Insurance voice AI
Handle policy servicing, renewals, and first-notice-of-loss intake — escalating claims judgment to humans.
Insurers watch premiums lapse and fresh leads cool whenever follow-up depends on manual calling. Inbotiq nudges policyholders before renewal dates, works new enquiries while intent is high, and answers coverage questions — keeping the book active and freeing advisors for the conversations that convert.
The challenge
Renewals lapse and claims stall in phone queues
Renewals lapse quietly and fresh leads cool the moment follow-up slips, but advisors can't manually chase every policyholder and prospect. Every lapse is lost premium and every ignored lead is wasted acquisition spend.
Renewals quietly lapse
Policies expire because no one called in time — and a lapsed customer is far harder to win back.
Claims stall in back-and-forth
First-notice-of-loss drags across calls and missing details, leaving anxious claimants waiting.
Prospects go cold after a quote
Quotes go unanswered and un-chased, and warm buyers drift to whoever follows up first.
The solution
A voice agent that renews, guides & reassures
Inbotiq calls policyholders before renewals lapse, walks claimants through first-notice steps, and follows up on quotes — patiently, in the customer's language, around the clock.
Proactive, always-on outreach
Reaches every policyholder and prospect on time, at the scale a human team never could.
Handles sensitive details safely
Verifies the customer and captures claim details securely, with a complete audit trail.
Hands complex claims to agents
Escalates disputes and high-value claims to the right specialist with everything captured.
How it works
From reminder to renewed policy
Every policyholder call, handled with patience — reached, understood, captured, and escalated only when expertise is needed.
Reach out before it lapses
The agent calls ahead of renewals and follows up on open quotes, so no policy or prospect slips through.
Capabilities
Everything the agent handles for you
Purpose-built for how insurance teams actually work — from first response to a resolved outcome.
Snapshot
See every call in one live dashboard
Track pickups, missed calls, hang-ups, timeouts, and success rate for every automated outreach — scoped to your organisation and refreshed as calls complete.
Vaanee Control Center
Turn your Google Sheet into a live feed using our call workflow. Configure it once and let Vaanee handle thousands of outbound calls automatically.
Performance Dashboard
Monitor pickup trends, latency, and error rates for every automated outreach. Data is scoped to your organization and refreshes as new calls complete.
Last updated 5 Jul 2026, 6:56 PM
281
Calls initiated by Caller AI
244
Responses captured
37
Missed calls
216
Caller cancelled
0
Exceeded response window
99.9%
Server supplied conversion rate
Last 7 Days Usage
Daily call volume completed by Caller AI.
Benefits
Built for Insurance teams
More conversations captured, more work automated, and more time back for the people who move the business forward.
Lapse prevention
Contacts policyholders ahead of renewal and after a missed premium to keep cover in force.
Warm pipeline
Screens fresh enquiries for fit and books advisor callbacks with the details noted.
Coverage answers
Explains policy terms, claim status, and next steps without an advisor on the line.
Integrations & automation
Fits the stack your team already runs on
Connect your systems in minutes — then let the agent automate the follow-up, scheduling, and reporting in the background.
Policy admin & CRM
Connect your policy and CRM systems so the agent knows every customer's coverage and renewal date.
Renewal automation
Automated, well-timed renewal calls and reminders that lift retention.
Claims intake
Structured first-notice capture that feeds your claims workflow instantly.
Retention analytics
Track renewal, recovery, and claim-intake outcomes across the book.
Outcomes
What proactive outreach delivers
Indicative of what insurers see when renewals are chased and claims are captured automatically.
Frequently asked questions
Can it remind customers about renewals?
It reaches policyholders ahead of renewal and after a missed premium, explains the options, and helps them keep cover active.
Does it qualify new insurance leads?
Yes. It screens fresh enquiries for fit and books advisor callbacks with the details captured for your team.
Can it answer coverage and claim questions?
It explains policy terms, claim status, and next steps in plain language, escalating complex cases to an advisor.
Can it handle claims questions?
It answers claim-status and next-step questions and routes anything requiring an assessor to your team with the details captured.
Does it work for both new business and renewals?
Yes. It qualifies fresh leads and protects renewals within the same platform, using the right script for each.
Renew more policies, resolve more claims
Launch an Inbotiq voice agent for your book — renewing, guiding, and following up, 24/7.