Multi-Channel Renewal Campaigns
Autonomously runs coordinated renewal outreach across phone calls, WhatsApp, and SMS ensuring every policyholder receives timely, personalised reminders before their premium due date.
Policy lapses cost insurance companies millions in lost premiums every year. UnleashX's Policy Renewal Automation AI Agent runs intelligent, multi-touch renewal campaigns across phone, WhatsApp, and SMS sending timely reminders, answering policyholder queries, and preventing lapses before they happen. Built for India's insurance market with full IRDAI compliance and bilingual English-Hindi support.
Comprehensive AI-driven renewal solutions designed to boost retention, prevent lapses, and maximize on-time premium collections.
Autonomously runs coordinated renewal outreach across phone calls, WhatsApp, and SMS ensuring every policyholder receives timely, personalised reminders before their premium due date.
Sends intelligent, scheduled premium-due alerts to policyholders at the right moment, reducing missed payments and dramatically cutting policy lapse rates across your entire portfolio.
Handles policyholder questions about coverage, premium amounts, and renewal terms instantly via voice and chat in both English and Hindi without requiring human agent intervention.
Proactively identifies at-risk policies and deploys targeted nudge sequences to re-engage policyholders before lapse windows close, protecting your renewal book and retention metrics.
Runs outbound campaigns for life, health, and motor insurance; qualifies leads; assesses customer needs; shares plan options; and generates instant quotes to boost new policy conversions.
Guides policyholders through every step of the claims process, explains required documents, collects uploads via WhatsApp, and shares real-time claim status updates to improve customer confidence.
India's insurance sector faces relentless pressure on retention with policyholders spread across metros, tier-2 cities, and rural markets who expect timely, relevant communication in their own language. UnleashX's Policy Renewal Automation AI Agent operates 24/7 to run smart, multi-touch renewal campaigns, answer queries instantly in English and Hindi, and prevent lapses with precision nudges all while maintaining 100% IRDAI compliance so your team stays audit-ready without lifting a finger.
See how insurance companies are boosting retention and cutting lapse rates with UnleashX's AI renewal agent.
"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 reminder bots delivering a fully autonomous AI agent that thinks, communicates, and executes across every renewal touchpoint.
100% compliance monitoring built-in, ensuring every renewal interaction meets IRDAI and GDPR audit protocols without manual oversight.
Engages policyholders in English and Hindi across India's diverse markets from Mumbai to Tier-2 cities with 98% human-like conversation accuracy.
Production-ready renewal agent goes live in just 45 minutes using pre-built templates, so your retention campaigns start faster than any traditional setup.
Replace high-volume manual renewal calling teams with autonomous AI, reducing operational costs by 40% while improving campaign efficiency and follow-up speed.
Autonomous AI employees built to handle insurance renewals end-to-end.
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 agent proactively identifies policies approaching their renewal date and deploys a multi-touch outreach sequence across phone, WhatsApp, and SMS. It sends timely premium-due reminders, answers policyholder questions in real time, and escalates unresponsive cases to human agents all autonomously before the lapse window closes.
Talk to an UnleashX specialist for a personalised demo tailored to your insurance renewal workflows.
UnleashX's Policy Renewal AI Agent is deployed by insurance companies across India and global markets.
Whether you operate across India or internationally, our agent is ready to go live in 45 minutes.
Full adherence to India's insurance regulatory authority standards.
Meets global data privacy and protection requirements.
Enterprise-grade reliability guarantee across all AI workflows.
Globally recognized standards for data protection, privacy, and risk management.
Tell us about your renewal challenges and we'll show you exactly how the UnleashX AI Agent can reduce lapses, cut costs, and improve retention with a live demo configured for your use case.
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.