AI voice agents for insurance: Renewal calls that start before the lapse.
Claim updates that don't wait for office hours.
AI voice agents that renew policies on time, qualify new leads, chase proposals and keep claimants updated.
Works with the tools you already use
- Salesforce
- LeadSquared
- Zoho CRM
- HubSpot
- Freshsales
- Google Sheets
- WhatsApp Business
- Zapier
Renewal reminder
Live call · Kavya · Hinglish
Hello Sneha ji, main Kavya, Shieldwell Insurance ki AI assistant. Aapki health policy 28 October ko renew honi hai. Kya do minute baat kar sakte hain?
The calls insurance teams hand to Kallix.
Pick one to see how it runs.
Each starts from your systems, ends in a clear outcome, and hands over to your team when a person is needed.
Call policyholders before the due date with the premium and renewal date from your records, answer common questions and send the renewal link on WhatsApp.
Policy system
Renewal due in 15 days
Kavya calls
Hinglish
- Shares premium and due date
- Answers cover questions
- Offers a payment link
Will renew
Payment link on WhatsApp
Wants changes
Advisor callback booked
No answer
Retried the next day
Tracked as Renewal confirmed, with the recording and transcript, and synced to your CRM.
Built for the rules of insurance.
And every call on the record.
Calling windows, consent and data handling are set per campaign, and every call is recorded and transcribed for review.
Clear disclosures on sales calls
IRDAI expects insurers and intermediaries to give accurate information on sales and renewal calls and to avoid mis-selling. Write the disclosures your compliance team requires into the agent's script, and route product advice to a licensed person.
Records of every conversation
IRDAI's distance-marketing guidelines ask insurers and intermediaries to keep records of tele-sales conversations. Kallix records and transcribes every call, with the disposition and extracted fields, so your team can review what was said.
Consent and DND preferences
TRAI's rules on commercial communication cover promotional calls and DND preferences. Call policyholders and leads who have consented, and agents honour do-not-call requests on the call.
What you can track
- Renewals confirmed
- Renewal links sent
- Advisor callbacks requested
- Connect rate by campaign
- Sentiment on claim calls
- Best time to call
General information, not legal advice. Check the rules that apply to your business.
Go deeper by use case
Insurance, answered.
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Your agent explains what's in your knowledge base, such as renewal dates, documents and common product questions, and qualifies interest. Advice and sales decisions belong with a licensed person, so set the script to transfer when a caller wants a recommendation.
Each contact carries its own variables, such as policy type, premium and renewal date, from a CSV upload or the API. The agent uses them in the conversation, so every call is specific to that policyholder.
Yes. Rent an Indian virtual number in the dashboard and route it to an agent 24×7. It answers from your knowledge base, captures the policy or claim number and transfers to your claims team on rules you set.
Yes. Every call has a recording, transcript, duration, cost, disposition, sentiment and the fields the agent extracted. Export them as CSV or send them to your systems through webhooks.
Yes. Write test scenarios, such as a policyholder who disputes the premium or asks to cancel, run them against an agent version and see pass or fail for each. Rerun them after every change before you launch.
Put an agent on the line. Hear one call you in under a minute.
Try a live agent on your own phone, or book a demo and we'll walk you through the platform with your use case.