safe and secure.
SOC 2 Type II compliant.
Put your AI retention employee to work on Vida’s SOC 2 Type II compliant platform. Define approved renewal terms, save options, contact preferences, and escalation rules so conversations stay within the limits your team sets.
EXPERT MANAGED
Fully managed by our experts or do it yourself.
Let our experts help set up and manage your retention workflow, or build and refine it yourself in Vida. You choose outreach timing, approved save options, and when account owners step in. Start with one renewal process and improve it using real outcomes.
FAQS
Before you
What does an AI retention agent do?
Your AI employee starts renewal follow-up, asks about customer concerns, answers approved questions, and coordinates the next step. It records outcomes and brings your team into accounts that need personal attention.
Can it offer discounts or change renewal terms?
Only within the options and limits you approve. Set the terms, offers, and questions your AI employee can handle. Requests outside those rules go to your team for approval.
Can it work with our CRM and renewal process?
We’ll review your CRM, renewal data, and workflow during setup and confirm the connections required. Depending on your setup, your AI employee can use renewal dates and account signals, log responses, book reviews, and notify account owners.
How do we measure retention results?
Track completed renewals, accounts needing attention, and qualified handoffs alongside the conversations behind them. Use confirmed renewal records and account values from your connected systems to measure retained revenue.
Protect your next renewal.
Get StartedRetention-Renewal
General
d956d160-6454-4178-9bf7-998740f8784f
45114388
na2
Get a demo