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POLICY RETENTION · VISION 360 AI TELEPHONY

Protect policy renewal revenue with timely, personalized reminder calls.

Lapsed insurance policies are lost lifetime revenue. Vision 360 automates health, motor, and term life policy renewal follow-ups, explains No-Claim Bonus (NCB) benefits, and dispatches renewal links directly to policyholders.

Deploy for Insurance Agencies & Brokers₹6.99/min connected talk-time
+29%
Policy Renewal Rate
Increase in timely renewal collections
92%
NCB Preservation
Policies renewed before NCB expiration
4x
Agent Productivity
Brokers focus 100% on new customer acquisition
Problem vs Solution

Why Traditional Telecalling Fails in Insurance Agencies & Brokers

Manual call centers struggle with high attrition, inconsistent pitch quality, and missed evening leads.

Manual Calling Bottlenecks
  • ×High policy lapse rates because customers forget renewal deadlines or miss automated emails
  • ×Agents spending hundreds of hours on low-value renewal follow-ups instead of writing high-margin new policies
  • ×Customers unaware of NCB loss if motor policy expires past the 90-day grace period
  • ×Inbound policyholders frustrated by long hold times when checking claim inspection status
Vision 360 Autonomous AI
  • Automated multi-stage renewal calling schedule (T-30 days, T-15 days, and T-3 days before policy lapse)
  • Clear explanation of NCB percentage savings and cover enhancements (zero-depreciation, engine protect)
  • Direct WhatsApp payment link dispatch for 1-click renewal through payment gateways
  • Instant claim status lookup by policy number with estimated surveyor inspection timeline
Word-for-Word Call Dialogue

How our AI handles real customer conversations

Notice natural pauses, polite phrasing, and sub-second bilingual understanding.

🤖 Vision 360 AI Agent00:01
Good morning Mr. Rao. Calling from SafeShield Insurance. Your comprehensive motor insurance policy for vehicle AP 26 BC 1984 expires on 28th October. Do you have 30 seconds?
👤 Customer00:08
Yes, what is the renewal premium this year?
🤖 Vision 360 AI Agent00:13
With your 35% No-Claim Bonus, your renewal premium is ₹7,840, including zero-depreciation cover. Renewing before 28th October ensures your NCB discount is preserved. Shall I send the 1-click payment link to your WhatsApp?
👤 Customer00:26
Yes please, send the link.
🤖 Vision 360 AI Agent00:29
Done! WhatsApp message sent with your policy renewal summary and secure payment link. Once paid, your digital policy document will be issued instantly. Thank you Mr. Rao!
Live Telephony Recording0:55
Motor & Health Insurance Renewal Reminder Call
Voice: P02 (Compliance Guarded) · Indian English & Hindi
Voice Demo · Indian English & Hindi
Motor & Health Insurance Renewal Reminder Call

P02 (Compliance Guarded)

Click to audition voice tone0:55
End-to-End Automated Telephony
1
Policy Expiry List Sync
Ingests policy expiry dates and current NCB status from core insurance system.
2
Multi-Touch Calling
Executes proactive calls starting 30 days prior, escalating frequency as expiry nears.
3
Benefit & Discount Pitch
Calculates renewal premium, highlights NCB savings, and answers coverage questions.
4
Instant WhatsApp Renewal
Delivers secure payment gateway link and confirms successful policy issuance.
Frequently Asked Questions

Common Questions About AI for Insurance Agencies & Brokers

Can the AI explain complex policy add-ons like zero-depreciation or consumable cover?

Yes. The AI is trained on insurance domain language and can clearly explain the value of zero-depreciation, engine protect, and roadside assistance add-ons.

Does it support motor, health, and life insurance simultaneously?

Yes. Different voice agents can be configured with specific knowledge bases tailored to motor, health, and term life insurance portfolios.

How is customer payment security handled?

The AI never collects credit card or CVV details over voice. It delivers verified payment gateway links to the customer verified WhatsApp number.

ZERO SETUP FEE · GET STARTED IN DAYS

Let your first AI agent call you right now.

Stop losing leads to unanswered dials and human telecaller fatigue. Experience autonomous Indian AI agents with transparent ₹6.99/min connected-calls-only billing.

Billed Only for Connected Calls ₹0 Setup Fee Dedicated Dashboard Included Lifetime Support