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AI Agent for Video E-KYC for Insurance Policy Issuance

Streamline insurance policy issuance with UnleashX's AI-powered Video E-KYC agent designed to meet IRDAI compliance standards while eliminating manual verification bottlenecks. From identity capture to real-time document validation, our autonomous agent delivers a fully digital, fraud-resistant onboarding experience that converts applicants into policyholders faster than ever before.

AI agent conducting video E-KYC verification for insurance policy issuance

Our Video E-KYC & Insurance AI Services

End-to-end AI-powered agents that automate every step of insurance verification, onboarding, and policy issuance.

Video E-KYC Agent

Conducts IRDAI-compliant video KYC sessions autonomously captures live video, verifies identity documents, performs liveness detection, and records consent without any human agent involvement.

New Policy Sales & Lead Qualification

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.

Claims Initiation & Document Collection

Guides customers through every step of the claims process, explains required documents, collects uploads via WhatsApp, and shares claim status updates reducing processing time and improving customer confidence.

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, personalised nudges.

Agentic Workflow Orchestration

Provides an orchestration layer to automate end-to-end insurance workflows using agentic AI covering voice, video, chatbots, and RPA-style automation across your entire policy lifecycle.

AI Workforce Platform

Deploy autonomous AI employees across your insurance operations with 99% uptime, 100% compliance monitoring for IRDAI and GDPR, and integration with 200+ tools all deployable in under 45 minutes.

Step-by-step AI video KYC process for insurance policy issuance

How Our Video E-KYC Agent Issues Policies in Minutes

Step 1: Instant Applicant Identification
The AI agent initiates a secure video session with the insurance applicant, capturing their live image and cross-referencing it with submitted ID documents. Liveness detection ensures only genuine applicants proceed critical for IRDAI-mandated verification standards.
Step 2: Automated Document Verification
OCR and AI-powered validation instantly extract and verify data from Aadhaar, PAN, or other accepted identity proofs. The agent flags discrepancies in real time, eliminating manual review delays common in traditional insurance onboarding workflows across India.
Step 3: Consent Recording & Compliance Capture
The AI agent records the applicant's verbal and on-screen consent during the video session, generating a tamper-proof audit trail fully aligned with IRDAI Video-Based KYC guidelines and internal compliance protocols.
Step 4: Real-Time Risk Assessment & Underwriting Signal
Verified identity data is instantly synced with your CRM and underwriting systems via 200+ integrations. The agent triggers eligibility checks, pre-fills policy applications, and routes high-confidence cases for immediate issuance without human intervention.
Step 5: Policy Issuance & Welcome Communication
Upon successful verification, the agent autonomously issues the policy document, sends a personalised welcome message via WhatsApp, SMS, or email, and updates all downstream systems completing the entire journey in minutes, not days.
Trusted By Insurers

Success Stories

See how insurance companies are cutting onboarding time and boosting policy issuance 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.

Ajit Kadian

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 workflow sharper and more predictable.

Nitin Kalra

The UnleashX Difference

Why Choose UnleashX for Video E-KYC?

UnleashX delivers more than automation, we provide a compliance-ready, intelligent digital workforce built for the demands of modern insurance operations.

IRDAI Compliance

100% compliance monitoring ensures every Video E-KYC session meets IRDAI, GDPR, and internal audit protocols automatically.

98% Accuracy

Near-human precision across identity verification, document extraction, and liveness detection minimising errors and fraud risk.

45-Min Deployment

Go live in under 45 minutes using production-ready templates; no lengthy IT cycles or disruption to your existing insurance infrastructure.

Multilingual Reach

Supports 100+ languages and 12+ Indian languages including Hindi, Tamil, and Bangla serving applicants across every region of India.

Meet the UnleashX AI Team

Autonomous AI employees built to power your insurance workflows.

Peter, Sales AI Employee by UnleashX

Peter

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.

Sarah, Cart Abandonment AI Employee at UnleashX

Sarah

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.

James, HR Recruiter AI Employee at UnleashX

James

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.

Frequently Asked Questions

Can AI do insurance verification?
Yes. AI agents can fully automate insurance verification by conducting live video KYC sessions, extracting and validating identity documents using OCR, performing liveness detection to prevent fraud, and recording consent in compliance with IRDAI guidelines. UnleashX's AI agent handles this end-to-end without any human agent involvement, reducing verification time from days to minutes.
What is the best AI tool for insurance underwriting?
The most effective AI tools for insurance underwriting combine identity verification, real-time data extraction, CRM integration, and compliance monitoring in a single workflow. UnleashX's AI Workforce Platform does exactly this, it verifies applicants via Video E-KYC, syncs confirmed data with underwriting systems, and triggers eligibility assessments autonomously, enabling faster and more accurate policy decisions with 98% precision.
Is the Video E-KYC process compliant with IRDAI regulations?
Yes. UnleashX's Video E-KYC agent is built with 100% compliance monitoring aligned to IRDAI Video-Based KYC guidelines, GDPR, and internal audit protocols. Every session generates a tamper-proof audit trail including identity verification records, liveness checks, and recorded consent ensuring your policy issuance process meets all regulatory requirements without manual oversight.
How long does the AI-powered Video E-KYC process take?
The entire Video E-KYC and policy issuance journey from identity capture and document verification to consent recording and policy delivery is completed in minutes. UnleashX's agent operates with under 700ms latency and 99% uptime, eliminating the multi-day turnaround typical of manual or semi-automated KYC workflows in traditional insurance operations.
What identity documents does the AI agent support for verification?
The AI agent supports standard KYC-accepted identity proofs including Aadhaar, PAN card, passport, and driver's licence. OCR technology instantly extracts applicant data from these documents during the live video session, cross-references it with the applicant's face, and flags any discrepancies in real time ensuring accuracy before policy issuance proceeds.
Can the Video E-KYC agent handle applicants in regional Indian languages?
Yes. UnleashX's agent supports 100+ languages and 12+ Indian languages, including Hindi, Tamil, Bangla, and 10+ other Indian vernaculars. This ensures insurance applicants across every region of India can complete their Video E-KYC session comfortably in their preferred language, significantly improving completion rates and reducing drop-offs.
How quickly can the AI Video E-KYC agent be deployed for our insurance company?
UnleashX's production-ready AI agents can go live in as little as 45 minutes using pre-built insurance templates. There is no lengthy IT integration cycle, the platform connects to your existing CRMs, APIs, and policy management systems through 200+ supported integrations, allowing your team to start issuing policies through automated Video E-KYC almost immediately.
What happens if an applicant fails the Video E-KYC verification?
If an applicant fails liveness detection or document verification, the AI agent automatically flags the case, notifies the applicant of the specific issue via their preferred channel (WhatsApp, SMS, or email), and prompts them to retry or submit additional documentation. Human-in-loop escalation is also available, routing complex or flagged cases to a compliance officer for manual review.

Our Pan-India Service Coverage

UnleashX deploys AI-powered Video E-KYC agents for insurance companies across every Indian state.

Pan-India

Service Reach

24/7 Operations

Availability

100+ Languages

Languages Supported

Certified & Trusted

Awards and Recognition

IRDAI compliance certification badge for UnleashX Video E-KYC

IRDAI Compliance Ready

Fully aligned with IRDAI Video-Based KYC regulatory mandates.

GDPR compliance badge for UnleashX AI platform

GDPR Compliance

Data handling and processing meet GDPR privacy standards across India.

99% uptime reliability badge for UnleashX AI workforce platform

99% Uptime Guarantee

Enterprise-grade reliability ensuring uninterrupted policy issuance operations.

ISO 27000 information security certification badge for UnleashX AI employee platform

ISO 27000 Certified Security

ISO 27000-certified standards for data protection, privacy, and risk management.

Start Issuing Policies Faster with AI Video E-KYC

Fill in your details and our team will schedule a personalised demo of the Video E-KYC agent showing exactly how it fits your insurance onboarding workflow.

For immediate assistance, feel free to give us a direct call at +919911997433.

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