CONVIN FOR INSURTECH
Boost policyholder satisfaction while generating new revenue
Extract critical conversation data from customer touchpoints such as phone calls, chats, and emails. Turn conversations into actionable insights to manage high call volumes, increase renewals, and close more deals.
How does Convin help the InsurTech contact centers?
Drive customer acquisition and retention
Decrease the cost of customer acquisition by pushing more policy renewals. Coach agents on essential services such as handling case management, renewal inquiries, order booking, and more services.
Support over multiple communication channels
Handle large volumes of customer inquiries using a variety of communication channels. Ensure reduction in average handle time (AHT) and increase in first call resolution (FCR) by monitoring all omnichannel support channels.
Follow and adhere to regulatory compliance
Ensure agents follow HIPAA and PCI DSS compliance regulations while not compromising quality. Track compliance violations and auto-redact confidential customer data.
Invest in AI-powered customer conversations
Earn more revenue with real-time conversation tracking
Leverage real-time monitoring and guidance to reduce hold times, improve first-call resolution, and shorten sales cycles. Eliminate potential violations and escalations with auto-generated prompts. Make the policy renewal process smarter and more friendly–help agents respond with empathy in renewal conversations.
Automate compliance audit
Don’t lose sight of quality and compliance amidst handling massive inbound and outbound conversations. Build a custom scorecard to track agents’ performance based on HIPAA, PCI, SSAE 16 (SAS 70), ISO, CFPB regulations, and other conversation quality parameters. Track 100% of omnichannel conversations and ensure agents stick to call scripts and abide by insurance services rules & regulations. Provide agents with automated AI feedback and CSAT scores to encourage proactive behavior.
Provide flawless customer care
Assist agents in dealing with angry and unreasonable customers. Recommend best practices and winning behavior data to deal with difficult customer questions and objections. Address claims inquiries tactfully while keeping customers happy and satisfied.
Stay up-to-date with product features and offers
Lack of knowledge when handling a variety of insurance industries, claim inquiries, and quote processing while simultaneously offering quality and compliant support impacts agents' performance. Employ automated coaching to bring the latest insurance products, promotions, and price offerings for different industries and build customized insurance plans. Improve key CX metrics–CSAT, AHT, and FCR by empowering agents through peer-to-peer coaching.
Unravel new growth opportunities
Staying one step ahead of customers’ movements is the best way to retain and invite new customers. Allow conversation intelligence to analyze 100% of customer conversations to extract information on customer objections, sentiments, preferred communication channels, emerging customer trends, and fresh opportunities in the form of customer demand.
27 %
Increase in CSAT
21 %
Increase in Sales
5 %
Increase in Renewal rate
Convin's Data Security Measures
Automated PII Masking
Convin’s AI-driven PII masking detects and redacts sensitive data, ensuring compliance with GDPR, PCI DSS, HIPAA, and RBI mandates.
Zero Raw Data Retention
Sensitive data is masked at capture while ensuring compliance with audits and analytics by eliminating raw data exposure.
Enterprise-Grade Data Encryption
Convin secures data with AES-256 encryption, preventing unauthorized access during storage or transfer.
Proprietary In-House LLM
Convin’s proprietary, in-house developed LLM designed specifically for BFSI institutions ensures full data ownership, security, and compliance.
Integrate Effortlessly With Your Tech Stack
Convin integrates effortlessly with your existing tech-stack to ensure smooth customer-facing operations.
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
Transform Customer Conversations with Convin’s AI Agent Platform
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