New Policy Sales & Lead Qualification Agent
New Policy Sales & Lead Qualification Agent is a pre-built AI employee you configure in UnleashX Agent Studio for sales accelerator. Qualifies leads and drives policy sales for life, health, and motor insurance.
The New Policy Sales Agent qualifies inbound and outbound leads for life, health, and motor insurance by running discovery conversations, assessing needs, and presenting relevant options. It generates instant quotes and schedules callbacks with your sales team for hot prospects. Insurance companies use it to increase conversion rates from enquiry to policy issuance.
What it does
Languages
English
HindiHow It Works
- 01
Step 1
Engages inbound enquiry or outbound prospect via phone or WhatsApp
- 02
Step 2
Runs discovery conversation to identify coverage needs
- 03
Step 3
Presents options, generates quote, and answers objections
- 04
Step 4
Confirms purchase intent and routes hot leads to your sales team
When to Deploy This Agent
Deploy this agent when your insurance operation needs IRDAI-compliant, multi-channel outreach with native Hindi and regional language coverage. Typical fit: mid-size to enterprise insurers handling 10,000+ monthly policyholder interactions across renewals, claims, and new-policy sales. Compliance is built-in: TRAI DND scrubbing, consent capture, and audit trails satisfy IRDAI and DPDP requirements by default. Skip if your entire book runs on a single product line with under 1,000 touchpoints/month.
What the New Policy Sales & Lead Qualification Agent Does
Configure the agent to act autonomously within approved permissions. Route exceptions and decisions requiring approval to a person with the relevant context.
Qualifies leads across life, health, and motor insurance products
Assesses customer needs and presents matching policy options
Generates instant quotes and explains policy terms clearly
Books callbacks with senior sales agents for complex cases
Runs outbound campaigns targeting lapsed or new-to-insurance segments
How It Works, Step by Step
A typical conversation flow for the New Policy Sales & Lead Qualification Agent. Customisation happens within each step, not on the overall shape.
Illustrative step 1 of 4
Step 1
Engages inbound enquiry or outbound prospect via phone or WhatsApp
Evaluate the completed record.
Agree a baseline and acceptance criteria for this Insurance workflow before connecting production systems.
Task completion: verify the intended result in the destination system.
Decision quality: test typical requests, missing data and ambiguous cases.
Human handoff: check the reason, case history and next action reach the right owner.
Before you deploy
What does the demo show?
The demo lets you explore this role's conversation experience. Production system access, business rules and escalation paths are configured separately.
When does the agent hand work to a person?
Define approval requirements and exception thresholds before launch. Missing information, uncertain decisions and actions outside the approved scope should route to an accountable person with context.
How should we evaluate this role?
Test representative cases and exceptions against your current baseline. Review task completion, accuracy, escalation quality and cost per completed task before expanding scope.
Related AI Employees
Other agents from the Insurance category and adjacent workflows.
Ready to deploy the New Policy Sales & Lead Qualification Agent?
Start with a defined scope, test cases and integration plan. Deployment timing depends on system access and approval requirements.