Insurance
Every policy call lands,inbound and out.
ACD queues with longest-idle routing, a visual IVR with live policy data-dips, timezone-aware business hours, and outbound renewals. Claims, service and sales on one platform.
Renewal outreach
campaign · outbound
Dana Whitfield
policy ••7731
no answer books the callback for you
renewals worked before they lapse
Illustrative panel · sample policy
The renewal cycle
Watch a policy come around
A policy loops from quote to active to the renewal window. When the window opens, the outreach call is scheduled and the callback lands with an agent who has the record on screen. No renewal slips past unnoticed.
Ink is the policy record, blue is the renewal window. When the window opens, the outreach call is scheduled and it lands with an agent, record on screen.
Routing that lands every call
From first ring to the right agent
Inbound and outbound on one platform. Every call routed, answered, recorded and measured.
IVR with live policy lookups
A visual node-graph IVR routes claims, renewals and service calls. An api_call data-dip can read a policy or claim status mid-flow and branch on it.
ACD queues that don't drop calls
FIFO queues with longest-idle and ring-all routing, music-on-hold, max-wait and overflow policies. Redis-backed, so queues survive a restart.
Business hours & holidays
Timezone-aware schedules with holiday overrides. After-hours calls route to voicemail, an audio message, or a dedicated branch, never a dead end.
Rhea Gowda
quote follow-up · preview mode
Outbound for renewals & quotes
Preview and progressive modes for high-value renewal and quote follow-ups, with scripts and a mandatory disposition gate so every outcome is recorded.
Screen-pop into your CRM
A screen-pop drawer auto-fills your policy-admin or CRM form with live call data, variables locked at answer. Agents stop alt-tabbing and start helping.
Recording, callbacks & QA
Encrypted call recording (policy-driven), a searchable voicemail inbox, and queue KPIs (Service Level, ASA, AHT and abandon %) for quality review.
Illustrative panels · sample values
Proof from a live floor
Agrobhumi Agritech is not an insurer. They sell to farmers across India. What they do run is the engine on this page: predictive dialing, recorded and auditable calls, and rechurn bringing back the ones who did not answer. Six agents, more than 17,000 calls in the last 30 days.
Questions
Insurance, answered
Straight answers on lookups, hours, outbound and recording.
Yes. An api_call data-dip node calls your policy-admin or claims API during the call and branches on the response, so a caller can hear status or be routed correctly without an agent.
See it route
Map your claims and renewals flow
Bring your routing. We’ll build a live IVR with a policy data-dip and an ACD queue on the call.