Policy renewalsPriya
Follow up on renewal intent and route changes that need approval.
Hire PriyaVoice agents for insurance
Voice AI for the moments that matter to policyholders.
Renewal follow-up, claims intake and policy sales conversations, each recorded in your policy systems.
Conversation and execution
A renewal needs a verified outcome.
Follow the renewal from outreach to confirmed system updates, with human review for decisions outside the employee’s authority.
Workflow step 1 of 4
Identify
Retrieve the permitted renewal record and check whether the policyholder is eligible for outreach.
Start with a responsibility
One capability. Three policyholder journeys.
Policy renewals
Claims intakeAisha
Gather claim details and documents for the claims team to review.
Hire Aisha
New policy salesKavya
Clarify a prospect's needs and prepare the next conversation with an advisor.
Hire KavyaPre-built does not mean unrestricted. Agree the knowledge, contact rules, permitted actions and escalation owner before enabling production work.
INSIDE THE BUILDER
Configure your voice employee.
Define the instructions, shape the conversation and connect the actions behind it. Explore voice settings, role guidance and handoff configuration.
Shape how the employee speaks.
The voice, tone and response-style controls sit together, so the conversation can be configured around the role.
Production readiness
Test more than the conversation.
System access
Map policy, CRM and document-system access. Demonstrate exactly which records the employee can read or update, and how an uncertain update is handled.
Decision boundaries
Keep claim decisions, underwriting exceptions and coverage changes with the authorised owner unless a separately approved process explicitly permits the action.
Evaluation
Use representative accents, interruptions and incomplete requests. Inspect task completion, incorrect confirmations and the quality of context sent to a person.
Before you get started
Can the employee transfer work to a person?
Define the transfer, callback or case-assignment path during configuration. Include the reason, relevant records and unresolved decision so the person can continue the work.
How do we choose languages and voices?
Confirm the supported setup for your deployment and test it with representative callers, names and domain vocabulary. Availability alone is not a measure of call quality.
Will it replace our existing systems?
The starting point is your current system of record. Confirm required integration actions during scoping rather than assuming every operation is available.
How long does implementation take?
Timing depends on access, integration work, agreed scope and evaluation. Use a limited pilot with acceptance criteria before increasing volume.
Plan a demo
Bring one real call journey.
Share the outcome you want, the systems involved and the exceptions your team handles today. We can use those details to scope a useful demonstration.
Explore existing agent demosBook a tailored demo
CUSTOMER REVIEWS ON G2
From conversations to completed work.
4.9/ 5
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