Instant lead calling
PolicyBazaar Lead Calling with AI
PolicyBazaar lead calling with AI means an insurance advisor's voice agent phones each new enquiry within 30 seconds of the lead alert arriving, confirms interest and collects the details needed for a quote. Outpero has no native PolicyBazaar integration; leads reach it by webhook, Zapier or Make, a CRM workflow, or by parsing the lead alert email, and the call is placed straight after.
* Time from the lead reaching Outpero to the first ring, under normal conditions. It depends on how quickly your lead source delivers the lead.
At a glance
PolicyBazaar Lead Calling with AI: the short version
| How it works here | |
|---|---|
| How it starts | Triggered the moment the lead or event arrives |
| Languages | Hindi, Telugu, Tamil, Marathi, Kannada, Malayalam and English |
| It captures | Insurance type (term, health, motor), Age and city, Existing cover and insurer, Policy renewal or purchase timeline |
| You measure it by | share of portal leads reached within one minute of the alert |
| Cost | No setup fee · from ₹5/min · number ₹649/month · Prices exclude 18% GST |
Why PolicyBazaar lead calling breaks when people do it
Insurance leads bought from aggregators are shared with several advisors, so the first to call usually gets the conversation and the rest get an engaged tone or a polite refusal. A human advisor cannot call back a lead at 11 pm or while already on a call with another prospect, and the lead alert sits unread. Term, health and motor leads also need the same dozen questions asked every time, such as age, city, existing cover and renewal date, which is slow work that a person does inconsistently across a long day.
Step by step
How it works
- 01A new lead alert arrives from your PolicyBazaar account, and your CRM workflow, Zapier or Make scenario, webhook or an email-parsing step turns it into a lead record with name, number and product.
- 02The record is passed to Outpero, which dials within 30 seconds and introduces the advisor and the product the person enquired about.
- 03The agent confirms the enquiry was theirs, then asks the standard quote questions for term, health or motor in Hindi, Telugu, Tamil, Marathi, Kannada, Malayalam or English.
- 04If the lead wants to proceed, it books a call with the licensed advisor in the calendar or transfers the call to your team, and it sends a summary of the requirements on WhatsApp.
- 05The recording, transcript, summary and captured fields reach your dashboard and webhook, so the advisor opens a lead that is already qualified.
Hear how a call goes
A sample PolicyBazaar lead calling call
A new term insurance enquiry from PolicyBazaar reaches an independent advisor's account and is called right away. · Runs in Hindi with English words such as 'term plan' and 'cover'; shown here in English.
- Outpero AIHello, I am an AI assistant calling on behalf of Rohit Mehta, your insurance advisor. Am I speaking with Amit Verma? You enquired about term insurance on PolicyBazaar.
- CallerYes, that was me. Is it Rohit sir calling?
- Outpero AINo, I am the assistant, and Rohit sir will speak to you personally after this. I only need a few details so he is prepared. Can we talk for two minutes?
- CallerFine. I already have group cover from my company, so I just wanted to see.
- Outpero AIThat is useful to know, thank you. I will note it, and Rohit sir can explain how personal cover works alongside it. May I ask your age and the city you live in?
- CallerI am 34, living in Pune.
- Outpero AIThank you. And roughly what cover amount did you have in mind, or would you like the advisor to suggest?
- CallerI do not know, let him suggest.
- Outpero AIUnderstood. Rohit sir has a slot on Thursday at 6 in the evening. Shall I book a call for that time?
- CallerThursday 6 is fine.
Captured: insurance type term, age 34, city Pune, existing cover (employer group policy), no preferred cover amount, callback booked for Thursday at 6 pm with the licensed advisor, Hindi preferred. The summary and recording reached the dashboard and webhook, so the advisor opens a lead that is already prepared. No quote or product advice was given on the call.
An example written to show the shape of the call, not a recording or a customer result.
What it captures on every call
Measured on: share of portal leads reached within one minute of the alert.
Connect it
How the trigger reaches Outpero
| Where it comes from | How it gets to the agent |
|---|---|
| PolicyBazaar lead alert email | An email-parsing step reads each new lead alert for the name, number and product, and posts them to Outpero as a lead. |
| Advisor's CRM | Where you log portal leads in a CRM, a workflow rule on 'new lead' sends the record to Outpero within seconds. |
| Zapier or Make scenario | A scenario watches the inbox or sheet where portal leads land and forwards each new row to Outpero without anyone copying it. |
| Webhook from your own tools | If leads arrive in your own software, post the name, number and product to Outpero's webhook as soon as they are stored. |
| Advisor's calendar | The agent books the callback straight into the advisor's calendar, using only the open slots you allow. |
Results go back out the same way: a webhook you provide, or a live spreadsheet or API call mid-call. WhatsApp messages and calendar bookings are opt-in per employee.
Opening line
How it opens the call
नमस्ते अमित जी, आपने PolicyBazaar पर term insurance के बारे में enquiry की थी — मैं आपके advisor की तरफ़ से बोल रही हूँ। क्या दो minute बात हो सकती है?
“Hello Amit ji, you made an enquiry about term insurance on PolicyBazaar, and I am calling on behalf of your advisor. Can we talk for two minutes?”
The same call runs in Hindi, Telugu, Tamil, Marathi, Kannada, Malayalam and English.
Price it
What PolicyBazaar lead calling would cost you
Estimate: PolicyBazaar lead calling
Defaults are an example for insurance leads called, not a promise. Change any number to match your business.
Calls that actually connect — unanswered calls are not billed.
1 channel is included with your number; each extra is ₹649/month.
- Talk time per month
- 1,560 min
- Calling (₹5/min)
- ₹7,800
- Number + 1 channel
- ₹649
- Subtotal
- ₹8,449
- GST (18%)
- ₹1,521
About ₹16 per connected call before GST.
Run it well
What to track — and what goes wrong
| Track | How to read it |
|---|---|
| Time from lead alert to first call | Compare alert time with dial time, because the delay is almost always in how the lead reaches Outpero, not in the call. |
| Answered leads against booked advisor calls | A wide gap means the handover to the advisor is not being offered clearly or the offered slots are inconvenient. |
| Existing cover and renewal timeline captured | Check how often these fields are filled, since they are what lets the advisor skip repeat questions. |
| Leads that say they did not enquire | A pattern here usually points to wrong numbers entered on the portal or a different family member who enquired. |
- !Letting the agent quote premiums or recommend products, when that must come from the licensed advisor.
- !Waiting until the end of the day to forward leads, which loses the minutes when the person is still on the portal.
- !Skipping the sentence that says the caller is an AI assistant acting for the named advisor.
- !Asking for sensitive documents or health details on a first call, instead of leaving them to the advisor.
Not suited to explaining policy terms, claims or suitability, which need a licensed person. It also does not replace follow-up with leads who ask for a human only.
Questions people ask
Does Outpero integrate directly with PolicyBazaar?
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No. There is no native PolicyBazaar integration. Leads reach Outpero through a webhook, a Zapier or Make scenario, a CRM workflow, or by parsing the lead alert email your account already sends. Once the lead is in, the agent dials within 30 seconds. How you receive leads from the portal depends on what your account and CRM support.
Can the AI sell or advise on insurance?
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It should qualify, not advise. The agent confirms interest, collects the quote inputs and books a conversation with your licensed advisor or transfers the call. Recommending a specific policy and explaining suitability stay with IRDAI-licensed humans. Keep the agent's script to facts you have approved and let the advisor handle the proposal.
Will the agent say the lead came from PolicyBazaar?
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It can, if you want it to. Most advisors open with the enquiry itself, such as your term insurance enquiry, so the person recognises the call. Use only what the lead alert actually carries and keep the opening truthful. Do not claim any tie-up with the portal that your business does not have.
Does it follow TRAI and DND rules on leads?
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A person who submitted a form asking for a quote has requested contact on that topic, which is the basis most insurance advisors rely on. Call only about that enquiry, stop when asked and keep a record. Outpero calls from a DLT-registered line and records each call. Confirm your own consent wording with your compliance team.
What does each lead call cost?
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A two-minute qualification call costs ₹10 on Standard at ₹5/min or ₹13.60 on Premium at ₹6.8/min, with no setup fee and no monthly charge. Unanswered calls are not billed. A dedicated +91 number is ₹649/month including one channel, and extra channels are ₹649/month each. Prices exclude 18% GST.
How much does an AI voice agent for PolicyBazaar lead calling cost?
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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. You pay only for the minutes the agent is actually talking. Prices exclude 18% GST.
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