Policy Renewal Outreach
Contact policyholders before their renewal date to confirm coverage, offer updated quotes, and capture upsell opportunities like umbrella or bundled policies.
Why this matters
Automate claims intake, policy renewals, and customer outreach with voice agents built for regulated insurance workflows. This example shows you how to automate policy renewal outreach calls end-to-end with Guava's SDK — no telephony plumbing, no prompt engineering, just Python.
Installation
Install from Guava's private PyPI index. A public package is coming soon — the install command will simplify to pip install guava.
# Step 1: Install Guava
pip install gridspace-guava --extra-index-url https://guava-pypi.gridspace.com
# Public PyPI package coming soon — the install command will simplify to:
# pip install guava
# Step 2: Set your credentials
export GUAVA_API_KEY="..."
export GUAVA_AGENT_NUMBER="..."How it's built
Every Guava agent is a Python class. Walk through the key sections below, then grab the complete file at the end.
Imports
Import the Guava SDK and any helpers you need. guava.CallController is the base class for every voice agent.
# Install: pip install gridspace-guava --extra-index-url https://guava-pypi.gridspace.com
import guava
import osAgent setup
set_persona() defines how the agent presents itself. set_task() gives it its mission in plain English. The checklist drives the conversation — Guava works through it top-to-bottom, collecting Field values and speaking Say items as it goes.
class RenewalBot(guava.CallController):
def __init__(self, policyholder: str, policy_type: str, renewal_date: str, current_premium: float):
super().__init__()
self.set_persona(
organization_name="Keystone Insurance",
agent_name="Sam",
)
self.set_task(
objective=f"Reach out to {policyholder} about renewing their {policy_type} policy expiring {renewal_date}",
checklist=[
f"Greet {policyholder} and mention their {policy_type} policy renews on {renewal_date}.",
guava.Say(f"Current premium is ${current_premium:.2f}/year. Let them know any changes."),
guava.Field(
key="wants_to_renew",
field_type="bool",
description="Does the policyholder want to renew?",
),
guava.Field(
key="coverage_changes_needed",
field_type="bool",
description="Are there any coverage changes since last year (new vehicle, home renovation, etc.)?",
),
guava.Field(
key="interested_in_bundle",
field_type="bool",
description="Interested in bundling home and auto for a discount?",
),
guava.Field(
key="payment_method",
field_type="choice",
description="Preferred payment method for renewal",
choices=["auto-pay", "annual check", "credit card", "bank transfer"],
),
"Confirm renewal and send updated policy documents.",
],
on_complete=lambda fields: print(f"Renewal call done for {policyholder}: {fields}"),
)
guava.dial(
controller=RenewalBot,
controller_args={"policyholder": "Frank Rivera", "policy_type": "homeowners",
"renewal_date": "June 15", "current_premium": 1842.00},
to=os.environ["POLICYHOLDER_PHONE"],
agent_number=os.environ["GUAVA_AGENT_NUMBER"],
api_key=os.environ["GUAVA_API_KEY"],
)Platform performance
<1s
Response time
99.99%
Uptime SLA
13+
Industries served
Full example
The complete file — copy it, save it as example.py, and run it.
# Install: pip install gridspace-guava --extra-index-url https://guava-pypi.gridspace.com
import guava
import os
class RenewalBot(guava.CallController):
def __init__(self, policyholder: str, policy_type: str, renewal_date: str, current_premium: float):
super().__init__()
self.set_persona(
organization_name="Keystone Insurance",
agent_name="Sam",
)
self.set_task(
objective=f"Reach out to {policyholder} about renewing their {policy_type} policy expiring {renewal_date}",
checklist=[
f"Greet {policyholder} and mention their {policy_type} policy renews on {renewal_date}.",
guava.Say(f"Current premium is ${current_premium:.2f}/year. Let them know any changes."),
guava.Field(
key="wants_to_renew",
field_type="bool",
description="Does the policyholder want to renew?",
),
guava.Field(
key="coverage_changes_needed",
field_type="bool",
description="Are there any coverage changes since last year (new vehicle, home renovation, etc.)?",
),
guava.Field(
key="interested_in_bundle",
field_type="bool",
description="Interested in bundling home and auto for a discount?",
),
guava.Field(
key="payment_method",
field_type="choice",
description="Preferred payment method for renewal",
choices=["auto-pay", "annual check", "credit card", "bank transfer"],
),
"Confirm renewal and send updated policy documents.",
],
on_complete=lambda fields: print(f"Renewal call done for {policyholder}: {fields}"),
)
guava.dial(
controller=RenewalBot,
controller_args={"policyholder": "Frank Rivera", "policy_type": "homeowners",
"renewal_date": "June 15", "current_premium": 1842.00},
to=os.environ["POLICYHOLDER_PHONE"],
agent_number=os.environ["GUAVA_AGENT_NUMBER"],
api_key=os.environ["GUAVA_API_KEY"],
)Run it
Start the agent. It will connect to Guava's infrastructure and begin accepting calls on your assigned number.
python example.py