Outbound Lead Qualification
Peter autonomously contacts prospects via calls, chat, and email, asks discovery questions, assesses coverage needs, and segments leads by readiness ensuring your sales team focuses only on high-intent opportunities.
Supercharge your life insurance outbound campaigns with Peter, UnleashX's autonomous Sales AI Employee. Operating 24/7 across calls, chat, and email, Peter qualifies leads, shares personalized plan options, generates instant quotes, and nurtures prospects all the way to policy conversion without missing a single follow-up or opportunity.
End-to-end AI-powered outbound solutions built to qualify, nurture, and convert life insurance prospects at scale.
Peter autonomously contacts prospects via calls, chat, and email, asks discovery questions, assesses coverage needs, and segments leads by readiness ensuring your sales team focuses only on high-intent opportunities.
Delivers personalised life insurance plan options and instant quotes during live conversations, reducing drop-off and accelerating the decision-making process for every prospect.
Runs structured outbound follow-up sequences across phone, WhatsApp, SMS, and email automatically nudging warm leads with timely reminders until they convert to a policy.
Autonomously updates CRM records, logs every interaction, and triggers next-step workflows keeping your pipeline clean and your team informed without any manual data entry.
Proactively contacts existing policyholders ahead of renewal dates across multiple channels, answers queries, prevents lapses, and drives on-time renewals with zero human intervention required.
Every outbound interaction is governed by 100% compliance monitoring aligned with IRDAI and GDPR protocols, ensuring your campaigns meet regulatory standards across every touchpoint.
Upload your prospect list or connect your CRM directly to the UnleashX platform. Peter ingests contact data, segments leads by profile and priority, and is ready to deploy in as little as 45 minutes, no lengthy onboarding required.
See how insurance teams are using Peter to multiply conversions and eliminate manual outreach bottlenecks.
"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 a voice bot, Peter is a fully autonomous AI Employee built specifically for the demands of insurance sales outreach.
Peter consistently delivers 2.5x lead conversion rates, turning cold prospect lists into active policy applications through intelligent, persistent outreach.
Every outbound campaign runs with 100% compliance monitoring aligned to IRDAI and GDPR protocols keeping your insurance sales operations fully audit-ready.
Go live in under 45 minutes with pre-built insurance campaign templates, seamlessly connecting to your existing CRM and workflows across India and global markets.
Peter never stops working operating round the clock with 99% uptime and less than 700ms latency to ensure no lead goes cold and no follow-up is missed.
Autonomous AI employees ready to work your pipeline from day one.
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.
Peter is an autonomous AI employee that runs your entire outbound life insurance sales process. He contacts prospects via calls, WhatsApp, SMS, and email; qualifies leads through structured discovery conversations; shares personalised plan options and instant quotes; executes multi-touch follow-up sequences; and autonomously updates your CRM operating continuously without human intervention until every lead converts or is marked inactive.
Talk to our team and get a live demo of Peter running your outbound insurance campaign.
UnleashX deploys AI employees for insurance outbound campaigns across India and global markets with zero geographic limitations.
Global + India
Service Reach
24/7 Uptime
Availability
100+ Languages
Languages Supported
Peter can be deployed for your region in under 45 minutes wherever your prospects are.
Full adherence to Indian insurance regulatory authority standards.
Data privacy and protection standards met across all global operations.
Enterprise-grade reliability for uninterrupted outbound campaign operations.
Globally recognized standards for data protection, privacy, and risk management.
Fill in your details below and our team will set up a personalised demo showing Peter in action on a real outbound insurance campaign live and running in under 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.