Insurance

AI voice agents for insurance renewals and advisor follow-ups

Automate renewal reminders, premium due calls, document collection and advisor appointment booking — with full compliance guardrails.

Live AI voice call

00:31

David Miller

Policy renewal reminder · English

Speaking
Agent

“Hi David, this is Daniel from SecureLife. Your motor policy renews on the 18th — would you like me to send the payment link or schedule an advisor callback?”

Prospect

“Send the payment link please.”

Renewal confirmed Payment link sent CRM updated Renewal logged

−66%

renewal cycle time

+42%

renewal collection rate

100%

calls compliance-checked

< 24h

first contact on lapsed policies

What happens on every call

From dial to follow-up — automatically

Renewal call

Within calling window, region-aware.

Confirm intent

Renew, defer, switch product, or opt out.

Advisor or pay

Book advisor callback or send pay link.

Update CRM

Renewal stage + reason + transcript.

Reminder cycle

SMS + email if payment not completed.

Use cases

Workflows out of the box

Policy renewal reminder
Premium payment reminder
Lapsed policy revival
Document collection follow-up
Advisor callback booking
Health / life / vehicle insurance enquiry
Cross-sell follow-up
KYC / form completion reminder
Claim status update

Sample call

A real conversation, end to end

Full call transcript

English
00:00
agent

Hi David, this is Daniel calling from SecureLife Insurance. This is a quick reminder that your motor policy renews on the 18th. Is now a good time?

00:09
caller

Yes, go ahead.

intent: renewal_engaged

00:11
agent

Thanks. The renewal premium is ₹8,420 — same coverage as last year. Would you like to renew now, or would you prefer to speak with an advisor first?

00:21
caller

Just renew. Send me the link.

intent: pay_intent

00:24
agent

Perfect. I’ll send a secure payment link to your registered email and SMS now. The link expires in 48 hours. I won’t ask for any card or OTP details on this call.

Tool: payment.create_link → link · ₹8,420 · 48h ttl
00:34
caller

Got it on SMS.

00:37
agent

Great. Once you complete the payment you’ll get the new policy schedule by email within an hour. Anything else I can help with?

Tool: notification.send → sms+email sent
00:44
caller

No that’s all, thanks.

00:46
agent

Thanks David, have a great day.

Tool: crm.update → stage=renewal_in_progress

Booking confirmed

Sent

now

Renewal payment · ₹8,420

with Payment link

Sent now · 48h link

Synced

SMS · Email

CRMSalesforce · Account updated by VaniVx

David Miller

Policy

Motor · MOT-44218

Stage

Renewal in progress

just updated

Premium

₹8,420

just updated

Payment link

Sent · expires 48h

just updated

Channel

SMS + Email

just updated

Next action

Reminder in 24h if unpaid

just updated

Activity

  • 14:02VaniVx call connected · 46 sec
  • 14:02Renewal intent confirmed
  • 14:03Payment link sent · ₹8,420
  • 14:03Compliance check passed (no OTP/CVV solicited)

Outcomes you can measure

Every call becomes a tracked outcome

Outcome dashboard · last 30 days
Renewals called

12,300

+22%

Pay-link sent

8,140

+31%

Collected

₹6.1Cr

+42%

Cycle time

4 days

−8 days

Daily renewal collection (₹ lakhs) for an India-based insurer, last 30 days.

Compliance & guardrails

Built for regulated conversations

No OTP, CVV, full card or banking password collection over voice — ever
Region-specific compliance modes (India DLT, US TCPA, EU GDPR, Singapore PDPA)
Suppression list + DND / opt-out detection on every call
No threats, false urgency or unsupported claims
Calling-window enforcement per region
Audit log on every action and tool call
Compliance details →

Integrations

Plugs into the tools you already use

Salesforce
HubSpot
Zoho CRM
Pipedrive
Calendly
Outlook Calendar
Twilio
Exotel
Stripe
Razorpay
WhatsApp
SMS
Email (Resend)
All integrations →

See it run on your workflow

Spin up a live demo with your script, language and follow-up rules.