Policy Renewal Automation
Runs multi-touch renewal campaigns via WhatsApp, phone, and SMS. Sends premium-due reminders, answers renewal queries, and prevents policy lapses with timely nudges boosting retention and on-time payments.
Insurance renewals and claims shouldn't mean long hold times or missed follow-ups. UnleashX's WhatsApp AI Agent handles premium-due reminders, renewal nudges, document collection, and real-time claims status updates autonomously, 24/7. Built for the insurance industry with IRDAI-compliant workflows, bilingual support, and seamless integration into your existing CRM and operations stack.
End-to-end autonomous WhatsApp agents purpose-built for every critical insurance workflow.
Runs multi-touch renewal campaigns via WhatsApp, phone, and SMS. Sends premium-due reminders, answers renewal queries, and prevents policy lapses with timely nudges boosting retention and on-time payments.
Guides customers through every step of the claims process on WhatsApp. Explains required documents, collects uploads instantly, shares real-time claim status updates, and reduces processing time significantly.
Runs outbound WhatsApp campaigns for life, health, and motor insurance. Qualifies leads, assesses customer needs, shares plan options, generates instant quotes, and follows up with personalised nudges to close deals.
Calls and messages customers for vehicle insurance renewals, suggests tailored policies, upsells coverage upgrades, and follows up across WhatsApp, SMS, and email ensuring no renewal opportunity is missed.
Handles inbound insurance queries on WhatsApp around the clock in English and Hindi. Provides instant answers on coverage, premiums, and claim procedures without any human intervention or wait times.
Autonomously syncs every WhatsApp interaction renewals, claims updates, and lead data with your CRM and internal tools, ensuring zero data leakage and a complete audit trail for compliance.
India's insurance sector processes millions of renewals and claims every year, yet most insurers still rely on manual follow-ups that result in lapses, delayed settlements, and frustrated policyholders. UnleashX's WhatsApp AI Agent changes that entirely operating 24/7 with 98% human-like precision, IRDAI-compliant workflows, and bilingual support across English and Hindi to serve customers across metros and tier-2 cities alike. From sending a renewal reminder to collecting claim documents and pushing status updates, the agent handles the full lifecycle autonomously, integrating directly with your CRM in under 45 minutes.
See how insurance teams cut lapses, accelerate claims, and boost retention with WhatsApp AI.
"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 chatbot, it's a full-stack autonomous AI employee built specifically for the demands of the insurance industry.
Built with 100% compliance monitoring adhering to IRDAI, GDPR, and internal audit protocols for Indian insurers.
Go live in under 45 minutes with pre-built insurance agent templates no lengthy implementation cycles required.
Supports English, Hindi, and 10+ Indian vernaculars, enabling seamless customer engagement across pan-India operations.
Connects directly to your existing CRM, WhatsApp Business API, and 200+ tools with cross-system sync and 99% uptime.
Purpose-built AI employees that work tirelessly across every insurance touchpoint.
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 runs multi-touch renewal campaigns automatically sending WhatsApp messages, SMS, and call reminders at configured intervals before the policy due date. It answers customer queries about premium amounts, coverage details, and payment options, then confirms renewal completion and syncs the outcome directly to your CRM without any manual follow-up required.
Speak with our team for a live demo tailored to your insurance workflows.
UnleashX deploys WhatsApp AI Agents for insurance teams across India and globally, wherever policyholders are.
Our AI agents go live in 45 minutes, wherever your policyholders are located.
Fully compliant with India's insurance regulatory authority standards.
Adheres to global data privacy and protection regulations.
Enterprise-grade reliability with guaranteed round-the-clock availability.
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 agent handles renewals and claims for your specific insurance workflows live, 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.