SSBI LifeExecutive Cockpit

Persistency & Renewals 360

The sticky annuity of the franchise — renewal premium on the in-force book (ULIP, non-par, par, protection & group), the renewal wall at lapse-risk, and the persistency ladder & service quality behind it.

SBI Life Insurance Company Limited · FY26 (Mar'26, audited anchor)
India's #1 private life insurer by Individual NBP (25.5% private share) & IRP (22.9%)
29,344 employees · 1230+ own offices · 9 bancassurance partners
Executive read· the answer, then the moves

₹7,300 Cr of the ₹58,700 Cr renewal wall (next four quarters) is flagged at lapse-risk against a ₹58,740 Cr renewal-premium book — the sticky annuity of the franchise. Defend the at-risk slice, lift 13-month persistency 87.9% toward the 90% target, and recover the 61-month COVID-cohort dip: renewal premium and persistency are the quality gauge the market values most.

5 of 6 headline metrics improving vs prior · still off target: Renewal Premium ₹58,740 Cr vs ₹68,000 Cr, Renewal Premium Mix 58.0% vs 60.0%, 13-Month Persistency 87.9% vs 90.0%

Do now — ranked by urgency
  1. 1
    Defend the ₹7,300 Cr at-risk renewal wallAct now
    Why it matters

    Each point of lapse on the ₹58,740 Cr renewal book is ₹587 Cr of premium gone — far cheaper to retain than to re-acquire, and it protects embedded value.

    What's driving it
    • ₹7,300 Cr at lapse-risk of ₹58,700 Cr due (next 4 quarters)
    • 13M persistency 87.9% vs 90% target · 61M 58.1%
    FYI
    • Renewal book ₹58,740 Cr across 780 lakh in-force policies
    • Owner: President — Operations, IT & Persistency
  2. 2
    ₹2100 Cr of renewal premium at risk — Q4 FY26Act now
    Why it matters

    Each lapsed policy is renewal premium and embedded value that won't recur — persistency is the quality gauge.

    What's driving it
    • renewal window Q4 FY26
    • Signal: Renewal-book risk
    FYI
    • Of ₹16000 Cr of premium up for renewal in Q4 FY26, ₹2100 Cr is at risk of lapse / non-renewal.
    • Owner: Head — Persistency & Renewals
  3. 3
    Lift persistency and hold the renewal mixWatch
    Why it matters

    Renewal mix 58% sits 2pts below the 60% target; Protection renewals carries the best economics in the book at 55% margin and 82% persistency.

    What's driving it
    • Renewal mix 58% vs 60% target
    • Protection renewals 55% margin / 82% persistency — highest in the book
    FYI
    • Blended renewal-book margin 33%
    • Closing the persistency gap directly lifts renewal premium & EV
  4. 4
    Recover the 61-month persistency dip and hold service qualityWatch
    Why it matters

    61-month persistency 58.1% sits 6.9pts under the 65% target (COVID-era 2020-21 cohorts lapsing at 5 years); digital issuance 86% and grievance SLA 95.5% underpin retention.

    What's driving it
    • 61M persistency 58.1% vs 65% target
    • Digital issuance (STP) 86% · grievance SLA 95.5%
    FYI
    • 780 lakh policies in-force · claims settlement 99.4%
    • Owner: President — Operations, IT & Persistency
🔀 Product-mix shift to non-ULIPStep 4 of 6 · renewal book & persistency by productProducts & Segments 360Programs & Digital 360All journeys
🌐 Enterprise 360 modules· on Persistency & Renewals 360Browse all 31 views ▾
● LiveBuilt forPresident — Operations, IT & Persistency· defend & grow the renewal bookCFO / Board· earnings quality (persistency → EV)Distribution · Banca & Agency· win-back & renewal collection

Renewal premium is SBI Life's recurring core — ₹58,740 Cr across 780 lakh in-force policies, persisting at 87.9% (13-month). This view is where it's defended: which product lines carry the premium, which quarters are up for renewal and at lapse-risk, and whether persistency and service quality are holding the book together.

Data backing: service_line (renewal premium by product line) · renewal (renewal wall) · kpi (13M / 61M persistency, renewal mix) · ops_metric (persistency ladder 13M→61M)
₹58,740 Cr
Renewal premium
58% of GWP
780 lakh
Policies in-force
across 5 renewal lines
87.9%
13-month persistency
61-month 58.1%
33%
Blended renewal margin
premium-weighted
99.4%
Claims settlement
customer-trust proof point
The renewal-premium book

Renewal premium by product line

Protection renewals is the highest-margin, highest-persistency line — the one to grow in the mix.

Individual ULIP renewals₹26,000 Cr · 320 lakh policies
Renewals on the in-force unit-linked book — the largest renewal stream.
Persistency
86%
Margin
30%
Non-Par Savings renewals₹15,000 Cr · 210 lakh policies
Guaranteed non-par savings renewals — sticky, growing with mix-shift.
Persistency
88%
Margin
34%
Participating (Par) renewals₹10,000 Cr · 160 lakh policies
Participating with-profits renewals — highest persistency.
Persistency
90%
Margin
28%
Protection renewals₹4,740 Cr · 70 lakh policies
Term / protection renewals — small premium, high margin.
Persistency
82%
Margin
55%
Group & Annuity renewals₹3,000 Cr · 20 lakh policies
Group & annuity renewals (fund & credit-life continuations).
Persistency
84%
Margin
45%
The renewal wall

₹58,700 Cr up for renewal · ₹7,300 Cr at lapse-risk

Next four quarters of renewal premium due. At-risk = lapse-flagged or surrender-likely.

Q3 FY26₹14,000 Cr due · ₹1,700 Cr at risk
Q4 FY26₹16,000 Cr due · ₹2,100 Cr at risk
Q1 FY27₹13,500 Cr due · ₹1,600 Cr at risk
Q2 FY27₹15,200 Cr due · ₹1,900 Cr at risk

Defend first: the ₹7,300 Cr at-risk slice. Each point of lapse on the ₹58,740 Cr renewal book is ₹587 Cr of premium gone — far cheaper to retain than to re-acquire, and it protects embedded value.

The persistency play

Lift persistency, hold the mix

Renewal mix is 58% vs a 60% target; the gap is retained premium not yet won back.

Protection renewals is the lever: 55% margin and 82% persistency — the best economics in the book. Growing it lifts both margin and the renewal mix.

Individual ULIP renewals is the moat: 320 lakh sticky policies — the largest renewal stream and the foot in the door for cross-sell.

Persistency gap to target
87.9% → 90%
closing it directly lifts renewal premium & EV
The quality gauge

Persistency ladder & service quality

Policies only renew if the book stays persistent — the 13M→61M ladder (premium basis, per IRDAI 14-Jun-2024 method) plus the service measures behind it.

13-month Persistency
87.9%
target 90%
25-month Persistency
78%
target 80%
37-month Persistency
72.3%
target 74%
49-month Persistency
69.1%
target 71%
61-month Persistency
58.1%
target 65%
Digital issuance (STP)
86%
target 92%
Grievance resolution SLA
95.5%
target 98%
First-time-right underwriting
96.5%
target 99%
Claims settlement ratio
99.4%
customer trust

Watch-item: 61-month persistency 58.1% (−550 bps) as COVID-era 2020-21 cohorts lapse at the 5-year mark — management flags it non-structural; targeted renewal & win-back is under way.