Use cases/Insurance
Pre-issuance verification calls
Confirms what the customer bought, in their language, before the policy is issued, with every answer recorded.
VoiceWhatsAppReads documentsLive in about 4 weeks
- Every policy verified before issuance
- Mis-selling flagged the same day
- Calls in the customer's language
How it runs
90%of new policies handled start to finish by AI employees
- Every month
- 40,000
- new policies
- Your team steps in
- Escalation queue
- Same day; issuance paused until cleared
Illustrative. A 30-day pilot measures your own baseline.
One call, start to finish
Verifying a term plan before it's issued
On a call
One call, start to finish
Verifying a term plan before it's issued
On a call
Verification callProposal read before dialling
AI employee
Hello Mr Sharma. I'm calling to confirm the term plan you applied for. Is now a good time?
Proposal formDocument intelligence
The proposal is read first, so every question is about this policy.
Case record
- 01Proposer reachedTerm plan
- 02LanguageHindi
- 03Answers recordedMis-selling flag
- 04Policy on holdQuality team
- 05File completeCall attached
One call, start to finish
Verifying a term plan before it's issued
On a call
01Verification callProposal read before dialling
AI employee
Hello Mr Sharma. I'm calling to confirm the term plan you applied for. Is now a good time?
Proposal formDocument intelligence
The proposal is read first, so every question is about this policy.
02HindiThe proposer's language, mid-call
Proposer · Yes, go ahead. Can we talk in Hindi?
AI employee · Hindi
ज़रूर। आपका ₹1 करोड़ का टर्म प्लान है, सालाना प्रीमियम ₹14,200।
Of course. Your plan is a ₹1 crore term plan, ₹14,200 a year.
Voice
The proposer chose Hindi, so the rest of the call is in Hindi.
03Mis-selling checkA promise the plan can't keep
AI employee · Did anyone promise you money back on this plan?
Proposer
Yes. The agent said I'd get my premiums back after 20 years.
Plan termsYour SOP
A term plan pays nothing back: a sign of mis-selling.
04Policy holdThe quality team steps in
Quality team
Policy on hold. We'll call Mr Sharma back today to explain the plan properly.
Your team
Any sign of mis-selling stops the policy and goes to a person.
05Policy fileRecording attached
On record
Recording and every answer attached to the policy file.
Call recordedAnswers loggedLanguage notedHold reason keptAudit trail
A complete verification file for every policy issued.
Case record
- 01Proposer reachedTerm plan
- 02LanguageHindi
- 03Answers recordedMis-selling flag
- 04Policy on holdQuality team
- 05File completeCall attached
The workflow
Your SOP, run step by step.
7 steps across your customer, AI employees, your team and your systems. 90% of cases run start to finish without a person; your team steps in at one point, only when the SOP says.
AI employees do the workYour team, only when the SOP saysReads and checks documents
Your SOP and your people
Written once by you. Followed on every case.
The SOP, as writtenPlain words, the way your team already works
Before issuance, call the proposer in their language. Confirm the plan, premium, term and that they understood the benefits. If they say they were promised something else or don't understand, put the policy on hold and send it to the quality team. Record the call and attach it to the policy file.
Document intelligence: Reads the proposal form to personalise the questions.
Where your people step inEscalation queue
- Who
- Quality and compliance team
- When
- Customer disputes what was sold, doesn't understand the product, or refuses
- Within
- Same day; issuance paused until cleared
- They see
- Call recording at the exact moment, transcript, proposal data
Measured
Every case measured. Better every week.
Every conversation is reviewed overnight. What it finds comes back as a change for your SOP owner to approve.
Of every 100 new policies
Policies to verify100
Proposer reached90
Verification complete84
Cleared for issuance79
Held for review5
Illustrative share of a month's volume reaching each stage.
This week's suggestion · from the nightly review
Hindi proposers asked to repeat the premium question 22% of the time. Proposal: say the premium as 'per month' and 'per year'.
Nothing changes until your SOP owner approves it.
On the record, every case
- Full recording and transcript
- Each disclosure ticked with a timestamp
- Hold and release decisions with names
- Retry attempts logged
Voxket AI Office
Your AI office is ready when you are.
Bring one SOP. We'll show it running.
Go beyond intelligence.