InsuranceOutbound

Policy welcome call

Calls new policyholders once the policy is issued, checks it reached them, explains the cover and the free-look period.

Why it matters

The call nobody has time to make

A customer who understands their policy in the first week trusts you for years. A welcome call that explains the cover plainly, and how to cancel if it isn't right, also brings mis-selling to light early.

On the call

1
Welcomes them
And checks the policy document arrived.
2
Explains the cover
In plain words, from your approved summary.
3
Explains the free-look period
How long they have to change their mind, and how.

Policy welcome call · illustrative

00:27

Pooja

Kevali agent

Customer

On the phone

What your team gets back

After every call, in Calls and Analytics.

Customers welcomed, with confirmation the policy arrived
Early doubts and mis-selling concerns, flagged
A record that the free-look period was explained

Built in the Agent Builder

What this agent is made of

The same building blocks as every Kevali agent, set up for this call.

Campaigns
Who it calls and when, for the calls it makes.
Knowledge Base
The documents and FAQs it answers from, so it says what you've approved and nothing else.
Variables
The details that change per call, like a name, an amount or a date.
Data Collection
The answers it records from each call, in fields your team can filter.

01
Build it
Start from a template or a blank agent. Write its instructions and first line, pick a voice and link what it should know.
02
Test it
Talk to it in the browser or have it ring your phone, read the transcript, and run the safety evaluation before you publish.
03
Launch and watch
Put it on your number or in a campaign. Calls, Analytics and Alerts show how every conversation went.

Insurance