Sales and quotation

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Brokers and agents

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Policy management and renewals

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Claims management

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Invoicing

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Sales, Quotation, Client servicing

• Predictive Lead Scoring

• Straight-Through Processing (STP)

• Smart Cross-Selling & Retention

  • AI Recommends Relevant Add-Ons

  • Renewal & Churn Prediction

• Automated Follow-Ups

• 80% faster approvals than competitors

• 35% larger average policy size from smart bundling

• Zero underwriting labor for standard risks

  Our AI solutions automate underwriting while making every chatbot conversation a revenue driver. Let’s discuss your customized demo.

  (Bonus: Include a "See AI Underwriting in Action" clickable demo widget here)

Buying insurance is generally an unpleasant but necesary undertaking. the only thing we can do is make things easier, faster and a smoother journey for the customer. Out Chatbot solution will help you achieve:

Brokers and agents

• Lead Generation & Customer Acquisition

• Personalized Policy Recommendations

• Claims Assistance & Advocacy

• Automated Administrative Tasks

• Competitive Market Intelligence

Buying insurance is generally an unpleasant but necesary undertaking. the only thing we can do is make things easier, faster and a smoother journey for the customer.

Records & analyzes agent-client calls to suggest better pitches, objection handling, and compliance checks.

AI-Powered Sales Coaching

👉 "You missed 3 chances to discuss critical illness riders in that call. Here’s how to bring it up naturally."

Understanding what the market is doing?

👉 "Alert: Bajaj Allianz just reduced their term plan premiums by 12%. Should we counter with our loyalty discount?"

👉 "Alert: Client Aditya’s bike insurance is up for renewal, but PolicyBazaar just sent him a cheaper quote. Counter now!"

✔ Sell more (AI finds hidden opportunities)

✔ Work less (automate grunt work)

✔ Earn more (higher conversions + retention)

Policy management, Retention and Renewal

• Automated Policy Issuance & Underwriting

• Intelligent Policy Recommendations & Personalization

• Real-Time Policy Adjustments & Endorsements

• AI-Driven Customer Retention & Renewals

• AI tracks policy renewals, life events (marriage, new car), and market trends to suggest timely upsells.

• AI predicts lapse risks (missed payments, competitor quotes) and triggers retention scripts.

• based on policy management data, enable predictionn of churn

Never Lose Track of a Client

Automated Document Processing

AI extracts data from PDFs, emails, and handwritten forms (like KYC, claims, renewals) and updates CRM records instantly.

No manual entry → fewer errors → happier clients.

Smart Policy Tracking

AI monitors renewal dates, claim histories, and coverage gaps across all clients.

Flags underinsured policies (e.g., "Client’s home value increased—coverage needs adjustment").

Claims

• Automated Claims Intake & Processing

• Faster Claims Triage & Prioritization

• AI-driven Decision Engines

• Streamlined Settlements & Payouts

Invoicing

• Automated invoicing