The conversation
I’m looking for vehicle insurance. What information do you need?
KAVYA
Let’s record your vehicle details and the questions you want an advisor to address.
Conversation → structured context
Hire Kavya.
Turn policy enquiries into qualified opportunities.
Kavya is UnleashX’s Insurance Sales Agent. Kavya autonomously qualifies insurance enquiries, answers approved product questions, captures customer requirements and routes sales-ready leads with their context. Routine actions run within your configured knowledge, permissions and business rules; exceptions and decisions outside that authority go to your team with context.
Autonomous execution within your rules. Human handoff when required, not at every step.
100+ system integrations · SOC 2 and ISO 27001 · Information security standards
KAVYA AT WORK
From insurance enquiry to a qualified sales handoff.
Kavya autonomously qualifies insurance enquiries, answers approved product questions, captures customer requirements and routes sales-ready leads with their context. Switch to an exception to see when, and why, your team steps in.
CUSTOMER REQUEST
Kavya
Capture vehicle and enquiry details
Autonomous · within your rules
CRM + product knowledge
People join only when needed
Insurance enquiry
- Interest · vehicle policy
- Vehicle · details collected
- Questions · recorded for advisor
SYSTEM ACTION
Capture vehicle and enquiry details
Awaiting workflow steps
Step 1 of 4 · Qualify
Example sequence only. Channels, integrations and permitted actions are configured and validated for your deployment.
SELF-SERVICE SETUP
You configure Kavya.
Kavya gets to work.
Sign up and make this pre-built role your own. Prepare your approved knowledge, business rules, system access and escalation owner before launch.
ROLE CONFIGURATION
Define the job
YOUR ROLE BRIEF
- Starts with
- An eligible new-policy enquiry
- Works toward
- A qualified enquiry with an assigned sales owner
- First responsibility
- Identify the enquiry
- Human authority
- Suitability advice, underwriting and binding cover
A defined scope for Kavya to work within.
Sign up
Create your account, then configure your employee in UnleashX. This preview does not save settings or connect systems.
THE JOB TO BE DONE
A clear responsibility.
A verifiable outcome.
Hire Kavya to own the routine work, not just recommend the next step. Kavya qualifies insurance enquiries, answers approved product questions, captures customer requirements and routes sales-ready leads with their context, without step-by-step supervision. Your team sets the rules and handles suitability advice, underwriting and binding cover.
Role ownership: Priya owns existing-policy renewals; licensed teams own advice and exceptions.
Work Kavya executes autonomously
- Identify the enquiry
- Gather approved information
- Explain product information
- Coordinate sales follow-up
- Record the status
Your team handles the exceptions
Suitability advice, underwriting and binding cover stay with authorized people in the scope described here.
- Use approved knowledge instead of guessing an answer.
- Separate customer intent from a confirmed system result.
- Assign unresolved work to a named team.
- Test policy changes before expanding responsibility.
Define Kavya’s knowledge, system permissions and business rules before launch. Kavya executes within that scope autonomously. The examples illustrate the workflow; they are not measured customer results.
FROM REQUEST TO RECORDED RESULT
How Kavya executes the work.
Starting with an eligible new-policy enquiry, Kavya runs these steps autonomously within your configured permissions and business rules. Routine work does not wait for manual approval. Exceptions and unverified outcomes follow the agreed recovery or human-handoff path.
- 01
Identify the enquiry
Confirm the product of interest and the customer’s stated reason for contacting you.
- Information needed
- Enquiry source, contact preferences and product catalog.
- What moves forward
- A correctly categorized enquiry.
- 02
Gather approved information
Ask only the reviewed qualification questions and preserve uncertainty in the record.
- Information needed
- Approved question set and customer answers.
- What moves forward
- A structured needs summary without unsupported conclusions.
- 03
Explain product information
Use current approved descriptions and limitations; route advice questions to an authorized person.
- Information needed
- Versioned product knowledge and escalation rules.
- What moves forward
- An answered factual question or an adviser task.
- 04
Coordinate sales follow-up
Assign the enquiry to the right team and confirm any meeting or callback.
- Information needed
- Qualification record, routing rules and availability.
- What moves forward
- A verified follow-up with useful context.
- 05
Record the status
Update the CRM with interest, outstanding questions and next owner.
- Information needed
- Conversation and scheduling outcome.
- What moves forward
- A traceable sales handoff, not an assumed sale.
HUMAN HANDOFF
When an exception needs a person, send the full context.
A handoff should explain the request, completed steps and unresolved decision. Do not make customers repeat information already captured, or leave a failed operation without an owner.
- Customer and source-record references
- The customer’s stated request or concern
- Completed actions and verified results
- Unresolved questions and exception reason
- Relevant knowledge or policy version
- Assigned team and the next decision needed
DESIGN THE DIFFICULT CASES
Exceptions need a path, not a success message.
Use these role-specific cases when reviewing the workflow with business and technical owners. The expected behavior must be agreed before a pilot, not inferred after something fails.
Customer asks which policy is best
Route the advice request without making a suitability recommendation.
Review: Adviser task and original question.Requested cover is outside the catalog
Capture the requirement and escalate rather than improvising a product.
Review: Unresolved need and owner.Customer withdraws interest
Record the preference and suppress applicable follow-up.
Review: CRM and sequence state.SYSTEMS & PERMISSIONS
Connect the work to the source of truth.
Agree the exact records, fields and operations needed for Kavya’s role. Reading context and changing a record are different permissions. The categories below are the requirements map for this role. Scoping confirms the exact reads and writes against your systems.
| System category | Workflow use | Review before connecting |
|---|---|---|
| Product knowledge | Read current approved policy descriptions. | Version control and document ownership. |
| CRM | Store enquiry details and route follow-up. | Field permissions and duplicate matching. |
| Scheduling | Arrange authorized calls or meetings. | Confirmed availability and owner assignment. |
Bring system names, versions, API documentation and test-environment access. Review identity matching, retention, network boundaries, credential ownership and how an ambiguous write is reconciled.
Explore integration requirementsPILOT EVIDENCE
Measure the result.
Inspect the failures.
Choose an eligible cohort and record the current baseline. Keep successful conversations, verified outcomes and unresolved exceptions separate. Define a review sample that includes normal cases as well as failed tools and difficult customer requests.
Enquiry completeness
Reviewed enquiries containing the required qualification fields.
Factual answer quality
Answers supported by current approved product material.
Handoff usefulness
Sales owners receiving the customer’s stated needs and open questions.
| Test case | Expected behavior | Evidence to inspect |
|---|---|---|
| Customer asks which policy is best | Route the advice request without making a suitability recommendation. | Adviser task and original question. |
| Requested cover is outside the catalog | Capture the requirement and escalate rather than improvising a product. | Unresolved need and owner. |
| Customer withdraws interest | Record the preference and suppress applicable follow-up. | CRM and sequence state. |
Agree thresholds before testing, then measure verified outcomes, action accuracy and time saved against your baseline.
Review the evaluation approachIMPLEMENTATION GATES
Prepare the workflow before production.
Pre-built means the role is a starting point. It runs alongside knowledge review, integration mapping and your organization’s release decision.
Scope
Define eligible cases around this trigger: an eligible new-policy enquiry. Agree what counts as a qualified enquiry with an assigned sales owner and which requests are excluded.
Output: approved role brief and named business owner.Connect
Map required fields and approved knowledge to the systems listed above. Separate read permissions from writes, test identity matching and document failure recovery.
Output: reviewed access and data-flow map.Evaluate
Exercise the normal journey and the exception cases on this page. Inspect responses, system actions and final records together, with a reviewer for unresolved results.
Output: acceptance record and documented open issues.Release
Start with limited traffic, monitoring ownership and stop conditions. Review the first outcomes before expanding scope; keep a way to pause work and return it to people.
Output: rollout, support and recovery plan.Estimate the timeline from actual dependencies. Confirm privacy, contact requirements and decision authority with the relevant internal owners. Deployment design is not a substitute for their review.
BUYER GUIDANCE
Choose the right level of responsibility.
Hire Kavya to own the routine work, not just recommend the next step. Kavya qualifies insurance enquiries, answers approved product questions, captures customer requirements and routes sales-ready leads with their context, without step-by-step supervision. Your team sets the rules and handles suitability advice, underwriting and binding cover.
Use simpler automation when…
The input is structured, the action is fixed and there is no ambiguity to clarify. A form, notification or rule-based workflow can be the appropriate tool. Do not add a conversational role solely to perform a deterministic system update.
Consider Kavya when…
You want routine work executed end to end, without supervising each action. Keep the outcome explicit: a qualified enquiry with an assigned sales owner. Validate that the configured role can meet that outcome under your constraints.
Keep a human in charge when…
The case requires suitability advice, underwriting and binding cover. The AI employee can prepare information and route the request without assuming decision authority.
Build a custom workforce when…
The job spans several distinct responsibilities or the pre-built brief does not fit. Define separate roles only where the coordination adds value, and give each handoff a clear owner.
Explore the custom pathBUYER & IMPLEMENTATION QUESTIONS
What to know before hiring Kavya.
Does Kavya need human approval at every step?
No. Once knowledge, system access and business rules are configured, Kavya autonomously qualifies insurance enquiries, answers approved product questions, captures customer requirements and routes sales-ready leads with their context. Human handoff is required for suitability advice, underwriting and binding cover, or an unresolved case outside the configured rules. The handoff includes the request, completed actions and the decision needed.
Does Kavya sell or bind insurance independently?
The described role qualifies enquiries and coordinates sales follow-up. Binding cover, underwriting and advice are outside this page’s scope.
How do we keep answers current?
Assign an owner for approved product knowledge, retire outdated material and evaluate common questions after product changes.
What counts as a qualified lead?
Agree explicit criteria before the pilot. A completed conversation or interested customer alone should not automatically count as a qualified opportunity.
What does Kavya do?
Kavya autonomously qualifies insurance enquiries, answers approved product questions, captures customer requirements and routes sales-ready leads with their context. Routine actions run within your configured knowledge, permissions and business rules; exceptions and decisions outside that authority go to your team with context. The workflow starts with an eligible new-policy enquiry and is designed around this outcome: a qualified enquiry with an assigned sales owner. Agree the actual configuration and supported actions before release.
Can I set up Kavya myself?
Yes. Sign up for UnleashX and configure Kavya yourself. Prepare your approved knowledge, business rules, system access and exception owners. Test the configured workflow before using live traffic; supported connections and actions depend on your setup.
Can we customize Kavya for our business?
Use the role as a starting brief. Define your knowledge sources, required fields, permitted actions and escalation paths. Keep suitability advice, underwriting and binding cover outside automatic authority unless a separately reviewed workflow explicitly defines the relevant permissions.
Are the listed integrations available out of the box?
Connector availability depends on your systems and required operations. Confirm your vendors, versions, API operations and network requirements with the integration team. Document read and write access separately and test system failures before production.
How long will deployment take?
Estimate the schedule after reviewing scope, data readiness, integration access and approval requirements. Agree milestone owners and dependencies. Configuration, security review and evaluation are part of every deployment.
What happens when a system fails?
Define bounded retries, result reconciliation and human recovery for every write. A timeout can leave the outcome uncertain: inspect the destination record before retrying an action that could create a duplicate. Keep unresolved work visible with an owner.
How do we measure the employee’s impact?
Agree the workflow’s baseline, eligible cases and measurement period. Track verified completion, unresolved work, human review and operating cost using your source records.
BEFORE YOU HIRE KAVYA
Make the scope clear before you start.
A pre-built role gives you a defined starting point. Configure the knowledge, supported connections and authority for your business before sending live work.
What should Kavya finish?
A qualified enquiry with an assigned sales owner.
Agree which cases qualify and which source record confirms completion.
Explore insurance journeysWhat stays with your team?
Suitability advice, underwriting and binding cover.
Name the decision owner and define the information they receive. Choose a custom workforce if the job needs additional responsibilities.
Compare a custom workforce| System category | Work to support | Check before connecting |
|---|---|---|
| Product knowledge | Read current approved policy descriptions. | Version control and document ownership. |
| CRM | Store enquiry details and route follow-up. | Field permissions and duplicate matching. |
| Scheduling | Arrange authorized calls or meetings. | Confirmed availability and owner assignment. |
Self-service or implementation help?
Sign up to configure Kavya. Prepare these inputs: Enquiry source, contact preferences and product catalog. Confirm connector support, credentials and permissions before testing. Custom APIs, private-network access and complex approval routing need a separately agreed implementation scope.
Check your connectionsHow should you budget?
Estimate eligible case volume, channel usage, exception handling and the system operations above. Separate platform access, usage, third-party services and implementation charges. Use the same scope when comparing quotes.
Review cost componentsMoving this work from another tool?
Map open cases, completed actions, contact preferences and current owners before the switch. Test a limited cohort against your existing records. Reconcile the result before disabling the old workflow, and prevent both systems from acting on the same case.
Include this handoff test: Customer asks which policy is best. Route the advice request without making a suitability recommendation.
Plan acceptance and recovery testsMake Kavya part of
your workflow.
Configure Kavya’s knowledge, connect your supported systems and test the journey. You decide the scope before live work begins.
Sign up
CUSTOMER REVIEWS ON G2
From conversations to completed work.
4.9/ 5
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