Industries · Insurance
AI calling for insurance leads. Every policy enquiry called within minutes.
Cover, members and renewal date captured before your advisor calls. 14+ languages.
Where you lose them
People asking about health or motor cover compare several quotes at once. The advisor who calls first, with the right questions, gets the conversation. Vira calls every new enquiry within minutes and asks your questions first.
The problem, in numbers
Why insurance calls get ignored.
And what careless calling can cost you.
- 7×more likely to qualify a lead when firms responded within an hour than when they waited longer (US study of 2,241 firms).Harvard Business Review, “The Short Life of Online Sales Leads”, 2011
What Vira asks
What the agent asks someone buying cover.
Fact-finding only. Advice is your advisor’s job.
- 01
Type of cover
Health, motor, term or life. Motor enquiries also get the vehicle and registration year; health enquiries get the members. - 02
Who needs to be covered
Self, spouse, children, parents, and the age of the eldest member. Senior parents change which plans your advisor considers. - 03
Current policy and renewal date
New cover or a switch, and when the current policy ends. A motor policy expiring in five days is the first call of the morning. - 04
Cover amount and premium budget
The sum insured they have in mind and a yearly premium range, so the advisor opens with plans that fit. - 05
A time for an advisor call
The agent saves the time the customer gives. Your licensed advisor explains plans, exclusions and waiting periods on that call.
Scoring is yours. Example rule you might write: renewal within 15 days, or health cover for a family with a premium budget above your minimum = hot. Just browsing = nurture, with the renewal date saved for later.
Test Vira
Hear the AI agent built for insurance brokers and advisors.
Demo companies in other trades. Your questions, your script.
Sample calls with demo companies. Both voices are generated, so you hear how Vira sounds and what it asks.
Real estate
HinglishThe 2 BHK enquiry from last night
Website chat
English“Yes, please call me.”
Where leads come from
Where policy enquiries come from.
Most of them are comparing quotes.
A family shopping for health cover, or a car owner whose policy expires next week, asks two or three sellers at once. The advisor who reaches them first, already knowing who needs cover, gets the time to explain a plan.
Google Lead Forms
Search ads for “health insurance for parents” or “car insurance renewal”. Connected today and called within minutes, inside the calling window.Quote forms on your site
Premium-check and callback forms post to a signed endpoint. Live today.Meta awareness ads
Term and health-cover instant forms on Facebook and Instagram. The direct Meta Lead Ads connector is next.Aggregators and your renewal book
There is no aggregator connector. Leads your CRM already receives can be forwarded. Renewal calls to your own customers are a template in build.
Example script · Tamil
How an insurance enquiry call sounds.
An example script in Tamil, family cover.
Health insurance for parents, from a Google lead form. Written for this page to show the flow; it is not a recording or a transcript of a real call. The English line under each turn is a translation.
- Vira (AI)வணக்கம், நான் [Broker] சார்பில் பேசும் AI உதவியாளர். உங்கள் பெற்றோருக்கான ஹெல்த் இன்சூரன்ஸ் பற்றி கேட்டிருந்தீர்கள், அதற்காக அழைக்கிறேன்.Hello, I’m the AI assistant calling for [Broker]. You asked about health insurance for your parents; I’m calling about that.
- Callerஆமாம், அம்மா அப்பாவுக்கு வேண்டும். இருவருக்கும் அறுபது வயதுக்கு மேல்.Yes, for my mother and father. Both are over sixty.
- Vira (AI)சரி. இப்போது அவர்களுக்கு ஏதாவது பாலிசி இருக்கிறதா, அல்லது புதிதாக எடுக்க வேண்டுமா?Okay. Do they have a policy now, or do you need a new one?
- Callerஅப்பாவின் கம்பெனி பாலிசி இருந்தது, ஓய்வுக்குப் பிறகு முடிந்துவிட்டது. புதிது வேண்டும்.Dad had a company policy; it ended after he retired. We need a new one.
- Vira (AI)புரிகிறது. எவ்வளவு கவரேஜ் யோசித்திருக்கிறீர்கள்?I understand. How much cover are you thinking of?
- Callerஐந்து லட்சம். எந்த பிளான் நல்லது என்று நீங்களே சொல்லுங்கள்.Five lakh. You tell me which plan is good.
- Vira (AI)பிளானை எங்கள் உரிமம் பெற்ற ஆலோசகர்தான் பரிந்துரைப்பார். அவர் உங்களை எப்போது அழைக்கலாம்?Only our licensed advisor recommends a plan. When can they call you?
- Callerஇன்று மாலை ஆறு மணிக்கு மேல்.Today, after six in the evening.
Example outcomeHot · health, 2 seniors 60+ · new policy · ₹5 lakh cover · advisor callback today after 18:00
What your team gets
What your advisors receive.
The fact-find, done before the call.
After every call.
Renewal reminder calls to your own policyholders are a template in build: amount and due date stated, the reply recorded, no payment taken on the call.
- Cover type, members and the age of the eldest
- New policy or switch, with the current renewal date
- Cover amount and premium range, if the customer gave one
- The advisor callback time the customer chose
- The recording, the transcript, a score out of 100 and the outcome in your CRM as a signed webhook
Built for trust · limits
What it does not do in insurance.
Advice stays with a licensed person.
No plan recommendations
It does not recommend a policy, compare insurers or explain exclusions. It says a licensed advisor will, and saves the question.No medical history taken
It does not ask about illnesses or pre-existing conditions. Your advisor collects health details on the advisor call.No payment on the call
It takes no premium and sends no payment link. Keep card details, PINs and one-time codes out of the script; the agent asks only your questions.Window, disclosure and opt-out
Only inside your calling hours, in the person's local time, and it stops calling anyone who says no. Do-not-call checks in your market stay with you.
Works in the real world
Built for conversations at scale
Voice intelligence, call rules and analysis built for real customer conversations.
Multilingual understanding
14+ languages, including Hindi and Hinglish, on chat and calls.
Voicemail detection
Knows a machine from a person before it speaks.
Human-like timing
Replies prepared while the caller talks.
Built-in call audit
Every call checked, every answer quoted.
Calling rules in code
Hours, retries, consent and “stop”, enforced on every dial.
Full-stack platform
Chat, telephony, CRM sync and reports in one place.
Solutions for insurance brokers and advisors
One agent for every job.
Live and in build, labelled.
Pricing and next steps
Priced per lead handled.
Not per seat. 2 call minutes included.
Loop is priced per lead handled: from $59 a month for about 66 leads (beta prices, + tax where applicable), retries included, cancel anytime. A team selling several lines at volume can talk to us about a larger plan.
Lead qualification for policy enquiries
The live agent that calls every enquiry.Read moreRenewal reminder calls (in build)
Due date and amount stated, reply recorded.Read moreBest practices for calling insurance leads
Seven rules from our own real-call audit.Read morePricing per policy enquiry
Per lead handled; retries free.Read more
Questions
What insurance brokers and advisors ask us
before they start.
Does the AI sell or recommend insurance policies?
Can it call customers about policy renewals?
Does it ask about medical conditions?
Can it call leads from aggregators or POSP partners?
Could AI calls get our numbers flagged?
Ready to turn every lead into a conversation?
Hear Vira first, then get started on your own leads. Cancel anytime.