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Built into the CRM, not bolted onto it

AI Call Agent That Briefs the Executive Before a Renewal Call

Before a renewal call an executive ought to know what the policy is, whether there was a claim last year, what was quoted at the last enquiry and what the client was unhappy about. Assembling that from a register, a chat thread and somebody's memory takes four minutes, and on a day of forty calls it does not happen. The AI call agent puts the brief together beforehand, then writes the summary and the next step afterwards. It does not speak to the client.

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What gets lost between one call and the next

A desk making sixty calls a day loses most of its record quality in the gap between them. The note that actually gets typed is will renew. The sentence worth keeping was that the client wants to add his mother to the family floater but is waiting on a medical report, and that sentence is the entire reason the October conversation goes anywhere. Nobody is lazy; there are simply nineteen more calls waiting.

The list itself is treated as if every call were equal. A hundred policies fall due this fortnight. Some are two-wheelers that will renew whatever anybody does. One is a floater with a claim history where the client already has a competing quote on his phone. Working strictly down the expiry date spends identical attention on both, and the case that needed twenty minutes gets ninety seconds.

Preparation before, record keeping after

The assistant reads what is already in the CRM, meaning the policies, expiry dates, past quotes, logged calls, messages and claim history, and produces a short brief for the account at the top of the list. After the call it turns the executive's typed lines into a summary written back against the policy, proposes the next step and drafts the follow-up message for a person to check.

Nothing reaches the policyholder without a human approving it, and no conversation is held by a machine. On a broking desk that is not a limitation but the only sensible arrangement, because what is said about cover carries weight and the person saying it should be the one who is authorised to.

More on the capability itself: AI Call Agent. More on this industry: CRM for insurance brokers.

Forty calls before Friday, ordered properly

An executive has forty renewal calls to make before Friday across motor, health and two term plans.

  1. 1The brief on the first record shows a family floater due in nine days, a claim settled last year and a top-up asked about in March that nobody followed up.
  2. 2The executive calls, holds the conversation and types three lines afterwards.
  3. 3Those lines become a summary on the policy record, with a follow-up message drafted for review rather than sent.
  4. 4The unfollowed top-up question becomes its own enquiry record instead of staying buried in a note.

One price, one plan: ₹899/user/month + GST on annual billing. The Free Forever plan carries one user and 200 leads with no card and no expiry, which is enough to run this workflow on your own data before anyone signs anything.

What else this team uses

The same capability, other industries

Questions teams ask

Try it on your own data

Import a list, run the workflow above, and see what it looks like with your names on it. Setup takes 15 to 30 minutes.

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