OP-04
AI voice agent
An AI voice agent that calls every policyholder before renewal
TL;DR
The renewal agent calls each policyholder ahead of their renewal date. It explains the premium and due date and answers common questions. After the call it sends a renewal or payment link, and flags policies that need a person.
Inputs
Renewal list, policy data
Output
Renewal status per policy
Live in
4 weeks
Pricing
Quoted after discovery
Languages
40+, incl. Hindi
What does it do?
Calls each policyholder ahead of their renewal date, explains what is due, answers common questions and passes ready-to-renew customers to your team.
Calls on a schedule before each renewal date
Explains the premium and due date clearly
Sends a renewal or payment link after the call
Flags at-risk policies for your team
Who is it for?
Insurers, brokers and agencies in the UK and India with large renewal books and small teams to call them.
What does it connect to?
Your policy list or CRM (such as Salesforce or HubSpot), and phone lines through Twilio, Exotel, Smartflo or another provider. Links follow up by WhatsApp or SMS.
How long does it take, and what does it cost?
Most agents go live in about 4 weeks, followed by two weeks of close support. Every build is quoted after a free discovery call: once we have mapped your calls, rules and systems, you get a fixed setup price within 48 hours. Ongoing LLM token and call-minute usage is billed at cost, with no mark-up.
Common questions
When does it call?
On a schedule you choose, for example 30, 15 and 7 days before renewal, within agreed calling hours.
Can it take payment on the call?
No. It sends a secure renewal or payment link after the call, so card details never pass through the conversation.
How do we see the results?
Each policy gets a status (renewing, needs a call-back or not renewing), written back to your system, with a monthly summary.