Automate renewal reminders, premium due calls, document collection and advisor appointment booking — with full compliance guardrails.
Live AI voice call
David Miller
Policy renewal reminder · English
“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?”
“Send the payment link please.”
What happens on every call
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.
Log outcome
Renewal stage, reason & transcript saved; team notified.
Reminder cycle
SMS + email if payment not completed.
Use cases
Example call
Illustrative example — names, numbers and records below are for demonstration and do not represent a specific customer.
Full call transcript
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?
Yes, go ahead.
intent: renewal_engaged
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?
Just renew. Send me the link.
intent: pay_intent
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.
Got it on SMS.
Great. Once you complete the payment you’ll get the new policy schedule by email within an hour. Anything else I can help with?
No that’s all, thanks.
Thanks David, have a great day.
Booking confirmed
Sent
now
Renewal payment · ₹8,420
with Payment link
Sent now · 48h link
SMS · Email
Compliance & guardrails
Integrations
CRM connectors (HubSpot, Salesforce, Zoho, Pipedrive) are coming soon — today you can export leads/calls or notify your team via webhook, email and Slack.