AI voice agents for insurance agents and advisors

Yes. Outpero's AI voice agent handles insurance agents and advisors calls end to end — calling every new insurance enquiry within 30 seconds, qualifying the need and booking the advisor's call or meeting. It works 24 hours a day in Hindi, Telugu, Tamil, Marathi, Kannada, Malayalam and English, switching to English the moment the caller does.

For insurance agents and advisors, an Outpero AI employee will call new leads from PolicyBazaar, Meta lead ads, Google forms and your website within 30 seconds; qualify the need: term, health, motor or investment-linked, family size, age band, existing cover and budget; book the advisor's call or meeting into your calendar and send the confirmation on WhatsApp; run renewal reminder campaigns ahead of the premium due date and capture whether the customer will pay, needs a callback or has switched. Every call is recorded, transcribed and summarised automatically.

Outpero has no setup fee and no monthly base fee — you pay only for connected talk time, from ₹5 per minute (1 credit = ₹1, credits never expire), plus ₹649/month for a dedicated calling number. A full-time telecaller doing the same job costs around ₹18,000 a month, works one shift and handles one call at a time. Prices exclude 18% GST.

Under 30 seconds from the enquiry landing. That matters here because an insurance agent's day is split between meeting clients and chasing enquiries, and the chasing loses. Leads from PolicyBazaar, Meta ads and referrals need a call within minutes, but the agent is in a meeting. Renewal reminders for the book of business are done by hand in a diary, so lapses happen when a premium due date passes quietly. Customers also speak the language of their city, often a mix of Hindi, Telugu, Tamil, Marathi or Kannada with English, while policy terms are in English.

It can describe what you have written into its instructions, such as a plan's basic features, but it is not an adviser and should not recommend a product or give personal advice. Insurance sales are regulated by IRDAI, and mis-selling carries real consequences. Most advisors use the agent to qualify the need and book the meeting, so the licensed person does the explaining and recommending.

Portal leads are time-sensitive because the same customer is often shared with other sellers. If the lead can reach Outpero through Zapier, Make or a webhook, the agent calls within 30 seconds, qualifies the need and books your call. Check the portal's terms on how lead data may be used and contacted, and use only leads you are entitled to call.

Yes. A bulk campaign works through a CSV of policyholders with calling windows, retries and DND screening. The agent reminds the customer of the due date, asks whether they will pay, and records the answer: paying now, needs a payment link, will call back, or wants to discuss the plan. You get a recording, transcript and summary for every call, so the advisor follows up only where needed.

Yes. Outpero's agents hold calls in Hindi, Telugu, Tamil, Marathi, Kannada, Malayalam and Indian English, and switch to English the moment the caller does, which is how most customers actually mix policy terms with their own language. Dialect coverage is not claimed, and the price per minute is the same in every language.