AI calling and chatbots for insurance: every renewal reminded, every lead called back
Insurance runs on calls that are easy to miss and expensive to lose: the lead who filled a quote form at 10pm, the renewal due next week, the policyholder asking on WhatsApp what their policy covers. Convarza AI calls and answers them with an AI voice agent and an AI chatbot that do the repetitive part well — reminders, qualifying questions, policy facts and booking an advisor — and hand advice, claims and anything sensitive to your licensed team.
What breaks first for an insurance sales and service team
Quote leads go cold before anyone calls
Comparison sites and ads deliver leads at all hours. The advisor who calls back the next afternoon reaches someone who bought from whoever called first.
Renewals lapse for want of a reminder
Most lapsed policies are not decisions. The renewal notice was missed, the payment link expired, and nobody had time to call every policyholder before the due date.
The same policy questions on every channel
What is covered, how to download the policy, where the claim stands. Advisors spend the day answering them on WhatsApp and the phone instead of selling.
One record for every lead and policyholder
Your own fields — product, sum assured, renewal date, advisor — sit on each contact, and every AI call, WhatsApp and note lands on the same timeline. Filter by renewal date to build next week's reminder campaign in seconds.
- Call outcomes move the lead stage, so advisors see who is ready to talk.
- Do not call and DND stages take people out of every calling list automatically.
- Export any segment to Excel for your own reporting.
From quote request to renewed policy
How a lead and a policyholder move through Convarza AI.
Every new lead is called within minutes
A quote form or ad lead starts a sequence: an AI voice agent calls, in English or Hindi, and asks your qualifying questions — product, cover needed, age band, city — writing each answer to the record.
Interested leads get an advisor
The agent books a call with a licensed advisor from their real availability. It does not recommend a policy; that conversation belongs to your advisor.
Renewals are reminded, then called
A campaign reaches policyholders before the due date: a WhatsApp reminder with the payment link, then an AI call to anyone who has not renewed, stopping the moment they do.
Questions are answered, claims are handed over
The AI chatbot answers policy questions on WhatsApp and your website from your documents. Claims, complaints and anything needing judgement go straight to a person with the conversation attached.
The parts of Convarza AI that do the work
AI calling for every lead
Natural speech in English or Hindi on your own numbers, inside the calling hours you set.
Renewal campaigns
WhatsApp reminder, then an AI call, then email — stopping per person the moment they renew.
WhatsApp chatbot for policy questions
Answers from your policy documents and FAQs, all night, with claims handed to a person.
Advisor booking
Licensed advisors' calendars shared round-robin, booked during the call or chat.
A pipeline you can trust
Lead stages separate from call outcomes, with your own fields on every record.
Access kept tight
Agents see only what is assigned to them; exports are admin-only.
When this is not the right fit
Convarza AI is not a policy administration system, and its AI agents do not recommend policies, assess suitability or decide claims — that work stays with licensed people and the systems built for it. Check the rules on soliciting and servicing insurance that apply to you before automating any part of the sales conversation.
Step-by-step guides for this
Create a multi-channel campaign
An audience, the channels it may use, who answers the call, and a sequence written in sentences — AI call, then WhatsApp, then email, until they connect.
ReadOverride calling hours for one campaign
Hours come from the channel by default. A campaign can narrow them for itself, and reset back — but it can never widen them.
ReadWrite handover conditions
The bot's job includes knowing when it is done. Most disappointing deployments fail at the seam, not at the answer.
ReadBuild a knowledge base from PDFs and documents
Your help centre was written for people who are already reading it. An agent needs the same facts arranged very differently.
ReadWritten about this
AI payment reminder calls that recover money without harassment
Most missed payments are forgetting, not refusing. How to run AI reminder calls with WhatsApp, inside RBI conduct rules, and when to hand over.
ReadHow to qualify a lead on a phone call, and hand the script to an agent
Four questions, asked in an order that survives a real conversation. Then how to give the same script to an AI agent without it sounding like a form.
ReadThe DPDP Act and your customer conversations
Chats, call recordings and AI transcripts are all personal data under India's DPDP Act. Where it sits, and six questions to answer before the deadline.
ReadAI calling and chatbots for insurance: FAQ
Can an AI agent sell insurance?
It should not try. Use it to call leads, ask qualifying questions, answer factual questions about your products and book a call with a licensed advisor. Recommending a policy, assessing suitability and closing the sale stay with your advisors — and check the regulations that apply to you.
How do AI renewal reminders work?
Build an audience from the renewal date on each contact and run a campaign: a WhatsApp reminder with the payment link, then an AI call to anyone who has not renewed, then an email. Each person drops out the moment they reply or renew. Create a multi-channel campaign.
What happens with claims questions?
Write a handover condition so any claim, complaint or dispute goes straight to your team with the conversation attached. The AI can share general facts, such as how to start a claim, from your documents. Write handover conditions.
Can it call in Hindi?
Yes. AI voice agents speak English and Hindi, with a voice set per language. Accents, languages and names.
Are calls recorded?
Every call lands on the contact with its outcome, recording and transcript. Tell callers the call is recorded, and check your obligations under India's DPDP Act. The DPDP Act and customer conversations.
Does it connect to our policy system or CRM?
Calls are logged into HubSpot, Zoho CRM, Pipedrive and Freshworks. Policy and lead systems that can post to a URL, or that Zapier, Make or Integrately can reach, connect through a catch hook or the developer API.
What does Convarza AI cost?
Four plans from ₹2,499 a month, with no setup fee and no per-conversation charge. See pricing.
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