insurance
Solve the Top Challenges in Insurance Sales, Renewals, and CX with AI Agents
Missed callbacks, delayed renewals, and slow claims aren’t human shortcomings; they're workflow issues. Convin ensures high-intent conversations happen on time, improving conversions and persistence with the team you already have.
Convert Conversations Into Results.
100
%
Inbound/ Outbound Call Automation
40
%
Lower Manpower Requirement
50
%
Reduction in Errors & Inaccuracies
35
%
Improvement in renewal collection
40
%
Complaints
reduced
reduced
10
X
Jump
in Conversions
in Conversions
More Business Is Lost to Silence Than to Competition
40%
of inbound leads never get a follow-up.
Impact
Lost FYP and wasted acquisition cost.
1 in 3
renewal reminders go out too late.
Impact
Lapsed policies and lower persistence.
Barely 2%
Barely 2% of sales calls are reviewed.
Impact
Missed training and compliance risks.
60%
of claim-related calls still rely on manual checks.
Impact
Slower TATs, poor claim experience, and escalations.
Fragmented systems
(Voice / WhatsApp / CRM)
Impact
Broken customer journeys, missed context, and declining trust.
Eliminate gaps across sales and renewals with Convin AI Agents
AI Phone Call Agent
Most drop-offs happen before the first call.
Convin’s AI agent calls every new lead, renewal, and claim customer instantly and accurately.
Solves
Missed Callbacks
Late renewals
Manual Followups
Use Cases
Renewal reminders before the lapse date
Claim intimation and update calls
Reconnect with dropped or cold leads
Why It Matters
24×7 multilingual calling with policy context
Syncs with your CRM
Lifts FYP and persistency without extra manpower
Real-Time Agent Assist
Agents don’t need longer scripts, they need live help.
Convin’s Assist listens during calls and prompts the right response instantly.
Solves
Off-script selling
Missed upsells
Compliance slips
Use Cases
Handling “Already insured” objections
Cross-sell or rider prompts mid-call
IRDAI disclosure and consent reminders
Why It Matters
Shorter AHT, stronger conversions
Compliance consistency across every call
Post-Call Analytics
You can’t coach what you can’t review.
Convin audits your every call - surfacing missed sales cues, compliance gaps, and training needs.
Solves
Missed reviews
Hidden risk
Unclear agent performance
Use Cases
Auto-QA for sales, renewals, and claims
Detect mis-selling or incomplete disclosures
Identify top performers and customer patterns
Why It Matters
100% call visibility
Insights that directly link to your revenue and persistency
A Closed Loop That Never Loses a Customer
Real-World Convin Use Cases Across Insurance Functions
Sales & Distribution
Automate lead qualification from web forms, POSP,
or bancassurance.
or bancassurance.
Re-engage missed leads through outbound calls and WhatsApp.
Share policy details and collect consent digitally.resolution.
Policy Renewals & Persistency
Automates renewal and payment reminders.
Automates grace-period and reinstatement calls.
Automates personalized upsell and rider campaigns.
Improves policy persistence with timely follow-ups.
Claims Automation
Capture First Notice of Loss (FNOL) with Convin AI
phone calls.
phone calls.
Schedule surveyor appointments and document
submissions.
submissions.
Send proactive claim status updates to reduce complaint volumes.
Customer Support & Servicing
Handle endorsement requests and duplicate policy
issues.
issues.
24×7 multilingual assistance for FAQs and status
checks.
checks.
Post-interaction surveys for CSAT and NPS tracking.
Fraud Detection & Compliance
Identify suspicious intent, repeated inconsistencies, or coached responses.
Enforce IRDAI/TCPA compliance and call disclosures automatically.
Store audit-ready transcripts and call logs securely.
Trusted by B2C Leaders Who Get It.
“With Convin, we expanded from manually auditing just 2% of calls to 100% coverage through AI-powered audits. This insight reduced social media escalations by 50% within a year.”
Preeti Singh
Quality Assurance Lead
Preeti Singh
Quality Assurance Lead
Read Casestudy
INDUSTRY
Consumer Electronics
CONTACT CENTER SIZE
350+
FOUNDED
2011
"Convin.ai helped us scale our call audit coverage from 1.5% to nearly 30%, enabling real-time feedback and better agent performance. Their AI-powered LMS was a game-changer—automatically creating personalized training from call data. The team has been a true partner, constantly sharing valuable insights and helping us improve key metrics like AHT and CSAT."
Preeti Singh
Quality Assurance Lead
Mohit Sidhwani
Head of Customer Experience
Convin has given us an automated way to record sales conversations, revisit them, coach effectively, and extract insights with AI. This solved inconsistencies in coaching and helped us zoom in on specific skills to improve team performance.
Preeti Singh
Quality Assurance Lead
Alex
Head of Strategic Alliances & Sales Operations
INDUSTRY
Software (B2B SaaS & Professional Services)
CONTACT CENTER SIZE
2000+
RATING
9/10
“With Convin, we expanded from manually auditing just 2% of calls to 100% coverage through AI-powered audits. This insight reduced social media escalations by 50% within a year.”
Preeti Singh
Quality Assurance Lead
Preeti Singh
Quality Assurance Lead
Read Casestudy
INDUSTRY
Consumer Electronics
CONTACT CENTER SIZE
350+
FOUNDED
2011
"Convin.ai helped us scale our call audit coverage from 1.5% to nearly 30%, enabling real-time feedback and better agent performance. Their AI-powered LMS was a game-changer—automatically creating personalized training from call data. The team has been a true partner, constantly sharing valuable insights and helping us improve key metrics like AHT and CSAT."
Mohit Sidhwani
Head of Customer Experience
Integrate Effortlessly With Your Tech Stack
Integrate Effortlessly With Your Tech Stack
Transform Customer Conversations with Convin’s AI Agent Platform
Book a Demo
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