Insurance

Life, health, motor · agencies, brokers, bancassurance desks

Insurance on DiaConn

Insurance runs on telecallers, and telecallers run on lists. Fresh enquiries, renewal reminders, lapse recovery and cross-sell all compete for the same tired dialler. DiaConn takes the whole repetitive layer — first contact, renewal chase, document follow-up, no-show recall — and leaves your licensed advisors only the conversations where advice actually closes a policy.

< 60s

to first call on a quote enquiry

6×

renewal touches per policy, at no extra headcount

100%

calls transcribed and reason-coded

What breaks today

The leak in a insurance desk

A PolicyBazaar or Meta enquiry is 8× less likely to convert after 30 minutes, and your telecaller reaches it the next afternoon.

Renewal calling starts at T-15 days and stops when the caller gets bored. Lapses are discovered in the monthly report.

Nobody records why a policy lapsed — premium, claim experience, a competitor quote or a lost job.

Telecaller attrition is 60-80% a year, so the script quality resets every quarter.

IRDAI-sensitive promises get made on calls nobody ever listens to.

The flow

Every insurance enquiry, start to finish

01

Enquiry lands

PolicyBazaar, your website quote form, Meta lead ad, a missed call on the branch line, or a bulk renewal list pushed from your CRM.

02

AI dials in under 60 seconds

In Marathi, Hindi or English. Confirms who is being insured, ages, existing cover, and whether the caller is the decision maker or the family will decide.

03

Need and risk read, live

Sum assured expectation, premium comfort per month, health disclosures worth a human's attention, existing policies with a competitor and their renewal month.

04

Quote and proof on WhatsApp

The benefit illustration, claim-settlement ratio and a one-line premium comparison go out while the conversation is still warm — inside the ten-gate chain, so nothing unapproved is ever sent.

05

Advisor meeting on the calendar

Booked into the licensed advisor's real calendar with T-24h and T-2h reminders. A no-show triggers an instant recall, not a note in a diary.

06

Renewal and lapse ladder

T-30, T-15, T-7, T-1 and post-due-date calls, each at a different hour of the day, with the recorded reason if the customer says no. Lapse reasons roll up into one report your BDM can act on.

07

Documents and medicals chased

KYC pending, medical test not booked, cheque not cleared — each becomes its own follow-up thread until it is closed.

Read on every call

What the AI writes down while it talks

  • Premium comfort per month vs the quoted premium
  • Who really decides — spouse, son abroad, employer group cover
  • Competitor quote already in hand, and from whom
  • Claim anxiety versus price anxiety, told apart by tone
  • Renewal intent: will pay, will downgrade, will lapse

Sources connected

PolicyBazaarMeta lead adsGoogle SearchWebsite quote formMissed callsWhatsApp BusinessRenewal list from CRMBank branch referrals

Each source is scored on booked meetings and closed value, so you can move spend with a number behind it instead of a feeling.

Other packs

Run this flow in your insurance business.

Send your business details in. Our desk reviews every application by hand, usually the same working day.