CONVOZEN FOR BFSI

Sell, Renew & Support Insurance with AI Agents

Secure, compliant AI agents for insurers that automate renewals, premium collections, policy servicing, underwriting support, and claims —integrated with core systems for 24/7 multilingual support across voice, chat, email, and WhatsApp.

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Multi-agent system for
smarter
conversations and
higher conversions

Conversational Agent

From Quote to Claim-Insurance, Handled Seamlessly

The AI handles end-to-end insurance journeys like policy quotes, plan comparisons, document collection, renewal reminders, claim intimation (FNOL), and claim status checks, using insurer-approved data and workflows

Key differentiatorsWhy ConvoZen AI Agents Outperform Traditional Agents

Capabilities	Others	ConvoZen AI
Policy basics
Policy discovery and comparison
Personalized policy recommendations
Claim status & document updates
Renewal reminders at scale
Multilingual support
High-volume claim handling
Regulatory disclosures & compliance
Empathy in sensitive situations
Fraud & mis-selling detection

Our SolutionsFuture-Proofing Finance: High-Performance AI Agents for Insurance

Eliminate wait times and compliance bottlenecks by automating the entire financial lifecycle—from instant policy recommendations and complex query resolution to seamless premium collections.

Analyzer Agent

Conversation Audits for Risk, Quality, and Compliance

This agent audits 100% of calls and chats for compliance, mis-selling signals, claim-quality risks, sentiment, and fraud indicators, flagging issues and generating coach-ready clips for training and performance improvement

Challenges facedTurn Every Interaction into Actionable Growth Insights

BEFORE CONVOZENMessy & Effort Intensive

No clear signal of genuine intent across sales, service, and claims

Same policy pitch regardless of life stage, coverage gaps, or risk profile

Conflicting answers on coverage, exclusions, claims, and turnaround times

Repeated KYC, document gaps, and claim delays go unnoticed

AFTER CONVOZENAutomated & Effortless

Detect life events, coverage gaps, and claim readiness in real time

Auto-route policies and claims by urgency, value, and eligibility

Proactively flag compliance gaps, documentation issues, and fraud signals

Continuously score agent quality across disclosures, empathy, and outcomes

Copilot Agent

Real-Time Guidance for Every Sensitive Insurance Conversation

It guides insurance agents in real time during sensitive calls—prompting next-best steps, ensuring KYC and required disclosures, and enabling secure handoffs to policy, payments, and claims systems.

USE CASES

AI Agents for the Entire Value Chain of the Banking and Financial Services Industry

Acquisition & Distribution

Convert leads fasterQualify enquiries from forms and partner channels in real time. Recover drop-offs with timely follow-ups across voice and messaging. Share policy details and capture consent with secure digital flows.

Renewals & Retention

Reduce churn riskDrive on-time renewals with smart reminders and payment nudges. Support missed-payment recovery with clear next steps. Recommend relevant add-ons based on life-stage and policy context.

Claims & Fulfilment

Settle claims quickerEnable faster claim registration with guided intake and validation. Coordinate inspections and document collection with fewer back-and-forths. Provide proactive claim updates until settlement and closure.

Service Operations

Support customers anytimeResolve policy changes and service requests end-to-end, securely. Offer 24×7 help for common queries across channels and languages. Capture feedback and trends to continuously improve service quality.

Risk & Governance

Prevent fraud consistentlyDetect suspicious patterns early and flag cases for review. Enforce disclosures and process checks consistently across interactions. Maintain audit-ready records with secure storage and access controls.

How ConvoZen AI agents drive ROI for your business

00%

Increase in Agent Productivity

00%

Reduction in Customer Support Costs

00%

Expansion of Customer Base

Increase in Operational Efficiency

00x7

Provision of Assistance

CONVOZEN DIFFERENTIATIONServe Every Customer With Smarter AI
Stack Built For BFSI

Pre-Trained On Industry Data

AI Agents integrate instantly for immediate deployment

True Omnichannel Presence

Unified experience across voice, chat, and email channels

Global Linguistic Intelligence

Understands all languages, dialects, and accents fluently

Human-Grade Communication

Natural speech; interrupted seamlessly, just like humans

Deep Business Context

Remembers history, understands complex journeys

Performance & Reliability at Scale

Instant, accurate responses at high volume, low cost

CONVOZEN PRODUCT SUITEGet It Right, At Every Touchpoint

The most capable conversational agent platform for businesses delivering
human-like interactions across every customer touchpoint.

Conversational Agent

Carry conversations across voice, chat, social media and email—while the agent follows the right steps, updates your systems, and completes end-to-end workflows

WhatsApp & Email