Lenders and insurers answer the same service requests every day: EMI dates, outstanding balance, renewal due, claim status, missing documents. Build an AI agent that handles these on WhatsApp, voice and web chat after verifying the customer, and routes disputes, complaints and advice requests to your team.
Integrates with the tools you already use
Lending and insurance workflows with a defined answer and a clear escalation path
Next EMI date, amount due and outstanding balance, read from your loan system after the customer is verified. Payment links can be shared if your system generates them.
The agent contacts policyholders before the renewal date, explains what is due, and shares the renewal link or connects them to an advisor.
Policyholders check where their claim is, which documents are pending and what happens next, without waiting on a call queue.
The agent asks for missing KYC or claim documents, accepts uploads on WhatsApp, and checks that the right document type was sent before passing it on.
Account-specific answers are given only after the customer passes the verification step you define, such as an OTP or registered-number match.
Disputes, grievances, mis-selling concerns and any request for financial advice are routed to the right team with the conversation logged.
Built with your operations and compliance teams in the room
Illustrative examples with sample values. Wording and disclaimers are set by your team.
Renewal reminder for a motor policy
Illustrative example
Hello, this is a reminder that your motor insurance policy ending in 4417 is due for renewal on 28 October. Would you like the renewal link?
Yes please. Will the premium be the same?
The renewal premium is shown on the link before you pay. If you would like to discuss add-ons or the premium with an advisor, I can arrange a call.
Agent does not quote or advise on premium changes
Just send the link
Sent. Your policy number and vehicle details are pre-filled.
Renewal link delivered
Renewal link shared before due date
Disputed charge
Illustrative example
Why was a bounce charge added? I paid on time
I understand. Charge disputes are reviewed by our service team. I have logged your request with your loan account and payment date, and you will receive a reference number here.
Dispute logged and routed to service team
Start free, scale as you grow. No per-message fees, no hidden costs.
Tell us which requests fill your call centre and we will scope an agent with the verification and escalation rules you need.
Every business is unique. Let's discuss your specific needs and create a pricing plan that works for you.
Custom pricing based on your needs
No hidden fees or surprises
Flexible payment options
Volume discounts available
Free consultation & demo
30-day money-back guarantee
Our team will get back to you within 24 hours with a personalized pricing proposal
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