New Policy Sales Agent
Runs outbound campaigns for life, health, and motor insurance; qualifies leads; assesses customer needs; shares plan options; generates instant quotes; and boosts conversions with personalized follow-ups across all channels.
Insurance companies leave millions on the table by under-serving their existing customer base. UnleashX's AI Agent for cross-selling identifies the right policy opportunities, reaches customers across calls, WhatsApp, and SMS, and drives conversions autonomously 24/7, in 100+ languages, with zero manual effort from your sales team.
Explore our suite of AI agents built specifically to maximize revenue from your existing insurance customer base.
Runs outbound campaigns for life, health, and motor insurance; qualifies leads; assesses customer needs; shares plan options; generates instant quotes; and boosts conversions with personalized follow-ups across all channels.
Proactively calls existing customers for insurance renewals, suggests complementary policies based on preferences, upsells coverage upgrades, and follows up via email, SMS, and WhatsApp.
Runs multi-touch renewal and cross-sell campaigns across phone, WhatsApp, and SMS; answers policy queries; prevents lapses with timely nudges; and boosts on-time policy upgrades.
End-to-end sales AI that connects with policyholders 24/7 via calls, chat, and email; nurtures cross-sell leads; updates CRM autonomously; and closes every opportunity without human intervention.
Orchestration layer that coordinates cross-selling workflows across voice, chat, and automation syncing with your CRM, compliance tools, and communication platforms seamlessly.
A complete platform to deploy, manage, and monitor AI agents across your insurance operations with 200+ integrations, 100% IRDAI/GDPR compliance monitoring, and 45-minute go-live capability.
The AI agent ingests your existing policyholder data from your CRM, identifies coverage gaps, and segments customers by life stage, existing products, and upsell potential all automatically, without manual effort.
See how insurance businesses are driving more revenue from existing customers with UnleashX AI agents.
"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 goes beyond basic chatbots delivering full-stack AI employees that autonomously drive cross-sell revenue while staying compliant with IRDAI and global data standards.
Built-in 100% compliance monitoring ensures every cross-sell interaction adheres to IRDAI, GDPR, and internal audit protocols.
Proven to deliver 2.5x lead conversions with 98% human-like accuracy across voice, chat, and task execution.
Supports 100+ global languages and 12+ Indian languages, enabling personalized cross-sell outreach across India and international markets.
Production-ready AI agents go live in just 45 minutes with 200+ tool integrations and 99% uptime from day one.
AI employees purpose-built to sell, support, and scale your insurance business.
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.
The AI agent analyzes your existing policyholder data including current coverage, life stage, claim history, and demographic signals to identify coverage gaps and match each customer to the most relevant products. It uses contextual intelligence to prioritize outreach for customers with the highest conversion potential, ensuring every cross-sell conversation is relevant and timely.
Talk to our team for a personalized walkthrough tailored to your insurance business.
UnleashX AI agents are deployed globally, with deep expertise serving insurance businesses across India and international markets.
Global Coverage
Service Reach
24/7 Operation
Availability
100+ Languages
Languages Supported
Our AI agents are built to operate across geographies, get started in 45 minutes.
Full adherence to IRDAI insurance regulatory standards.
Meets GDPR data privacy and protection requirements.
Enterprise-grade reliability with 99% platform uptime.
Globally recognized standards for data protection, privacy, and risk management.
Fill in your details and our team will walk you through a personalized demo of the insurance cross-selling AI agent. Go live in as little as 45 minutes.
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.