AI Automation for Insurance Companies and Agents in India
From lead qualification to policy renewal — automate your insurance sales funnel and customer service with AI built for India's insurance distribution landscape.
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Lead Qualification Bot
WhatsApp bot collects age, income, existing coverage, and insurance need — qualifies leads and routes hot prospects to agents with full context. 3x more qualified leads per agent.
Policy Renewal Automation
Automated renewal reminder sequences starting 60 days before expiry — WhatsApp messages, payment links, easy renewal flows. Increase renewal rates from 65% to 85%+ without agent calls.
Claim Status Update Bot
Customers WhatsApp their claim number for instant status updates — no hold music, no call centres. Reduce inbound claim enquiry call volume by 70%.
Agent Productivity System
Automate agent follow-up reminders, prospect warm-up sequences, product comparison sheets — so agents spend time selling, not organising. Agent productivity increases 40%+.
KYC Document Collection
Automate KYC document collection — AI requests Aadhaar, PAN, photos via WhatsApp, validates completeness, forwards to underwriting. Cut policy issuance time from days to hours.
Portfolio Analytics Dashboard
Real-time view of renewals due, lapsed policies, agent performance, product mix, premium income trends. Instant management reporting without manual data work.
Case Study: Insurance Broking Firm, Hyderabad (5,000+ Policies)
A Hyderabad broker managing 5,000+ retail policies had a 35% lapse rate due to no systematic follow-up. MNB Research deployed an automated renewal sequence and claim update bot. Renewal rate improved to 82%, inbound call volume dropped 65%, and the 3-person team now manages 8,000+ policies without adding headcount.
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