Renewal Reminders
Call every lapsing policyholder 30, 15, and 7 days before expiry. AI confirms renewal intent, handles objections, and transfers hot leads.
Cross-Sell Campaigns
Identify existing customers due for an upgrade — health to term, or car to comprehensive. AI opens the conversation naturally.
Claim Status Follow-up
Proactively update claimants on status, collect missing documents, and flag escalations — before they call your helpline frustrated.
New Lead Qualification
Inbound insurance inquiries from any portal called back within minutes. AI qualifies sum assured, age, existing cover, and income bracket.
WhatsApp Policy Details
After the call, AI sends policy brochure, premium calculator link, or claim form on WhatsApp — using pre-approved templates.
Renewal Funnel Analytics
Real-time dashboard: Renewing, Churning, Needs Agent. Full call transcripts. Sentiment per customer. Export-ready for your CRM.