Policy Renewal Automation
Runs multi-touch renewal campaigns across phone, WhatsApp, and SMS. Sends premium-due reminders, answers renewal queries, and prevents policy lapses with timely nudges to boost retention and on-time payments.
Missed premium payments cost insurers thousands in lapsed policies every month. UnleashX's AI Agent autonomously follows up with policyholders via phone, WhatsApp, and SMS sending timely reminders, answering payment queries, and driving on-time collections 24/7. Purpose-built for India's insurance landscape, it supports English and Hindi, ensuring no renewal slips through the cracks.
End-to-end autonomous solutions that keep your insurance premium collections on track and policy lapses at zero.
Runs multi-touch renewal campaigns across phone, WhatsApp, and SMS. Sends premium-due reminders, answers renewal queries, and prevents policy lapses with timely nudges to boost retention and on-time payments.
Runs outbound campaigns for life, health, and motor insurance; qualifies leads; assesses customer needs; shares plan options; generates instant quotes; and boosts conversions with personalised follow-ups.
Calls customers for insurance renewals, suggests policies based on preferences, upsells coverage upgrades, and follows up via email, SMS, and WhatsApp to close every renewal opportunity.
Guides policyholders through every step of the claims process, explains required documents, collects uploads via WhatsApp, and shares real-time claim status updates to reduce processing time.
AI agents operate round the clock with 99% uptime, handling calls, chats, and payment follow-up workflows without human intervention ensuring zero missed touchpoints even outside business hours.
Orchestrates seamless follow-ups across voice calls, WhatsApp, SMS, and email through a central platform syncing with CRMs and external systems to maintain a consistent, personalised customer experience.
The AI agent connects with your CRM or policy management system to automatically identify policyholders whose premiums are due or overdue prioritising high-risk lapse cases first for immediate outreach.
See how insurance teams are reducing policy lapses and improving premium collection 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 delivers autonomous AI agents purpose-built for insurance workflows combining speed, compliance, and multilingual capability to maximise every premium collection opportunity.
100% compliance monitoring ensures every follow-up interaction adheres to IRDAI, GDPR, and internal audit protocols keeping your operations safe and audit-ready.
Supports 100+ global languages including 12+ Indian languages so your agents connect with policyholders across India in their native tongue for higher engagement.
Pre-built insurance follow-up templates mean your AI agent is deployed and running in under 45 minutes no lengthy setup, no coding, no delays.
UnleashX agents deliver 2.5x lead conversion rates and 57% faster customer follow-ups, turning pending premium reminders into confirmed payments at scale.
Autonomous AI employees purpose-built to handle your most critical workflows.
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 integrates directly with your CRM, policy management system, or database via APIs. It automatically identifies policyholders with upcoming or overdue premiums, prioritises high-lapse-risk cases, and triggers follow-up workflows without any manual intervention. Updates are synced back in real time after every interaction.
Talk to our experts for a free consultation and live demo tailored to your team.
UnleashX AI Agents serve insurance teams across India and globally, operating 24/7 without geographic limits.
Our AI Agents are deployable globally, reach out to confirm coverage for your market.
Fully aligned with India's insurance regulatory standards.
Meets global data privacy and protection standards.
Enterprise-grade reliability for mission-critical workflows.
Globally recognized standards for data protection, privacy, and risk management.
Fill in your details and our team will set up a personalised demo showing exactly how the AI Agent handles premium follow-ups for your policyholder base. Go live in 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.