Insurance
Policyholders answered, renewals remembered.
Agents that handle policy questions, claim-status queries, premium reminders and renewals — a 24/7 branded experience on calls, WhatsApp and your website.
Kavya
Insurance Assistant · Shieldline Insurance (example)
Type a message…
- 24/7
- Answers day and night
- 11
- Languages
- Calls · WA · Web
- Channels it answers on
- Handover
- Flags your staff when needed
What the agent does
The jobs your customers call about.
- 01
Policy Details & Coverage
Explains coverage, exclusions and key dates from your policy documents, by chat or voice.
- 02
Claim Status Updates
Tells policyholders where their claim stands and what happens next, when connected to your claims system.
- 03
Premium Reminders & Renewal
Outbound WhatsApp messages or calls before a policy lapses, with your renewal link.
- 04
Add-On Coverage Questions
Explains riders and top-ups from your product material.
- 05
Grievance Registration
Takes the details of a grievance, records it in your system and flags it to your team.
- 06
Policy Updates
Collects nominee and address-change requests and tells customers which documents to submit.
Common questions
Does it meet IRDAI requirements?
The platform is designed to help you meet your IRDAI obligations, but compliance remains yours. You control the agent's scripts and disclosures, and you decide what it may and may not say.
Can the agent register claims?
It can collect the claim details and pass them to your claims system through a webhook or HTTP tool. Registration itself happens in your system.
How do renewal reminders work?
Outbound WhatsApp, SMS, email or calling campaigns contact policyholders before their renewal date with the premium and your payment link. Calling campaigns respect your calling hours and do-not-contact list.
What happens with a grievance that needs a person?
The agent flags the conversation for your team and alerts them by WhatsApp, SMS or webhook with the transcript, so nobody has to ask the customer to repeat themselves. Your team can reply from the inbox, and on a phone call the agent can transfer the caller to a staff member with a short summary.
Can one account cover health, life and motor?
Yes. A workspace can run several agents, each with its own knowledge base and persona for a line of business.
How is policyholder data handled?
Conversations are encrypted in transit and at rest, and each workspace's data is isolated. The platform is hosted in India (Google Cloud, Mumbai), but AI inference by Google Gemini may process conversation content outside India. You can turn on PII masking so card, Aadhaar and PAN numbers are masked in chat transcripts, and set how long conversations are kept.
Tell Riya about your business.
She'll set up the rest.
30 minutes of calling included · no card needed for the trial