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Applications stall on missing documents and renewals lapse because nobody called. An AI agent explains products from your approved material, qualifies, collects KYC and application documents securely, chases what is missing, reminds on renewals and EMIs, and leaves every piece of advice to a licensed person.
Insurance agencies, loan distributors, advisors and accounting firms use AI agents to answer product and process questions from approved material, qualify enquiries, collect KYC and application documents through secure links, track and chase missing items, send renewal, premium and EMI reminders, update clients on application status, and route anything that constitutes advice, underwriting or a complaint to a licensed person.
Every agent starts on a defined event, does one job from your own data and systems, and passes the conversation to a person at a defined point. That is what makes it safe to put in front of customers.
Explains products from approved brochures, asks eligibility and need questions, and books the call with the right advisor or agent.
Sends the checklist for the product, provides secure upload links, checks completeness and legibility, chases politely, and tells operations when the file is ready.
Reminds on premium due dates, EMIs and policy renewals with the payment link, answers "what happens if I miss it" from your policy wording, and confirms receipt.
Tells applicants where their application, claim or refund stands from your systems and what the next step is.
Captures the incident, documents and contact details for a claim, sends the checklist and sets expectations on timelines from your process.
An illustrative scenario, not a client result; numbers are typical of the size of business described.
Running costs shown monthly. Every project starts with a written scope and a fixed price.
Yes, when the agent is limited to information, administration and reminders with a licensed person for advice, and when every statement traces to approved material. We design that boundary with your compliance owner and log everything for audit.
It collects them through secure upload links into storage you control, checks completeness and legibility, and chases what is missing. Verification stays with your operations team.
No. It explains, qualifies and books the human conversation. Any recommendation, comparison of suitability or projection is handed to a licensed advisor.
A WhatsApp enquiry, document and reminder agent starts around $1,500 one-time; integration with your policy or loan system, a voice line and claims intake is typically $4,000; multi-product distributors with compliance dashboards are $9,000 and up.
Your compliance team supplies the approved brochures, disclaimers and prohibited statements; the agent quotes only from them, adds disclaimers where you specify, and refuses to paraphrase beyond the source.
Intake agent · Consultation scheduler
Tier-1 resolver · Triage and routing agent
Inbound responder · Meeting booker
Conversational sales agent · Support agent
The hub: what agents do, how we build, what it costs.
A 30-minute discovery call, a written scope, and a fixed price. You keep the scope either way.