Running group insurance enrollment campaigns means coordinating hundreds of employee touchpoints, answering repetitive queries, and chasing incomplete applications all under tight open-enrollment windows. UnleashX's AI Agent works 24/7 across calls, WhatsApp, SMS, and email to qualify prospects, guide enrollees step by step, and close every eligible member before the deadline. Scale enrollment without scaling headcount.
End-to-end AI-powered capabilities purpose-built to drive higher enrollment rates, reduce manual effort, and keep every employee informed.
Runs outbound enrollment campaigns for group health and life policies, qualifies employee leads, assesses coverage needs, shares plan options, generates instant quotes, and boosts conversions with personalised multi-channel follow-ups.
Runs multi-touch renewal campaigns across phone, WhatsApp, and SMS; sends premium-due reminders; answers renewal queries; prevents policy lapses; and boosts on-time group re-enrollment with timely nudges in English and Hindi.
Guides enrolled employees through every step of the claims process, explains required documents, collects uploads via WhatsApp, and shares real-time claim status updates reducing processing time and improving member confidence.
A full-stack AI Sales Employee that connects with group insurance prospects around the clock via calls, chat, and email nurtures leads, sends follow-ups, autonomously updates your CRM, and closes enrollments until every opportunity converts.
An orchestration layer that automates the entire enrollment campaign workflow covering voice, chatbots, WhatsApp, and RPA-style automation integrating seamlessly with 200+ tools including Salesforce, HubSpot, and Zapier.
A complete platform to build, deploy, and manage autonomous AI employees for group enrollment. Supports 100+ languages, 100% IRDAI compliance monitoring, human-in-loop oversight, and go-live in under 45 minutes.
Upload your eligible employee list and group policy details to the UnleashX platform. The AI agent ingests plan options, eligibility rules, and enrollment deadlines building a personalised outreach schedule for every individual within minutes.
See how businesses have used UnleashX AI Agents to dramatically improve enrollment rates and reduce operational costs.
"The voice SDRs revived our entire old database. People actually responded because the agent sounded natural, helpful and fully aware of our projects. Follow ups became instant. Interest checks became smoother. The sales team finally got real conversations instead of chasing dead ends."
"Using UnleashX gave our team the power to build voice AI agents that deliver real results for our clients. Every use case became faster to deploy and easier to scale. Our metrics improved across the board and the quality of outcomes surprised even our clients. It has made our entire..."
UnleashX delivers more than automation, it provides a fully autonomous AI workforce designed to convert every eligible employee into an enrolled member.
Built with 100% compliance monitoring to meet IRDAI, GDPR, and internal audit protocols keeping every enrollment interaction fully audit-ready.
Go live with a fully configured group enrollment campaign in under 45 minutes using pre-built templates no lengthy implementation cycles required.
UnleashX agents consistently deliver 2.5x lead conversion rates and 57% faster follow-ups turning more eligible employees into confirmed enrollments.
Engages employees across India and globally in 100+ languages including Hindi, Tamil, and Bangla operating round the clock with 99% uptime and under 700ms latency.
Autonomous AI employees purpose-built to handle insurance enrollment at scale.
Sales AI Employee
Peter is UnleashX's end-to-end Sales AI Employee, purpose-built to support banking and financial services teams in converting KYC-completed prospects into active account holders. Operating 24/7 across calls, chat, and email, Peter connects with banking leads, nurtures them through the onboarding funnel, sends timely follow-ups, autonomously updates CRM systems, and ensures every qualified prospect completes their bank account opening journey. With support for both English and Hindi, Peter is particularly effective in engaging customers across India's diverse banking population ensuring no opportunity is lost due to language barriers or delayed response times. Deployable in 45 minutes, Peter brings 98% human-like communication to your sales and onboarding pipeline.
Cart Abandonment AI Employee
Sarah is UnleashX's AI Employee specialised in re-engaging customers who drop off mid-way through the bank account opening or Video E-KYC process. In the banking context, Sarah identifies where customers abandoned the onboarding flow whether during document submission, video session scheduling, or final activation and proactively re-engages them through voice calls, WhatsApp messages, and chat. She autonomously sends personalised nudges, resolves common objections, and guides customers back to complete their KYC verification. Supporting both English and Hindi, Sarah is especially effective in recovering India-based banking drop-offs, where customers often abandon due to confusion about the KYC process rather than genuine disinterest. She tracks every interaction until conversion is confirmed.
HR Recruiter AI Employee
James is UnleashX's HR Recruiter AI Employee, supporting banking institutions looking to scale their operations teams alongside their AI-powered KYC infrastructure. As banks deploy Video E-KYC platforms and expand digital onboarding capabilities, James helps source and screen compliance officers, KYC analysts, and customer onboarding specialists across job boards, chat, and calls. He schedules interviews, sends reminders, coordinates hiring pipelines, and follows up autonomously until every critical banking operations role is filled. With English and Hindi language support, James is highly effective for banks operating across India's major financial hubs including Mumbai, Delhi, and Bengaluru ensuring talent acquisition keeps pace with digital transformation goals.
An AI Agent for group insurance enrollment is an autonomous digital employee that manages the entire enrollment campaign workflow from outbound outreach and employee communication to document collection and CRM updates. Unlike basic chatbots, UnleashX agents handle voice calls, WhatsApp, SMS, and email simultaneously, operating 24/7 to ensure every eligible employee is contacted, informed, and guided through enrollment before the deadline.
Speak with an UnleashX specialist to see a live demo tailored to your group enrollment campaign needs.
UnleashX AI Agents power group insurance enrollment campaigns for businesses across India and globally.
Our AI agents deploy in under 45 minutes wherever your workforce is located.
Fully compliant with India's insurance regulatory framework
Adherent to global data protection and privacy standards
Enterprise-grade reliability with near-zero downtime
Globally recognized standards for data protection, privacy, and risk management.
Tell us about your upcoming enrollment window and employee base. Our team will show you exactly how UnleashX can go live in under 45 minutes and start enrolling members before your next deadline.
For immediate assistance, feel free to give us a direct call at +919911997433.
For immediate assistance, feel free to give us a direct call at +919911997433.