Welcome calls, verification and claims, without the hold music
Insurers and brokers rely on calls that are easy to put off: checking a proposal before issuance, welcoming a new policyholder, and taking down a claim when something has gone wrong. An agent makes and answers them in the customer's language and keeps a clean record of each one.
Insurance
Where the agent picks up
Each call has its own page, with what the agent says and does, start to finish.
Press play
Pre-issuance verification
Confirming the proposal with the buyer catches errors and mis-selling before a policy is issued. It's a scripted, repetitive call that has to be done the same way every time, which suits an agent.
On the call
- 1
Confirms identity
Name and date of birth against the proposal.
- 2
Reads the key details back
Plan, sum insured, premium and term.
- 3
Flags any mismatch
Anything the buyer disagrees with goes to underwriting before issuance.
Ayaan
Kevali agent
Customer
On the phone
- Ayaan: Hello Mr. Rakesh Menon, I'm calling from Suraksha Insurance about the term policy you applied for. Can you confirm your date of birth?
- Customer: 14th March 1986.
- Ayaan: Thank you. The plan is a 30-year term policy with a sum insured of one crore rupees and an annual premium of ₹14,200. Is that what you agreed to?
- Customer: Yes, but I was told the premium was paid monthly.
- Ayaan: Thank you for telling me. I've noted that you expected monthly payments, and our team will contact you before the policy is issued.
- Customer: Okay, that's fine.
- Ayaan: Thank you, Mr. Menon. Have a good day.
Why teams bring in an agent
What gets in the way in insurance
Verification calls pile up before issuance
It reads the proposal back, records each confirmation, and flags any mismatch for underwriting.
Claims come in at the worst moments
It answers any hour, checks everyone is safe, and opens the claim while the details are fresh.
New customers don't know what they bought
A welcome call explains the cover and the free-look period in their own language.
Policy terms must be stated exactly
It reads terms from your approved material and doesn't paraphrase cover or exclusions.
Questions
Asked by teams in this industry
Can it read terms exactly as our policy wording says?
Yes. Put the approved wording in its knowledge base and instructions, and it reads from that rather than paraphrasing.
How does it open a claim?
Through a Tool you set up in the Agent Builder that calls your claim system. Keys for your system are stored encrypted.
Can it sell policies?
No. It explains what a customer already has and records their questions; selling stays with your advisors.
Other industries
Put an agent on your policy calls
Bring one call flow. We'll build the agent with you on a 30-minute call and you can hear it before you pay.